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  3. Investment Analyst

Investment Analyst

Negotiable / Unpublished

  • イボットソン・アソシエイツ・ジャパン株式会社
  • Location: Tokyo
  • Japanese level:Fluent │Required length of experience:3 year to less than 5 years

Morningstar is an equal opportunity employer.

  • Permanent
  • 3 year to less than 5 years
  • Overseas job seekers
  • Close
Date:2022/06/28~2022/12/25

Job summary

Job category Professional (Consulting / Finance / Real Estate / Professional Services)/Finance
Industry Finance/ Securities / Investment Trusts
Employment type Permanent
Number of openings 1
Desired entry time -
Required language skill

Japanese (Fluent)

Foreign language competence English、
Working hours Full Time
Assistance in visa application -
Number of foreign employees -

Work details

Responsibilities:
Contribute to capital markets and asset allocation research efforts across all asset classes by understanding the key drivers of asset markets and identifying attractive new investment strategies and asset classes.
Collaborate with Morningstar’s research partners to leverage our global network in formulating recommendations for implementation across the portfolios.
Prepare research and recommendation summaries for use by both internal and external investment committees as well as discussing the advantages and disadvantages and key risks of investment strategies.
Contribute to the ongoing research agenda in cooperation with the Investments team.
Develop, enhance and maintain our own portfolios and client portfolios.
Work collaboratively with global investment professionals to continue to build a leading global investment management business and deliver better investing outcomes to our clients.
Proactively participate in the global investment meetings.
Proactively work with other groups to support the one Morningstar goal, and specifically work with sales team to maximize the external offerings to all clients.
Assist to build and maintain an external profile for MIM as a thought leadership brand through publications, media engagements, conference presentations and client meetings.
Contribute to the relationship management for our clients and presenting at investment conferences.
Support and contribute to marketing, sales and distribution here in Japan.
Perform other duties as necessary.

Requirements:
A bachelor’s degree is required; CMA or CFA designation is highly desirable.
1-5 years relevant investment industry experience, preferably multi-asset portfolios, together with experience in collaborating with offshore investment professionals.
A flexible and adaptable attitude, and a willingness to share ideas with a team.
Understanding of traditional finance, economics, investing and behavioral finance.
Good understanding of capital market theories including asset valuation and risk, and theories of combining assets into a multi-asset portfolio.
Strong written and oral communication skills with the ability to work effectively in a high-performance team environment with limited oversight.
Experience implementing portfolios using several different assets – Equities, Fixed Income and FX through direct securities, futures, ETFs and external managers as examples.
Capabilities in asset allocation, manager and security selection including ETFs, multi-manager funds and direct securities
Comfortable working in a quantitative environment and have knowledge of market investment tools (Bloomberg etc.).
Communication skills in English. May not need to be fluent but need to communicate with Investment Management group professionals around the world.
Capabilities in an operation orientation. Capable, involved in operations and processes.

About interview

Remote

Liaison

JapanTokyoIbbotson Associates Japan, Inc. Hibiya Building 6F;1-1-1, Shinbashi, Minato-Ku Tokyo Map



Name of person in charge of hiring:Summer Li

Investment Analyst

イボットソン・アソシエイツ・ジャパン株式会社

Negotiable / Unpublished

Close

Company overview

イボットソン・アソシエイツ・ジャパン株式会社Investment Analyst イボットソン・アソシエイツ・ジャパン株式会社Investment Analyst

イボットソン・アソシエイツ・ジャパン株式会社

Finance /Securities / Investment Trusts

イボットソン・アソシエイツ・ジャパンは、20年以上にわたり、世界の資本市場の長期的なリスクとリターンの調査研究にもとづき、中立的な観点から日本の投資家および資産運用業界の皆様に、投資判断に役立つ情報提供とポートフォリオ構築を支援しております。



当社は、金融経済学の研究成果を投資実務に役立たせるという、1977年に米国本社を創立したロジャー・G・イボットソン(現イェール大学経営大学院教授)の理念に基づき、日本の金融市場においても長期分散投資を目的とするアセット・アロケーションをはじめ、各種投資助言やコンサルティング・サービスを行っております。



2006年、グループの一員になった米国モーニングスターの理念もまた投資家の皆様に多様な金融情報をわかりやすく提供することにあります。今日では複雑化・多様化する金融商品と氾濫する金融情報によって、投資家が判断に迷うことが多くなっており、当社とその事業理念は従来にも増して存在意義が高まっているものと確信しております。



20年以上におよぶ日本市場向けの投資助言やコンサルティング・サービスに加え、現在では米国モーニングスターがグローバルに提供をしているリサーチ、投資分析ソフトウエア、およびデータ・ツールを日本市場にも提供しております。このようなサービスを通じて、機関投資家や個人投資家の皆様が質の高い情報を得たうえで、長期的な視点で賢明な投資判断をされる一助となることを願っております。

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