Material Management & RFP Senior Associate (AVP Level)
Overview
We are seeking a Senior Associate to support product management, RFP responses, and client materials within a global investment management organization
This role sits within a product or investment support function, contributing to investment-related documentation, data management, and client communication
The position involves close collaboration with internal stakeholders across investment, sales, compliance, and global teams
Role Details
Location: Tokyo, Japan
Level: Assistant Vice President (AVP)
Department: Product Management / Investment Support
Employment Type: Full-time
Key Responsibilities
1. Product Materials & Pitchbook Management
Maintain and update marketing materials and pitchbooks for multiple investment strategies (e.g., fixed income, equities)
Ensure materials are accurate, consistent, and aligned with internal data and messaging
2. RFP / DDQ & Client Requests
Prepare and support responses to RFPs, DDQs, and client questionnaires in both Japanese and English
Address inquiries from institutional investors, distributors, and consultants
Collaborate with internal teams to gather required information and ensure high-quality responses
3. Stakeholder Coordination
Work closely with investment teams, client reporting, compliance, sales, and global offices
Coordinate responses to both prospective and existing client requests
4. Data Management
Manage and maintain key datasets including performance metrics, assets under management, and organizational data
Ensure data accuracy and consistency across materials and systems
5. Product & Market Information Support
Collect, analyze, and distribute information related to investment products
Support internal and external communication of product-related insights
Technical Environment
Tools include RFP automation platforms, portfolio management systems, market data tools, and internal applications
Frequent use of spreadsheet, presentation, and document tools for reporting and analysis
Candidate Requirements
Experience
Experience within an asset management or investment-related organization
Hands-on experience maintaining pitchbooks and preparing RFP/DDQ responses
Experience managing and handling investment-related data
Skills
Strong proficiency in Excel, Word, and PowerPoint
Excellent written and verbal communication skills
Strong time management and ability to handle multiple deadlines
Team-oriented mindset with strong collaboration skills
Language
Native-level Japanese
Business-level English, particularly strong writing ability
Preferred Experience
Knowledge of fixed income, ESG, or alternative investment products
Experience using industry platforms such as portfolio management or data systems
Strong translation capabilities (Japanese ↔ English)
Also Welcome
Experience creating sales or marketing materials
Back-office or operational experience within investment management
Experience preparing regulatory or legal documentation
Hiring Priorities
Candidates with strong experience in RFP/DDQ processes and investment data handling
Individuals who can coordinate across multiple stakeholders and deliver high-quality outputs under tight deadlines
Professionals with strong bilingual communication skills and attention to detail