Investment Solutions Department, which is responsible to import equity, fixed income, multi asset and alternative investment strategies managed by Amundi group companies out of Japan and external managers, and to liaise with PMs/PSs to obtain information about PMs’ ideas on portfolio management.
An assistant to investment professional primarily focusing on quality communication with both existing and prospective clients, which are expected to grow further in number, such that the team can maintain client confidence with the strategies and Amundi.
Responsibilities
- Fixed income and other asset class product management: Support product specialists who prepare quarterly/semi-annual review reports for existing clients by gathering necessary performance and portfolio analysis data with explanatory comments, and editing reports to fit required formats.
- Support IBD/RBD reporting teams by providing information for periodic reporting, including performance attribution and comparative analysis with markets.
- Provide peer comparisons of main products using eVestment or other data vendors’ information, such as Bloomberg.
- Help marketing and consultant relations teams acquire product information, competitive advantages, competition surveys, market sentiment of prospects, performance data and client demand.
- Global Investment Platform: Support PSs in Tokyo in managing strategies operated by group companies for platinum clients by updating necessary information.
- Obtain basic knowledge of products in the Fixed Income Business Line and other asset class Business Lines.
- Maintain regular contact with investment specialist teams in Paris, London and Boston to share business information.
- Portfolio management: Occasionally help portfolio managers place trade orders for cash management as a local portfolio manager of assigned accounts whose main parts are managed outside Japan.
Requirements
- Bachelor’s degree or equivalent.
- Training or specialization in finance/investment or economics.
- Investment-related work, including client reporting and assistant-to-PM/PS experience.
- Experience in fixed income is preferable.
- Strong interpersonal, analytical and communication skills.
- IT skills: Excel VBA and Python. Experience using Alto is highly appreciated.
- English is required; Japanese is preferable.
- Minimum experience level: 0–2 years.
Company
Amundi is a leading European asset manager and a subsidiary of the Crédit Agricole group. It manages close to €2.3 trillion in assets and has 5,500 employees in 35 countries.