Role summary:
Leading the Portfolio Management function within the Sanne Trust Company. Developing the business into a scalable solution for clients who
want to use the Directed Trustee model that Sanne provides in Japan.

Key responsibilities:

• Coordinating with the appointed Investment Advisor to determine the investment transactions to be placed, including assessment of new and existing securities to achieve the desired investment return outcome;
•  Working with the Sanne Investment Committee to review and finalise the investment transaction based on agreed investment return, risk
  management principals and investment guidelines;
• Creating investment management reports to be sent to investors for each individual investment strategy;
•  Meeting with Investors and other related parties periodically to review overall investment performance and discuss future investment strategy;
• Working with Sanne Business Development and Management on new opportunities including input into the sales process and client onboarding;
  
•  Creating, together with the Risk and Compliance head for the Investment Management team all required regulatory reports;
•  Working with management to review new product and business opportunities.

Skills / experience:

• Education up to degree level or higher;
• Professional qualifications including CPA, CFA or similar are a plus;
•  Proven track record in Client Portfolio Management including in the areas of private credit, mezzanine finance, etc.
•  Ability to negotiate with current and prospective investment advisors on the terms and conditions of the investment manager process;
•  Comfortable in both English and Japanese;
•  Understanding key investment management principals such as return & risk modelling, liquidity requirements and the impact on investments,
  investment guideline compliance and risk management;
•  Balance of work and life outside the office is very important.