A leading global investment manager specializing in real assets and alternative income is seeking a Director/Portfolio Specialist. The position particularly aims to retain/grow existing and future retail sub advisory relationships of the firm. The position will also oversee and provide guidance to other members, as required, in managing operational requirements associated with Clients’ accounts.
Major Responsibilities/Activities:
- Grow relationships organically, raising asset in existing subadvised funds, or by selling new strategies to Japanese fund sponsors/asset managers.
- Provide leadership in conducting distribution activities, such as seminars and study sessions.
- Assist production, translation and updating of presentations or presentation elements for subadvisory clients.
- Assist Subadvisory Distribution members and New York-based team with responding to regular requests and questionnaires from subadvisory clients and their advisors.
- Assist Subadvisory Distribution members and New York-based team with responding to ad-hoc questions and requests from subadvisory clients and their advisors.
- Assist Subadvisory Distribution members and New York-based team to prepare periodic investment performance and market outlook reports to Clients.
- Other tasks in scope: to assist preparation for meetings, reporting and conference calls with Clients.
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).
- 5-10 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.
- Travel throughout Japan on both weekdays and weekends is required. The portfolio specialist may also travel internationally.
- Hours typically 9am to 5:30pm; must be able to participate on conference calls during non-business hours.
