An established Int’l Asset Management firm is seeking an Investment Associate with Japanese language skill who will be providing Marketing and Client Service to institutional clients.
1. Prepare Client reporting
- Manage internal data and prepare monthly/quarter client reports.
2. Provide Products information
- Supporting promoting new mutual fund products/strategies as well as existing products by creating pitch books and presentation materials.
- Provide information on capital markets and individual securities.
3. Provide client services
- Responds to customer inquiries on portfolio/performance of the investment. Analyzes the customer’s needs and reports to the Manager in a timely manner.
- Coordinates with another department to provide customers with high-quality services. Develops an understanding of operational workflows to accomplish this.
4. Liaise between Head Office and US teams
- Assist with preparation for client meetings and conference calls by gathering portfolio data and information, completing custom client reports, and by completing client questionnaires.
- Translate and update presentations and collateral marketing materials.
- Assist Head Office team with responding to ad-hoc questions and requests.
Requirements
- Fluent in speaking, reading, and writing in both English and Japanese
- BA/BS degree from an accredited college
- 2-3+yrs related experience. Experience at asset management firms and securities firms is a plus. Back office/middle office experience in asset managers and trust banks is considered.
- Analytical capabilities to review portfolio performance data, financial markets, individual stocks, and an ability to tailor messages to the clients.
- Proficient in MS Office and Bloomberg
- Knowledge of market products such as equity and fixed income preferred.
Job Type: Full-time