Portfolio Operations Associate

18時間前

東京都, Fisher Investments

Fisher Investments Japan is the local entity of Fisher Investments, a privately held investment management firm that provides professional discretionary portfolio management services for high net worth individuals and some of the world's preeminent institutions. Fisher Investments' presence in Asia has grown significantly over the past decade, with a recent expansion into Japan and Singapore. We're looking for someone with an analytical background to join our team as a Portfolio Operations Associate based in our Tokyo office, and be a part of helping shape the future of Portfolio Operations at Fisher.

The Opportunity:

As a Portfolio Operations Associate at Fisher Investments Japan, you will be part of Fisher's Portfolio Management Group. You will maintain investment strategies for our international retail accounts. Your primary responsibilities will involve generating account-specific trade orders; helping coordinate and execute portfolio shifts, regularly working with Portfolio Operations Program Managers, Portfolio Engineers, and Traders; and matching trades and account holdings with counterparties. As a member of this newer team you will be encouraged to suggest strategic solutions to automate and scale our daily processes, increasing our efficiency while providing unparalleled service to our valued clients.

The Day-to-Day:

  • Oversee trade order generation in new client accounts and existing client accounts to align with the appropriate strategy
  • Produce account level trade orders to implement strategy level changes
  • Facilitate prompt and accurate execution of client trade requests
  • Support client services by serving as a point of contact for questions related to individual client portfolios
  • Perform operational tasks related to client portfolio management
  • Help design, execute, and maintain scalable workflows and systems that support the future growth of our business

Your Qualifications:

  • A university degree or equivalent combination of education and experience
  • No professional experience required, while some is favored
  • Be able to follow operational workflows
  • A sound knowledge of financial concepts, markets, and current events;
  • Experience implementing process improvements.
  • Fluent in business English and Japanese
  • Eagerness to help expand a growing team
  • Experience communicating on a team and ability to work to a high level of detail

Why Fisher Investments Japan:

At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:

  • 100% coverage of your monthly medical, dental and vision premiums for you and your eligible dependents through Allianz Care
  • Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance
  • 24/7 access to emotional wellness resources for you and your dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)
  • Travel support benefits through Allianz and Bupa
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. 

FISHER INVESTMENTS JAPAN IS AN EQUAL OPPORTUNITY EMPLOYER

  • Boutique Operations Associate

    2週間前

    Tokyo Van Cleef & Arpels

    +ヴァン クリーフ&アーペル / Van Cleef & Arpels 採用サイト · +消耗品を購入し、請求書の支払いをする(消耗品) · ...

  • Operations Associate, Supply Chain Japan①

    1ヶ月前

    Tokyo, Tokyo QIAGEN ￥2,000,000 - ￥2,800,000 per year

    +海外から配送される製品の荷受業務(開梱、検品、棚入れ、等)、又は、そのサポート 国内代理店への商品配送関連業務、又は、そのサポート 上記に付随する事務作業(メール対応、事務所業務、PC作業、電話応対) 倉庫管理業務、又は、そのサポート · + · +

  • Boutique Operations Associate

    1ヶ月前

    Tokyo Van Cleef & Arpels

    ヴァン クリーフ&アーペル / Van Cleef & Arpels · 冒険小説家ジュール・ヴェルヌの作品の世界、フランスで最も有名なおとぎ話の華麗な世界、旧約聖書の「ノアの方舟」の世界・・・ 私達は、コレクションを通じてお客様を様々な世界にいざないます。 · ブティック内の在庫管理 -ブティック内の在庫の動向、および納入・搬出分の全てについて在庫管理を行う(納品、移動、予約、委託)。 · 現金に関する全ての手続きと保有状況の管理を行う。 · ...

  • Portfolio Operations Associate

    3日前

    Tokyo, Japan Fisher Investments Europe ￥3,000,000 - ￥6,000,000 per year

    Fisher Investments Japan is looking for a Portfolio Operations Associate to join their team based in Tokyo. · Maintain investment strategies for international retail accounts · Generate account-specific trade orders · ...

  • Portfolio Operations Associate

    2ヶ月前

    Tokyo Jobs via eFinancialCareers ￥600,000 - ￥1,800,000 per year

    We're looking for someone with an analytical background to join our team as a Portfolio Operations Associate based in our Tokyo office, and be a part of helping shape the future of Portfolio Operations at Fisher. · The Opportunity: · As a Portfolio Operations Associate at Fisher ...

  • Associate, Country QA Operations, Products, ATMP

    11時間前

    Minato Novartis

    品質の側面とプロジェクトを管理します。 · 全体的なGxP適合性とノバルティス品質管理システムへの準拠を保証し、サポート · 変更リクエストは、受領から実装、閉鎖まで、ノバルティスのSOPに従って管理される事を確保します。 · GxPモニタリング、コンプライアンス違反のQA調査を実施し、是正措置をフォローアップします。 関連ドキュメントをアーカイブします。 · Novaartis 品質マニュアルと品質協定の実施用の品質システムと手順の実装をコーディネートします。 · ...

