Yuto Otsuka
Summary
Hardworking and passionate job seeker with strong organizational skills eager to secure professional position in finance with the experience from Japan.
Detail-oriented team player with strong organizational skills. Capable of handling multiple projects simultaneously with a high degree of accuracy and punctuality.
Overview
5
5
years of professional experience
Work History
Associate 2 in Fund Administration Department
State Street Trust And Banking Co., Ltd.
09.2021 - 04.2024
- Preparation of daily / monthly cash, price, NAV reconciliations using internally-developed system (Japan Accounting Reporting System) while working with teams internationally.
- Assigned work and supervised the daily operations of the team, and became responsible for research and resolution of issues/inquiries from client and banks.
- Set up bi-weekly meetings with team and client for seeking an opportunity to improve efficiency in daily tasks.
- Reconciliation with trust banks and figuring out issues in details when there was unmatched in Cash amount, Unit Price or NAVs.
- Preparation and submission of required documents for new fund setup and fund termination.
- NAV release to investors in a timely manner after reconciliation of NAV and Unit Price with trust banks.
- Training of daily / monthly tasks to new comers.
- Worked with IT department for MS Excel Macros enhancement for more efficient workflow.
Associate in Sales Department
Okasan Securities Co., Ltd.
04.2019 - 08.2021
- Providing investment opportunities to potential clients by calls and door to door sales.
- Sales of financial products (Stocks, bonds, mutual funds, etc.) to individual and corporations.
- Organizing clients information for building relations for potential deals.
- Responsible of banks in two prefectures (Nagasaki and Saga) and sales of financial products to institutional investors (Banks).
- Set up client meeting to achieve clients needs through financial products.
Education
Bachelor in Accounting And Finance - Accounting And Finance
Ritsumeikan Asia Pacific University
Oita, Japan03.2019
Business Certificate - International Business
Canadian College
Vancouver, BC03.2017
Skills
- Teamwork and Collaboration
- Problem-solving skills
- Reliable and punctual
- Decision-making capabilities
- Improvement plan knowledge
- Issue Research
- Client Relations
- Staff Training
Accomplishments
Billiards Player since 10 years old.
Became junior representative of Japan in 2013, and participated in an international tournament in South Africa.
Runner up of Western Japan Professional Tournament in 2022
Languages
English
Full Professional
Japanese
Native or Bilingual
Timeline
Associate 2 in Fund Administration Department
State Street Trust And Banking Co., Ltd.
09.2021 - 04.2024
Associate in Sales Department
Okasan Securities Co., Ltd.
04.2019 - 08.2021
Bachelor in Accounting And Finance - Accounting And Finance
Ritsumeikan Asia Pacific University
Business Certificate - International Business
Canadian College
Similar Profiles
Akhil JoumpulaAkhil Joumpula
Assistant Manager at State Street Bank and Trust CompanyAssistant Manager at State Street Bank and Trust Company
Nithya Shree MNithya Shree M
Fund Accountant at State Street Bank And Trust CompanyFund Accountant at State Street Bank And Trust Company
Lisa BroderickLisa Broderick
Vice President, Legal at State Street Bank and Trust CompanyVice President, Legal at State Street Bank and Trust Company