Fund & Client Operations Analyst (Client Transaction Analyst)

Location Tokyo
Discipline Financial Services
Job type Permanent
Salary Negotiable Based on Experience
Reference 35015


A global investment firm that offers comprehensive investment solutions to clients in more than 50 countries


  • Liaise with brokers and WMC personnel to perform trade reconciliations

  • Manage procedures from account opening to closing, oversee compliance, etc.

  • Manage customer cash flow

  • Check overdrafts and review and implement solutions internally

  • Work closely with international CTS teams to implement and enhance efficient workflow

  • Build strong relationships with customers


  • Bachelor’s degree

  • Over 3 years of relevant industry experience

  • Analytical, organizational, multi-tasking skills, attention to detail




  • プローカーやWMC担当者と連携し、取引照合を実行

  • 口座開設から閉設およびコンプライアンスなどの保守を促進

  • 顧客のキャッシュフローの管理

  • 当座貸超を確認し、社内で解決策を検討・実行

  • 海外支部のCTSチームと密接に連携し、効率的なワークフローの作成、強化および実施

  • 顧客との強い関係構築


  • 学士号

  • 3年以上の関連業界での経験

  • 分析力、組織力、マルチタスク力、細かいところに目を配れる方