Strategic Planning

会社概要/Company Overview

日興アセットマネジメントは、日本そしてアジアを代表する資産運用会社です。株式、債券、オルタナティブ、マルチアセットなど多様な資産クラスを対象とするアクティブ運用やETF（上場投資信託）を含むパッシブ運用など、革新的な投資ソリューションを提供しています。

60年を超える実績を誇り、30以上の国・地域から集まる人材を世界11カ国・地域に擁して、約200名の運用プロフェッショナルが約36.35兆円の資産を運用しています。グローバルな視点を活かし、お客様のニーズにお応えする様々な商品の開発を推進するとともに、優れた運用パフォーマンスの実現を常に追求しています。銀行などの金融機関、証券会社、生命保険・損害保険、ファイナンシャルアドバイザーなど、国内外の計300社超の販売ネットワークを通じ、個人投資家の皆様や年金基金や金融機関など世界中の機関投資家のお客様に対して幅広いサービスを提供しています。

With US$240.1 billion* under management, Nikko Asset Management is one of Asia’s largest asset managers, providing high-conviction, active fund management across a range of Equity, Fixed Income, Multi-Asset and Alternative strategies. In addition, its complementary range of passive strategies covers more than 20 indices and includes some of Asia’s largest exchange-traded funds (ETFs).

Headquartered in Asia since 1959, the firm represents nearly 200** investment professionals and over 30 nationalities across 11 countries. More than 300 banks, brokers, financial advisors and life insurance companies around the world distribute the company’s products.

※2024年3月末時点
※世界の就業者数、運用プロフェッショナル：日興アセットマネジメント株式会社、および連結子会社の役社員を含む。
※運用資産総額：日興アセットマネジメント株式会社および海外子会社の連結運用資産総額（投資助言を含みます。）

Purpose Statement

Strategic Planning Department is responsible for the identification, execution and support of Nikko AM’s strategic activities, including M&A, Joint Ventures, Team Lift Outs as we continue to grow our product capabilities and distribution footprint  across Asia and globally.  We are also responsible for shareholder relations, being the go-to department for communication with our shareholder, Sumitomo Mitsui Trust Holdings, for regular reporting items as well as strategic initiatives

Key Responsibilities

· He/she will help lead and support the activities of the Department, in the analysis, evaluation, execution of potential M&A/JV projects and shareholder related projects, through research, valuation, structuring of transactions, due diligence, negotiation of contracts, and preparation of presentation materials to the Global Executive Committee and the Board of Directors, among other things.

· As our projects are multi-faceted and require working with multiple departments and outside parties, he or she would be expected to have strong communication, presentation and people skills, and to be able to work harmoniously with various parties. 

· He/she will be evaluated based upon the quality of the work product (e.g. analyses, presentation materials), attention to detail and timeliness of the project execution, as well as on overall contribution to the successful completion of projects. 

Knowledge and Skills

· Investment banking (Corporate Finance, M&A, Capital Markets), management consulting or other financial services related experience (3 to 8 years) preferred

· English language skills (speaking, writing, presentation) required

· Japanese language skills important (native speaker preferred)

· Other languages (e.g. Chinese) a plus

Experience and Qualification

· Team player, critical thinker, analytical, self starter, multi-cultural

· Can do attitude

· Attention to detail

· Ability and facility to work under time pressure

· Interested in and enjoys working with the financial markets