Portfolio Management
<p>An Asset Management client is looking for a Staff Portfolio Manager on contracting / freelance<br /><br />Position Overview<br />As a Staff Portfolio Manager, you will be responsible for generating insightful performance reports, monitoring portfolio performance, and updating client proposal materials to help showcase the value of our investment products. You will work closely with cross-functional teams to ensure the accuracy and integrity of data, contribute to market insight, and improve client engagement through high-quality deliverables.<br /><br />Key Responsibilities<br />1. Monthly Report Creation<br /><br />Prepare and distribute comprehensive monthly performance reports for investment products.<br />Collaborate with analytics and operations teams to ensure accuracy, data integrity, and compliance with internal standards.<br />Create visually compelling presentations that include key portfolio performance metrics, such as risk-adjusted returns and benchmark comparisons.<br />2. Investment Monitoring<br /><br />Regularly monitor portfolio performance and track key performance indicators (KPIs).<br />Identify trends or anomalies in performance data and escalate findings to senior investment teams.<br />Assist in drafting market commentary and portfolio activity summaries for client distribution.<br />3. Client Proposal Material Updates<br /><br />Update and customize client proposal materials to reflect performance outcomes, investment philosophies, and value propositions.<br />Partner with marketing teams to ensure materials are aligned with branding and regulatory standards.<br />Incorporate feedback from stakeholders to continuously improve the effectiveness of proposal deliverables.<br />4. Cross-Team Collaboration<br /><br />Partner with portfolio managers, client relationship managers, and operations teams to streamline data processes and enhance efficiencies.<br />Support client relations by providing timely and accurate responses to inquiries related to portfolio performance and product-specific information.</p><p><em>By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice <a href="https://www.roberthalf.com/jp/en/privacy" target="_blank">https://www.roberthalf.com/jp/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as such as race, beliefs, social status, medical history or criminal record) as we do not collect your sensitive personal data at this time.</em></p><hr /><p>お客様が「今すぐ応募」ボタンをクリックすることにより、ロバート・ハーフ(以下、当社)がお客様の応募内容を処理し、求人情報を今後随時ご連絡する目的で個人情報を使用することに明示的に同意ただいたこととなります。当社による個人情報の処理方法、またお客様自身の個人情報へのアクセスおよびその訂正に関する詳細については、プライバシー規約(<a href="https://www.roberthalf.com/jp/ja/privacy">https://www.roberthalf.com/jp/ja/privacy</a>)をお読みください。当社は、要配慮個人情報はお預かりしておりませんので人種、信条、社会的身分、病歴、犯罪の経歴など、取扱いに特に配慮を要する個人情報は、ご提出いただく職務経歴書・レジュメ等に含めないようお願いいたします。</p><img src="https://counter.adcourier.com/Z2FpbC5jYW5ldGUuNTI5ODcuMTA4OThAcmhpanAuYXBsaXRyYWsuY29t.gif">
- Tokyo,
- remote
- Contract
-
7.3M - 10.4M JPY / Yearly
- <p>An Asset Management client is looking for a Staff Portfolio Manager on contracting / freelance<br /><br />Position Overview<br />As a Staff Portfolio Manager, you will be responsible for generating insightful performance reports, monitoring portfolio performance, and updating client proposal materials to help showcase the value of our investment products. You will work closely with cross-functional teams to ensure the accuracy and integrity of data, contribute to market insight, and improve client engagement through high-quality deliverables.<br /><br />Key Responsibilities<br />1. Monthly Report Creation<br /><br />Prepare and distribute comprehensive monthly performance reports for investment products.<br />Collaborate with analytics and operations teams to ensure accuracy, data integrity, and compliance with internal standards.<br />Create visually compelling presentations that include key portfolio performance metrics, such as risk-adjusted returns and benchmark comparisons.<br />2. Investment Monitoring<br /><br />Regularly monitor portfolio performance and track key performance indicators (KPIs).<br />Identify trends or anomalies in performance data and escalate findings to senior investment teams.<br />Assist in drafting market commentary and portfolio activity summaries for client distribution.<br />3. Client Proposal Material Updates<br /><br />Update and customize client proposal materials to reflect performance outcomes, investment philosophies, and value propositions.<br />Partner with marketing teams to ensure materials are aligned with branding and regulatory standards.<br />Incorporate feedback from stakeholders to continuously improve the effectiveness of proposal deliverables.<br />4. Cross-Team Collaboration<br /><br />Partner with portfolio managers, client relationship managers, and operations teams to streamline data processes and enhance efficiencies.<br />Support client relations by providing timely and accurate responses to inquiries related to portfolio performance and product-specific information.</p><p><em>By clicking 'apply', you give your express consent that Robert Half may use your personal information to process your job application and to contact you from time to time for future employment opportunities. For further information on how Robert Half processes your personal information and how to access and correct your information, please read the Robert Half privacy notice <a href="https://www.roberthalf.com/jp/en/privacy" target="_blank">https://www.roberthalf.com/jp/en/privacy</a>. Please do not submit any sensitive personal data to us in your resume (such as such as race, beliefs, social status, medical history or criminal record) as we do not collect your sensitive personal data at this time.</em></p><hr /><p>お客様が「今すぐ応募」ボタンをクリックすることにより、ロバート・ハーフ(以下、当社)がお客様の応募内容を処理し、求人情報を今後随時ご連絡する目的で個人情報を使用することに明示的に同意ただいたこととなります。当社による個人情報の処理方法、またお客様自身の個人情報へのアクセスおよびその訂正に関する詳細については、プライバシー規約(<a href="https://www.roberthalf.com/jp/ja/privacy">https://www.roberthalf.com/jp/ja/privacy</a>)をお読みください。当社は、要配慮個人情報はお預かりしておりませんので人種、信条、社会的身分、病歴、犯罪の経歴など、取扱いに特に配慮を要する個人情報は、ご提出いただく職務経歴書・レジュメ等に含めないようお願いいたします。</p><img src="https://counter.adcourier.com/Z2FpbC5jYW5ldGUuNTI5ODcuMTA4OThAcmhpanAuYXBsaXRyYWsuY29t.gif">
- 2025-09-08T05:57:55Z