обновлено 13 дней назад
AVP-Strategy & Onboarding IDS
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
AVP-Strategy & Onboarding IDS (Investment Operations): Coordinating account onboarding, product launches, terminations, account events, portfolio master data, and reporting support with an accent on investment operations and cross-border stakeholder coordination. Focus on managing complex account changes, maintaining accurate portfolio information, and implementing operational processes across internal and external parties.
Location: Tokyo, Japan; hybrid schedule with at least four days per week in the designated office and one day outside the office.
Company
is a global independent investment management firm providing investment strategies and vehicles to clients worldwide.
What you will do
- Coordinate and execute account onboarding, product launches, and account terminations with overseas transition teams, internal stakeholders, and external parties.
- Manage account events including investment management agreement and guideline changes, custodian changes, cash and stock flows, account restructures, and portfolio operational changes.
- Implement and maintain account and portfolio master data.
- Maintain assets under management and product information for RFP and marketing activities.
- Support the reporting team by producing, reviewing, and distributing simplified reporting materials.
Requirements
- 3–5 years of experience in the financial industry, preferably asset management.
- Basic understanding of investment operations and account setup for funds and separate accounts.
- University degree or higher.
- Good written and verbal communication skills in English and Japanese.
- Strong interpersonal, communication, project management, prioritization, and attention-to-detail skills.
- Ability to manage conference calls, work under pressure, collaborate with internal departments, and proactively implement new processes.
Culture & Benefits
- Hybrid workplace model with four days per week in the designated office and one day outside the office.
- Generous annual leave and flexible paid time off.
- Learning and development programs.
- Health and wellbeing benefits.
- Parental leave benefits and an employee stock purchase plan where applicable.
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