• Liaise with brokers and WMC personnel to perform trade reconciliations
• Manage procedures from account opening to closing, oversee compliance, etc.
• Manage customer cash flow
• Check overdrafts and review and implement solutions internally
• Work closely with international CTS teams to implement and enhance efficient workflow
• Build strong relationships with customers
• Bachelor’s degree
• Over 3 years of relevant industry experience
• Analytical, organizational, multi-taski ...
・Work closely with the Real Estate, Private Equity, and Tactical Opportunities Groups’ acquisition, asset management, capital markets, regional finance, and tax teams on deal execution/transaction support, new product development, and financial operations and management
・Collaborate across investment and support functions in Tokyo and regionally
・Support/coordinate investment structuring and entity establishment processes by working with internal/external tax and legal counsel
・Preparation and review of funds flow files for funding, repatri ...
We are looking for an administration member who will be in charge of fund management work at an independent venture capital company.
General fund administration business with independent VC funds
・ Financial results of operating funds, cash flow management
・ Practice of creating and concluding fund contracts
・ Fund audit support business (including market value evaluation)
・ Investor reporting business (data management / investor report creation)
・ Compliant with various laws and regulations in Japan and overseas ...
・ RFP creation business (institutional investors: pension funds, financial corporations,
overseas), pension consultants
Material production for inquiries and questions regarding the operation of investment
products from companies, etc. Creation, data creation, compilation and sending, etc.
・ Information collection and data management of investment product performance, assets
under management, etc.
・ Counter support work such as meeting schedule adjustment with pension consultant
・ Basel regulation-related ...
① Planning and management of investment products invested by financial corporations
(regional banks, second regional banks, prefectural Shinren, shinkin banks, etc.)
Karma, after-sales follow-up.
② Specifically, for companies selling investment products for the gold law (major securities
companies and major banks).Post-investment mail such as product proposals, sales
support, accompanying investors, investment reports, etc.
③In addition, direct new product proposals, information provision, etc. for th ...
Pension sales of our in-house management products and outsourced products
・ New sales to customers (private / public pension funds, businesses / school
・ Communication with existing customers, proposals for new products,
・ Creation of operation report materials and presentation materials
・ Communication with a pension consulting company
(1) Formulation and promotion of sales strategies for overseas investors of in-house managed products
(2) Supervision of a London subsidiary (all for sales, internal management, and auditing)
(3) Other bases of our group companies (Tokyo, NY, NY) for business promotion and expansion
Collaboration with Singapore)
(4) Collecting intelligence in the asset management area of Europe and the United States and between groups
Sharing on ...
①Sales RM for investment trust sales companies (proposal for introduction of investment trust products,
Development of handling sales companies, sales promotion of already introduced products, etc.).
②) A major group investment trust company, a major / medium-sized securities company, and a mega van.
We have transactions with more than 100 financial institutions such as Ku and regional banks.
③ Also, in cooperation with the financial institution of the parent company, development of investment trust
products and we are developing ...
1. Formulation and management of sales strategies for overseas investors
2. Management of overseas bases and affiliates
3. Market data collection, quantitative data management / aggregation / creation
4. Investigate regulatory trends and formulate corresponding measures
5. Cooperation support between overseas bases and related departments in Japan ...
At the Solution Planning Headquarters, you will be in charge of analyzing customer data and big data owned by the group-planning measures and strategies.
[Main business contents]
・ Daily aggregation, analysis, and processing of various data such as trends, usage status, and sales trends of account members and new users.
・ Analysis using customer data and big data held by the group
・ Strategic planning based on various analyzes, planning of marketing measures ...
As an IT architect / data management engineer / machine learning engineer at the Asset Management Advanced Technology Research Department, you will lead the sophistication of the asset management industry with advanced technology. Depending on each position, you will be asked to plan, design, and develop a system that contributes to the sophistication of the asset management industry.
■ Development language: Mainly uses Python and Java Script.
■ Machine learning: Uses various libraries such as TensorFlow.
■ Infrastructure: Mainly uses AWS / Azur ...
In collaboration with operators and researchers, we will appropriately create a database to improve work efficiency.
・ Calculation of bond risk value using interest rate model
・ DB construction with an eye on improving the efficiency of credit-related operations
[Maintenance / Maintenance]
・ Batch maintenance of yield curve calculation
・ Maintenance of characteristic value calculation batch
Asset Management Advanced Technology Research Department Data Management Group Engineer ...
We will leave it to you as the project leader for our core projects. Specifically, you will manage and take charge of a part of the project under PM.
* Depending on the work content, there is a possibility of waiting in the early morning, witnessing at midnight, and working on holidays. ...
We will focus on the following tasks.
・ Existing server management, daily batch monitor
・ Design and development of serverless environment using AWS services
-Implementation of various functional modules using container technology
・ Development with python, development of python library
・ Environment construction by Linux
・ Environment construction using AWS services ...
You will be in charge of the following management operations at a major online securities company.
・ Planning, planning and operation related to office work at the Operations Headquarters
・ Customer account management / transaction management business
・ Contract management with partner companies related to the business under their jurisdiction
・ Maintenance of various business management manuals, etc. in the business under the jurisdiction
[Main business contents]
・ Financial product intermediary management operations related to custo ...