求人詳細

求人コード 006-872
求人企業 外資系生命保険
求人タイトル Asset-Management-Corp-Investment-Operations-Staff
職務内容 【Key Responsibilities:】
◆This role will work closely with the Business and partner with the existing reporting and client service teams
◆To help define changes and integration points with other support teams
◆Actively participate in all phases of the client reporting process
◆Develop and maintain reports from various data sources to produce daily, monthly and quarterly reporting packages
◆Identify opportunities to improve, streamline and automate reporting by challenging the conventional view constructively and respectfully
◆Foster a cooperative environment and work with the team to meet existing requirements while laying the foundation for future improvements
◆Produce/Create key artifacts that are critical to the documentation and organization of the existing reporting process
◆Provide exceptional customer service to extend existing clients satisfaction
◆Regular phone and email interaction with client to address questions
◆Provides clients with alternative solutions to requests and can identify possible design alternatives
◆Acts as a liaison between the client and internal teams
◆Collaborate with and act as a liaison with Third Party Reporting Agents to assist with problem resolution and trouble shooting
◆Perform other duties as assigned or required
応募要件
(必須)
最終学歴:四年制大学卒以上
【Essential Business Experience and Technical Skills】
◆3+ years of recent experience in Asset Management (Buy Side) Reporting in a similar role
◆Proficiency with creating reporting packages and bringing together data from various sources in an accurate and timely way
◆Attention to detail
◆Advanced Microsoft Office Skills
◆Experience and comfort dealing directly with Clients, Investment Teams, and other senior stakeholders
◆Strong Communication and interpersonal skills
◆Self motivated and able to work in team environment
◆Highly organized, detail oriented, ability to prioritize tasks, work in a deadline driven environment
◆Strong understanding of Private Asset portfolio characteristics and key reporting data points
◆Ability to use multiple sources to verity transaction details, holdings attributes, and other activity
◆Knowledge of a broad range of Private Assets classes (Corporate Debt, Infrastructure, ABS)

【Leadership Competencies】
◆Thinks Strategically – Sets direction aligned to the company’s strategy, applying external and global perspective to meet local and global needs.
◆Seizes Opportunity – Seeks new opportunities and ways to create balanced business growth while improving operational capabilities.
◆Focuses on Customers – Promotes customer centricity and ensures focus on creating great customer experiences to achieve competitive advantage.
◆Drives Results – Sets aggressive goals and is accountable for continuously driving improved performance, leading change and ensuring high standards.
応募要件
(尚可、その他)
勤務地 東京
年収 500万~850万(応相談)