Portfolio Services, Officer

Job description

Summary of the role

Portfolio Services is responsible for the effective and efficient monitoring of operational functions carried out by internal/external providers, including our Group companies.

Tasks

• Effective monitoring of outsourced operational functions performed by internal/external parties including Group companies
• Daily operations related to trade/order processing, accounting (portfolio accounting, brokers, etc.), internal controls. Trade orders and confirmations via internal systems and in connection with derivatives (SWAP, futures, options, etc.)
• Other operational tasks (regulatory reporting, client reporting, AML/KYC tasks, etc.) and initiatives
• Support for inquiries from internal and external parties
• Extensive communication with the business to enable effective and accurate operational delivery
• Assistance in the development of the team
• Developing and maintaining relationships with internal and external stakeholders
• Maintain an effective change management program that ensures ongoing ability to meet business, customer and regulatory requirements

Requirements

Experience, qualifications, skills and attributes

• University degree required
• 10+ years of experience as an SFP professional. Experience in the financial services sector, especially in investment management, preferred
• Broad-based experience focused on risk management or audit experience preferred
• Team player and self-motivated professional with the ability to work under pressure and manage multiple priorities while maintaining attention to detail
• Strong English language skills, both written and oral
• Native Japanese and English skills preferred
• Strong communication and organizational skills
• Strong analytical and problem-solving skills
• Strong computer skills, including knowledge of word processing, spreadsheet and database applications
• Basic project management skills

What we value

• Strong communication and organizational skills with key internal and external stakeholders
• Self-motivated with the ability to work under pressure and manage multiple priorities while maintaining attention to detail
• Proven ability to continuously improve operational processes, recommend and implement changes and deliver continuous improvement
• Moderately good command of English, both written and spoken
• Experience in the effective monitoring of outsourced functions

We offer

• A competitive and comprehensive benefits package
• A great working environment
• Access to financial planning tools
• A variety of development programs and educational support to reach full career potential