Portfolio Manager duties at an Asset Management company
- Serving as a liaison between clients and portfolio managers.
- Supporting clients in accounting and expense related matters.
- Handling KYC for client onboarding and due diligence.
- Assisting the CEO with secretarial work.
- Supporting the CCO in compliance functions.
- Assisting in various company related matters.
- Proficient in Japanese to liaise with Japanese third parties
- Introductory level of knowledge of the finance industry.
- Proficiency in Microsoft Office
- Having a deep knowledge of Japanese culture (for Japanese clients).
- Microsoft Officeに熟知していること