Strategy & Onboarding - Global Investment Firm

Responsibilities

• Coordinate and execute account on on-boarding/product launch/termination process working closely with overseas transitions team, local/overseas relevant parties as well as external parties
• Coordinate miscellaneous account events such as IMA/guideline changes, custodian changes, stock/cash inflows/outflows, account restructures, and operational changes of portfolios etc.
• Account/Portfolio master data implementation/maintenance
• Maintain and provide IAMJ's AUM and other product related information for RFP and marketing purpose
• Provide support for reporting team (produce/review/distribute simplified reporting materials)

Qualifications

• 3-5 years of work experience in the financial industry preferably in the asset management with basic understanding of investment operations of ITM funds and separate accounts
• Excellent communication skills
• Undergraduate or higher degree
• Business level English / native level Japanese