【ウエリントン・マネージメント】Fixed Income Investment Specialist
仕事内容
Responsibilities
We are seeking an experienced Investment Specialist to work closely with our investment teams across the spectrum of critical investment and business challenges.
The Investment Specialist will work closely with the global team in IPFS, the Investment teams, the Client Group and business professionals around the firm to position and represent our investment approaches for success in the marketplace, review and evaluate the integrity of our fixed income strategies/Alternatives and manage business issues associated with portfolios under coverage.
Specific activities may include:
Developing and executing the agenda to move the products under coverage forward and strategically build a sustainable book of business in the Fixed Income /Alternatives space.
Formulating, managing and measuring the performance of the Fixed Income funds and their overall strategy
Creating business plans, marketing strategies and original investment content to differentiate the firm/investor and position these products/solutions in the marketplace
Acting as an effective product representative of assigned product coverage and their respective portfolios and/or investment process with clients, prospects and consultants
Driving, facilitating and influencing business decisions, such as those arising from operational complexity, fee negotiations, capacity limitations, investment guidelines, and the like
Leveraging analytical tools to provide value-added analysis to improve the investment processes and conducting quarterly risk and attribution reviews with portfolio managers
Making both quantitative and qualitative evaluations of the investment strategy both for competitive positioning and client consulting
Where appropriate, tailoring investment styles to meet client specific needs/guidelines.
応募資格(必須経験など)
Qualifications
The Investment Specialist role requires deep demonstrated investment knowledge and a passion for all areas of investing, especially for Fixed Income. He/she must have deep market knowledge and compelling communication skills to conduct external and internal meetings across a range of audiences and market/product content. He/she must be intellectually curious, creative, proactive and solutions oriented. The ability to influence and be collaborative, inclusive and transparent while acting as a fiduciary on a wide range of business and investment integrity related issues is imperative.
The ideal candidate will possess the following qualifications:
Substantial (5-10 years) industry experience, with experience in investment management of a variety of asset classes, or similar related experience in both buy side and sell side firms
Excellent communication skills both in Japanese and English (written and oral)
Demonstrated business judgment skills and strong analytical skills
Originality in thinking and ability to bring new ideas and creative solutions to discussions
A positive, collegial attitude and high level of professionalism
Grace under pressure; ability to adapt, “roll up sleeves” and get things done
An MBA and/or CFA/CMA or progress towards these designations is preferred