client service analyst, rfp & investment reporting.

Leveraging investment knowledge for RFP and report creation.■About our clientA global company delivering advanced investment solutions built on proprietary research. They utilize internal tools to efficiently process and organize performance and portfolio data, ensuring reliable and accurate reporting to clients worldwide.■Position SummarySupport the Questionnaire team in preparing RFIs and RFPs for both existing and prospective clients, consultant reports, and reviewing GIPS (Global Investment Performance Standards) reports within the client service function.■Job Description・Supporting preparation of RFIs for existing clients・Data creation support for RFPs (primary duty)・Assisting in preparing consultant reports (periodic)・Reviewing GIPS reports and organizing performance data・Supporting document downloads from internal systems・Assisting with various requests and project supportIf you are interested in this position, we look forward to your application.#LI-Hybrid#LI-KN

求められる経験
■Required Skills
・At least 2 years of experience working at an asset management firm, trust bank, etc., handling RFIs, RFPs, investment reports, or marketing tasks, and possess a basic knowledge of investment products.

・High proficiency in Excel (intermediate to PIVOT, various functions such as vlook, sum, sumif, etc.) and ability to handle large volumes of data accurately and efficiently.

・English reading skills (TOEIC score of 700 or above), ability to conduct email correspondence in English, and, for simple English documents, the ability to request translation support.

・Conversational English ability preferred, as there are English-speaking team members.

・Ability to manage time and multitask independently, with flexibility to handle varying workloads, particularly during the busy season (especially April–June).

・Teamwork, communication skills, and a proactive work attitude.

保険
健康保険　厚生年金保険　雇用保険

休日休暇
土曜日　日曜日　祝日

給与
年収1,000 ～ 1,200万円

賞与
YES／有り
雇用期間
期間の定めなし