Company overview

Portfolio Analyst – Investment Division

Job description

- Design and construct analysis of client portfolios and financial markets, and manage investment data for high quality asset managements. Monitor portfolios and markets to comply client guidelines and other rules.
- Report the performance of the products with investment insights for clients, and comment on capital markets, manager activities, and portfolio managements in timely manner, under advises of senior ID associates.
- Communicate to respective Portfolio Manager, Client Portfolio Managers, Researchers and other investment professionals in Japan and global offices.
- Support fund setup, define and change of fund structure, development of sales strategy and sales materials, and client service materials.
- Be assigned one or more of following asset classes or services; Equities, Fixed Incomes, Alternatives, Implementation Services, and Multi-Assets.


-3 years or more job experience in investments such as CPM/Product Specialist, fund management, security analysis, trading, economist or other related area.
-Bloomberg and Excel required, FactSet, Access, and PowerPoint preferred.
-Experience of data management required. Experience of quantitative analysis preferred.
-A good command of business English. Native level in Japanese communication.
-Undergraduate degree and CMA designation required, CFA designation preferred.

Additional information

Welcome from domestic/foreign financial institution or financial information vendor

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