The Role This position will be responsible for assigned portfolio in the Finance Department. Job Responsibilities Oversee full spectrum of financial and accounting functions of the assigned portfolio in the Finance team. Manage operational activities of the
(English follows) 【部署の説明】 財務企画部は、一般勘定および特別勘定の運用、リスク管理、バックオフィス関連業務および資金管理を行っています。 【職務内容】 ・特別勘定における投資信託の売買 ・運用レポートの作成等 ・特別勘定運用に関するITシステムのメンテナンスサポート ・資産運用会社や証券会社との折衝 ・特別勘定運用計画策定のサポート ・その他、運用に関する業務 【入社後の教育・研修について】 ・OJTを中心に必要な教育、研修を準備します。 ・証券アナリスト資格取得に向けての自己研鑽。 【当該業務の魅力】 ・投資信託や投資顧問会社に関する知識に精通できること ・特別勘定運用に関するノウハウを学べる事 ・資産運用に関するITシステム知識を習熟できること 【将来のキャリア展望】 ・シニアポートフォリオマネージャー ・資産運用のミドルおよびバックオフィス業務を含む部内ローテーションも検討 【Must】 ・日本語(ネイティブ) ・資産運用や英語の知識習得に前向きに取り組めること ・Power BI/Power Query等の新しいツールに積極的に取り組んでいただけるかた ・ワード、パワーポイント:中級 ・EXCEL:上級(VBA尚可) 【Want】 ・資産運用や英語に関する知識 ・金融機関での事務経験 【業界経験】 生命保険:尚可 金融業界:尚可 その他想定業界など:資産運用業界の経験尚可
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