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募集職種

金融関連／全般／運用業務

仕事内容

Purpose of the role:
The role of the CRM Analyst/Associate is to work closely with the CRMs and support all aspects of fund marketing activities and the full life cycle of the client relationships.

Opportunity:
・Learn about Brookfield’s broader private funds activities with the view to progress into a junior Client Relationship Manager role longer-term
・Learn unique marketing strategy and client base relationship building in Japan across various financial institutions and gatekeepers
・Learn fund marketing experience of equity/debt funds across Private Equity, Real Estate, Infrastructure and other Brookfield private funds strategies

Responsible for:
-Assisting CRMs in prospecting, including but not limited to:
・Researching into prospects landscape/organization/news
・Conducting competitor analysis and research
・Generating outreach ideas and crafting targeted outreach messages
・Tracking outreach progress, interaction, and follow-ups/next steps
-Assisting with client prospect due diligence processes, including but not limiting to:
・Understanding due diligence queries and relevant risk prospects trying to assess
・Performing quality control of the responses
・Tracking due diligence progress
・Monitoring closing process
-Assisting CRMs in managing full life cycle of the client relationships, including but not limited to:
・Managing investor requests
・Coordinating client meetings, preparing briefing notes, attending meetings, taking meeting notes and tracking follow-ups/next steps
-Coordinating roadshows, conferences, and client events with respective teams
-Managing the internal client relationship management database that tracks progress on marketing and relationship management activities
-Performing special projects as required

必要業務経験

Experience
・3 - 5 years of experience in investment, consulting, or fund/portfolio management, dealing with alternative products
・Strong financial analytical capabilities and investment reporting experience
Preferable:
・Experience in Japanese organization dealing with alternative products through private funds is
・Experience in real estate, infrastructure and/or private equity asset classes
・Experience in analyzing and summarizing complex information
・Fund marketing sales and support experience
・Experience working in an international organization and team

Key Competencies
・Ability to understand and anticipate client needs
・Inquisitive and high attention to detail
・Excellent planning and organizational skills
・Strong written and verbal communication skills and able to share information in a clear and concise manner
・Team player with a positive attitude and proactive approach to work
・Able to develop strong internal and external network and build meaningful relationship
・Proactively seeks opportunities to get involved in more challenging projects
・Ability to multi-task and work in a very fast-paced and team-oriented environment
・Excellent interpersonal, analytical, and creative problem-solving ability

Skills
・Advanced PowerPoint, Word, and Excel
・Native Japanese with Japanese educational background.
・Fluency in English

Qualifications
・Appropriate degree in accounting/finance/business
・Post graduate studies in finance, MBA, or CFA/CPA qualified would be highly regarded

推定年収

1200～2500 万円

勤務地

東京都

最終学歴

大学

会社名

北米系 不動産・インフラ・PE投資のジャイアント

業種

不動産金融全般／不動産金融全般

事業内容

北米系 不動産・インフラ・PE投資のジャイアント
We are a leading global alternative asset manager, focused on investing in long-life, high quality assets across real estate, infrastructure, renewable power and private equity.

会社の特徴

100年以上の歴史を持つグローバルPE。他のPEと異なり、オペレーションも手掛ける。
As a global firm, we support the employment of over 55,000 people in more than 30 countries while working to create strong, profitable businesses. As these businesses grow, we commit to best-in-class environmental, social and governance practices, mindful of the important role they play in fostering long-term value creation.