ポートフォリオアナリティクススペシャリスト/ Portfolio Analytics Specialist

A global financial services company is looking for a Portfolio Analytics Specialist. The selected candidate will create and manage client reports, provide complex research insights, and support data needs for external deliverables. This is a hybrid setup role.

Responsibilities:

• Produce and streamline institutional reports, presentations, and content
• Maintain and update portfolio themes and materials
• Provide data support for client service presentations, sales materials, RFPs, and quarterly reviews
• Collaborate with sales and client service teams to develop prospect and client presentations
• Ensure compliance requirements in marketing materials
• Offer written and verbal translation support as needed

Requirements:

• Bachelor’s degree or above
• More than 5 years of professional experience
• Experience in asset management industry preferred
• Strong interest in Capital Markets
• Proficient in MS Office Suite
• Bilingual level English and Japanese

About the Company:

A multinational financial institution specialising in investment management and advisory. This company is a Japanese subsidiary of a 30+ year old investment management giant in North America.

Keywords:

ポートフォリオ分析, 資産運用, クライアントレポート, プレゼンテーション作成, マーケティング資料, 資本市場, 求人, 外資系

Job Ref: PYJTFQ