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회원사 채용안내 상세보기
제목 [Schroders Korea Limited] Private Assets Business Solution CSM / CSE
등록일 2022-07-29 11:44:27 조회수 2077
회원사명 슈로더투자신탁운용 접수기간 20220729~20220814
사이트바로가기 linkedin.com/jobs/view/3184428534/?refId=JOH5qTt4Ql%2BwRrmTWAxU7g%3D%3D
첨부1 Job Description_PABS_CSM_CSE.pdf
내용
Please submit your application via https://www.linkedin.com/jobs/view/3184428534/?refId=JOH5qTt4Ql%2BwRrmTWAxU7g%3D%3D

Who we are looking for

We’re looking for a Client Services Manager / Client Services Executive to join our Private Assets Business Solution team that delivers effective and efficient client servicing and reporting support to the Client Directors.


About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 4,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.


What you'll do

This position is responsible for supporting Private Assets Sales Team as well as Private Assets Business Solution Team Lead. This will broadly encompass services throughout whole PA fund cycle i.e. sales and marketing activities, establishing fund structure, monitoring and conducting ongoing management of the funds, and supporting prospects and investors. This requires in depth knowledge of various PA products, investment and operation activities of the funds, and local regulatory requirements.


1. Sales support
-Fully support PA sales directors at all times, ensuring timely and effective co-ordination of all activities, using all relevant tools and information at their disposal. This may include translating and updating client presentation materials, drafting RFP/RFI, Salesforce and Pardot management, etc.

-Liaising with relevant internal and external parties ensuring all AML/KYC documentation is sourced for new and existing relationships as guided by the group policies

-Facilitate the implementation of any client operational requirements that include bespoke reports, relationship meetings, client due diligence, programs, events, etc.

2. Establishment of local vehicle

-Support PA fund onboarding process i.e. co-ordination local and overseas teams of new product requirements, review and completion of fund documents, execution of fund related agreements, new product approval process, etc.

-Build a robust relationship with internal and external teams to ensure a seamless link of key business areas that drive success closure of our mandate and ensuring full integrity of fund terms and schedule

3. Ongoing management of portfolio and meet client request

-Carry out transaction monitoring of PA funds such as capital call process from investors to overseas transfer, deposit and payment of income, accounting, FSS reporting/approval, etc., to ensure completeness of each team’s tasks.

-Improved quality of quarterly management reports with consistency throughout the funds

-Coordinate a variety of customized management reports (both scheduled and ad hoc), including quarterly results, plan/forecasting, capital and liquidity monitoring, portfolio composition, pipeline and financial status upon request by a local regulator, clients, and appointed valuation agencies.

Essential Skills / Requirements

- Minimum 2 years of relevant experience in the financial sector preferably in Asset Management
- Solid understanding of structure and operational flow of local FOF vehicle
- Good understanding of investment products in private assets especially infrastructure finance, private equity and/or real estate
- Aspiration to learn and grow in middle and back office function
- Excellent organisational skills and attention to detail and accuracy
- Ability to multitask while adapting to changing priorities
- Team player with great interpersonal skills and work ethic
- Excellent verbal and written communication in Korean and English language

Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

[기타사항]
- 당사는 개인정보보호법에 근거하여 채용전형을 진행하고 있습니다.
- 이력서가 첨부된 이메일 제출은 개인정보제공에 동의한 것으로 간주되어 이후 채용절차가 진행됩니다.
- 서류는 이메일로만 접수하며, 반드시 기재된 이메일 주소로 접수하시기 바랍니다.
- 면접은 서류전형 합격자에 한해 개별통지합니다.
- 입사지원서 내용에 허위사실이 판명될 경우 입사가 취소될 수 있습니다.
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