A leading global investment manager specializing in real assets and alternative income is seeking an Associate Director who supports existing and future retail sub advisory relationships of the firm. Primary responsibilities are providing support to local Portfolio Specialists in the development of new business, maintenance of existing relationships, responding to requests and resolving account issues and inquires from fund sponsors and distributors regarding mutual funds.
Major Responsibilities/Activities:
- Assist with preparation for client meetings, reporting and conference calls.
- Gathering portfolio data and information.
- Completing custom client reports.
- Completing client questionnaires.
- Assist team with responding to ad-hoc questions and requests, including operational matters related to clients’ accounts.
- Assist developing and updating presentation materials and relevant databases. Visit clients together with other members as required.
- Maintain and record all activities into within CRM, Salesforce.
- Translate and update presentations and collateral marketing materials.
- Liaise with teams in New York and other global offices in efforts to respond to clients’ needs/inquiries.
Requirements:
- Must be able to speak, read and write English and Japanese with fluency.
- Bachelor’s degree from an accredited college (MBA, CFA or progress towards one is a plus).
- 3-5 years of related experience required.
- Skilled use of Excel, Word and PowerPoint.
- Excellent communication and writing skills in both English and Japanese.
- Must be able and willing to work in a team-oriented environment from a satellite location.
- Knowledge of real estate and REITs, broad market equities, listed infrastructure, preferred stocks, a plus.
- Knowledge of the mutual fund industry in Japan, the broker/dealer, mega and regional banking distribution channels in Japan.
- Hours typically 9am to 5:30pm; must be able to participate on conference calls during non-business hours.
