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Portfolio Associate

募集職種
金融関連/投信・投資顧問/その他
金融関連/投信・投資顧問/バック・ミドルオフィス
仕事内容
The Portfolio Associate is based on the Trade Floor and supports assigned Portfolio Manager in the Tokyo trade room. The Portfolio Associate must build solid internal relationships and partnerships with Portfolio Management and Account Management in the firm’s Global Offices. The role frequently interacts with Account Management, Product Management, Legal and Compliance and Operations.

Responsibilities include:
- Portfolio summaries and monitoring
- Performance and attribution analysis in addition to other requested analytics
- Monitor client portfolios position weights and product versus client guidelines
- Furthermore the Portfolio Associate works closely with the Portfolio Managers
- Creating reports for risk monitoring
- Re-balancing of portfolios to model/target weights
- Generating trade execution studies across a set of mandates or products in accordance with investment guidelines and benchmarks
- Reviewing and ensuring pre- and post-trade compliance
- Building and maintaining portfolio associate tools and templates used in global offices with high level of technological standard and accuracy
必要業務経験
-債券(及び市場)についての十分な知識
-外資系運用会社・外資系金融機関での業務経験
-ビジネス英語力上級(海外留学経験など歓迎)
-実務で使用できるExcelスキル

Requirements
- Ability to interact and communicate flawlessly with experienced Portfolio Managers to articulate ideas and strategies clearly, both verbally and in writing
- Strong interpersonal skills and proven ability to build strong relationships with Portfolio Managers and peers
- Strong technical skills in fixed Income
- Ability to work collaboratively across the organization to resolve issues
- 2-3 year working experience in finance related role
- Outstanding analytical skills with strong problem solving skills
- Proven ability to operate efficiently in a high pressure environment and to deliver towards tight deadlines
- Self-motivated work style and great attention to detail
- Advanced analytical skills in Excel are essential
- Knowledge of VBA, SQL, Bloomberg or other programming languages advantageous
-Degree in finance, economics, mathematics or other related quantitative/analytical field from a leading, accredited college or university
-Progress towards CFA preferred
-Fluency in English and Japanese is essential
推定年収
800~1000 万円
勤務地
東京都
最終学歴
大学
各種保険
健康保険 厚生年金 雇用保険 労災保険
諸手当
通勤手当
会社名
外資系運用会社
業種
金融全般/投信・投資顧問
事業内容
1.投資運用業
2.投資助言・代理業
3.第二種金融商品取引業
会社の特徴
世界をリードする債券運用会社。日本での受託資産は約13兆円。グローバルでは約200兆円。

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