Bilingual Investment Research Assistant

SUMITOMO MITSUI TRUST BANK, LIMITED•New York, NY

2d•$95,000 - $105,000•Hybrid

About The Position

This role is for Assistant Officer level candidates. SUMITOMO MITSUI TRUST BANK, LIMITED was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Business Development Department (“BDD”) is responsible providing Asset Management related business and support high level networking with other financial institutions on Asset Management and related matters. BDD focuses on developing and achieving New York Branch Asset Management and related business objectives.

Requirements

Bachelor’s degree required.
Business-level proficiency in both Japanese and English, with strong written and verbal communication skills.
Good quantitative, analytical, and problem-solving skills.
Ability to support team members in preparing materials and responding to internal and external requests.
Proficiency in Microsoft 365 applications (Excel, PowerPoint, Word, and Outlook).
Responsible for compliance in area of responsibility. Identifies and understands the risks and laws involved in the department's operations.

Nice To Haves

A degree in Finance, Economics, Business, Accounting, or a related field, or an equivalent academic background, is preferred.

Responsibilities

Support team members in conducting research and analysis on the asset management industry, asset managers, and their investment products, including the use of external databases.
Support team members in creating materials such as performance reports, strategy presentations, and industry reports, including chart creation and drafting of content.
Provide ad-hoc support to team members and/or senior management as needed, including assistance with urgent requests, preparation of materials, and coordination of internal and external communications.
Perform data entry and maintenance of internal databases relating to the asset management industry, asset managers, and investment products.
Coordinate meetings with asset managers and other relevant parties, including scheduling and logistical arrangements. Provide in-meeting support such as hospitality and assistance. Prepare, document, and maintain meeting records.
Prepare internal approval documents. Coordinate business travel arrangements including bookings. Process expense reimbursements, including those for other team members.
Administer fee calculations and perform related operational tasks within the department. Lead and support administrative functions associated with manager research and departmental activities, including IT software and infrastructure setup support for team members.
Liaise and coordinate with relevant departments in Tokyo regarding the above activities.