  • Portfolio Operations Associate

    18時間前

    東京都, Fisher Investments

    Fisher Investments Japan is the local entity of Fisher Investments, a privately held investment management firm that provides professional discretionary portfolio management services for high net worth individuals and some of the world's preeminent institutions. Fisher Investment ...

  • Portfolio Operations Associate

    2ヶ月前

    Tokyo Jobs via eFinancialCareers ￥380,000 - ￥7,000,000 per year

    We're looking for someone with an analytical background to join our team as a Portfolio Operations Associate based in our Tokyo office, · maintain investment strategies for our international retail accounts · generate account-specific trade orders · foster strategic solutions to ...

  • Operations Associate

    3週間前

    Tokyo Bear Luxe Corporation

    We are seeking a highly organized and detail-oriented Operations Associate to join our highly successful inbound Japan travel team. · Support the end-to-end delivery of travel itineraries. · Coordinate with hotels, guides, transportation providers. · ...

  • Portfolio Operations Associate

    4日前

    東京都, Fisher Investments

    Fisher Investments Japan is the local entity of Fisher Investments, a privately held investment management firm that provides professional discretionary portfolio management services for high net worth individuals and some of the world's preeminent institutions. Fisher Investment ...

  • Associate, Country QA Operations, Products, ATMP

    11時間前

    Minato Novartis

    Upravljanje vidikov kakovosti in projektov v področju odgovornosti. · Zagotavljanje skladnosti GxP in skladnosti s sistemi upravljanja kakovosti Novartis. · ...

  • Associate, Country QA Operations, Products, ATMP

    11時間前

    Minato Novartis

    Gestiona aspectos de Calidad y proyectos dentro del área de responsabilidad. · Garantiza y respalda la conformidad general de GxP y el cumplimiento de los sistemas de gestión de calidad · ...

  • Hotel Operations Associate

    4週間前

    Tokyo Section L

    We are a group of hospitality professionals building a modern standard of accommodations that elevates guest satisfaction and operational efficiency. · ...

  • Sales Operations Associate

    2ヶ月前

    Tokyo, Tokyo Via ￥3,000,000 - ￥6,000,000 per year

    Via is a modern public transportation network that expands access to jobs, healthcare, and education. As the Sales Operations Associate at Via Japan, you will shape the future of mobility by enabling sales, product, and operations teams to bring Via's solutions to municipalities ...

  • Associate Director, Operations

    1ヶ月前

    Tokyo Agoda ￥960,000 - ￥1,200,000 per year

    +Job summary+About Agoda · At Agoda, we bridge the world through travel. · No two days are same at Agoda. Data technology are heart our culture fueling curiosity innovation. · ...

  • Portfolio Specialist, Sr Associate/VP, Investment Management

    2ヶ月前

    Tokyo Morgan Stanley ￥8,000,000 - ￥12,000,000 per year

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. As a market leader, the talent and passion of our people is critical to our success. · ...

  • Associate, Country QA Operations, Products, ATMP

    11時間前

    Minato Novartis

    Verwalten von Qualitätsaspekten und Projekten im Verantwortungsbereich. Sicherstellung und Unterstützung der allgemeinen GxP-Konformität und der Einhaltung der Novartis Qualitätsmanagementsysteme. · ...

  • Business Operations Associate

    4日前

    Tokyo, Japan Unravel Carbon

    We are looking for a high-energy proactive and versatile Business Operations Associate to join our Japan team. · This is a generalist role ideal for someone early in their career who wants to grow fast by owning a wide variety of responsibilities across our GTM functions includin ...

  • UWF】コンサルタント_Operations(Partner〜Associate Partner)

    3週間前

    Kawasaki FUJITSU LIMITED(JAPAN)

    オペレーション全体の改革に向け、ビジネス基盤変革、DXを支援し、日本企業の成長に貢献いただきます。また、3S(SAP/Salesforce/ServiceNow)の活用も中心に、社会課題の解決や顧客の業務改革を支援します。富士通の OneERP+で培ったリファレンス(推進ノウハウ、体制構築ポイント、構想ドキュメント、テンプレートなど)でお客様変革を共に推進し、その後デリバリー部隊による実行支援まで伴走させます。また、新規クライアント開拓と既存クライアントとの関係強化を行うことにより売上と利益拡大にもつながります。 · ...

  • Business Operations Associate

    2ヶ月前

    Tokyo, Tokyo Nextrials, Inc. ￥4,200,000 - ￥8,400,000 per year

    We are currently seeking a Study Start Up Associate II to join our diverse and dynamic team. · ...

  • Business Operations Associate

    2ヶ月前

    Tokyo ICON Strategic Solutions ￥12,000,000 - ￥15,000,000 per year

    We are currently seeking a Study Start Up Associate II to join our diverse and dynamic team. · Leading the preparation and submission of regulatory documents, · including clinical trial applications, ethics committee submissions, · and regulatory agency communications. · ...