Portfolio Operations Associate

Overview

Fisher Investments Japan is the local entity of Fisher Investments, a privately held investment management firm that provides professional discretionary portfolio management services for high net worth individuals and some of the world's preeminent institutions. Fisher Investments' presence in Asia has grown significantly over the past decade, with a recent expansion into Japan and Singapore. We're looking for someone with an analytical background to join our team as a Portfolio Operations Associate based in our Tokyo office, and be a part of helping shape the future of Portfolio Operations at Fisher.

The Opportunity:

As a Portfolio Operations Associate at Fisher Investments Japan, you will be part of Fisher's Portfolio Management Group. You will maintain investment strategies for our international retail accounts. Your primary responsibilities will involve generating account-specific trade orders; helping coordinate and execute portfolio shifts, regularly working with Portfolio Operations Program Managers, Portfolio Engineers, and Traders; and matching trades and account holdings with counterparties. As a member of this newer team you will be encouraged to suggest strategic solutions to automate and scale our daily processes, increasing our efficiency while providing unparalleled service to our valued clients.

• Oversee trade order generation in new client accounts and existing client accounts to align with the appropriate strategy
• Produce account level trade orders to implement strategy level changes
• Facilitate prompt and accurate execution of client trade requests
• Support client services by serving as a point of contact for questions related to individual client portfolios
• Perform operational tasks related to client portfolio management
• Help design, execute, and maintain scalable workflows and systems that support the future growth of our business

• A university degree or equivalent combination of education and experience
• No professional experience required, while some is favored
• Be able to follow operational workflows
• A sound knowledge of financial concepts, markets, and current events;
• Experience implementing process improvements.
• Fluent in business English and Japanese
• Eagerness to help expand a growing team
• Experience communicating on a team and ability to work to a high level of detail

• 100% coverage of your monthly medical, dental and vision premiums for you and your eligible dependents through Allianz Care
• Full refunds on physician fees, prescriptions, testing and more to cover costs outside of national insurance
• 24/7 access to emotional wellness resources for you and your dependents (Ginger emotional coaches and Allianz Employee Assistance Programme)
• Travel support benefits through Allianz and Bupa
• This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.