募集要項

仕事内容: 北米系グローバル最大級の（インフラ・不動産・PE）投資会社での
Associate, Client Relationship Management (“CRM”)
Responsible for:
-Assisting CRMs in prospecting, including but not limited to:
・Researching into prospects landscape/organization/news
・Conducting competitor analysis and research
・Generating outreach ideas and crafting targeted outreach messages
・Tracking outreach progress, interaction, and follow-ups/next steps
-Assisting with client prospect due diligence processes, including but not limiting to:
・Understanding due diligence queries and relevant risk prospects trying to assess
・Performing quality control of the responses
・Tracking due diligence progress
・Monitoring closing process
-Assisting CRMs in managing full life cycle of the client relationships, including but not limited to:
・Managing investor requests
・Coordinating client meetings, preparing briefing notes, attending meetings, taking meeting notes and tracking follow-ups/next steps
-Coordinating roadshows, conferences, and client events with respective teams

応募資格

必須: Experience
・3 - 5 years of experience in investment, consulting, or fund/portfolio management, dealing with alternative products
・Strong financial analytical capabilities and investment reporting experience
Preferable:
・Experience in Japanese organization dealing with alternative products through private funds is
・Experience in real estate, infrastructure and/or private equity asset classes
・Experience in analyzing and summarizing complex information
・Fund marketing sales and support experience
・Experience working in an international organization and team

Key Competencies
・Ability to understand and anticipate client needs
・Inquisitive and high attention to detail
・Strong written and verbal communication skills and able to share information in a clear and concise manner

歓迎: ・Appropriate degree in accounting/finance/business
・Post graduate studies in finance, MBA, or CFA/CPA qualified would be highly regarded

会社概要