Misaki Yoshioka
New York,USA
Summary
Investment professional with proven experience in client acquisition, investment advisory, and research on U.S. equities and asset products. Skilled in delivering tailored financial solutions and market insights through reports, training sessions, and collaboration with cross-border teams in Japan.
Overview
8
8
years of professional experience
Work History
Associate
SMBC Nikko securities America Inc.
05.2023 - Current
- Conduct in-depth research on U.S. equities as primary responsibility and asset products as secondary focus within the Wealth Management Product Division, which is headquartered in Japan
- Shared findings from on-site research through published reports, meetings with the Tokyo team, and discussions with senior management at the firm’s headquarters in Japan
- Successfully provided Japanese retail investors with suitable investment opportunities by interviewing U.S. public companies and asset management firms, and by participating in industry conferences to gather market insights
Associate
SMBC Nikko Securities Inc.
04.2021 - 04.2023
- Conducted research for individual investors at the Wealth Management Products Division through financial analysis of U.S. companies, interviews with U.S. companies, and meetings with strategists and analysts from U.S. securities firms
- Published reports and organized training sessions for sales representatives to effectively disseminate market insights and investment information
Recruiter
SMBC Nikko Securities Inc.
10.2020 - 03.2021
- Organized and facilitated internship programs as a junior recruiter, identifying high-potential students and connecting them with senior employees
- Successfully contributed to building a strong talent pipeline that supported the company’s growth
Sales Representative
SMBC Nikko Securities Inc.
04.2018 - 09.2020
- Engaged in new client acquisition, managing the entire process from account opening and relationship building to product proposals
- Contributed to individual investors’ wealth creation by successfully proposing and distributing comprehensive financial products including equities, bonds, mutual funds, and insurance
- Provided holistic solution services tailored to clients’ financial situations and objectives
- Fostered long-term trusted relationships through consistent and client-focused advisory services
Education
Bachelor of Arts - American Literature
Meiji University
Tokyo03.2018
Skills
- Multilingual Skills (Japanese and English)
- Strong Understanding of Japanese Culture and Business Practices
- Client Relationship Management
- Cross-Border Communication
- Investment Advisory
- Investment Analysis and Reporting
Timeline
Associate
SMBC Nikko securities America Inc.
05.2023 - Current
Associate
SMBC Nikko Securities Inc.
04.2021 - 04.2023
Recruiter
SMBC Nikko Securities Inc.
10.2020 - 03.2021
Sales Representative
SMBC Nikko Securities Inc.
04.2018 - 09.2020
Bachelor of Arts - American Literature
Meiji University