Client Service Advisor at NNBI Holdings Pty Ltd

Tokyo, , Japan -

Full Time

Start Date

Immediate

Expiry Date

05 Jan, 26

Salary

0.0

Posted On

07 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Teamwork, Communication Skills, Self-Starter, Market Knowledge, Investment Strategies, PC Skills, Excel VBA, Client Relationship Management, Data Management, Report Preparation, Negotiation, Regulatory Compliance, Risk Asset Reporting, Market Commentary Writing, Fixed Income Knowledge, Equity Knowledge, Derivatives Knowledge

Industry

Financial Services

Description

Responsibilities: 当社の行う金融商品取引業及び附随業務に係る顧客向けレポーティングの作成、送付及び保存に関する業務金法・年金・サブアド・自社設定投信の定期及びアドホックレポート作成、データ作成必要データの入手、現地との交渉、管理クライアント・リレーション業務(顧客からの照会対応) 債券及び株式のレポート作成その他上記に付随する業務 Qualifications: チームワーク(コミュニケーション・スキル)、協調性の高い方(バックアップを率先して引き受けることができる) セルフスターターマーケット知識、運用戦略知識(債券(特にクレジット)、株式、デリバティブなど) PCスキル(Excel VBAなど) 以下の点については前向きに評価される経験・スキルです。運用会社での関連業務経験3年程度以上運用会社クライアントレポーティング部門での専門的経験を伸ばしたい、もしくは今後、当社においてその様なキャリア形成を目指したい方運用報告書若しくは販売用資料向けのマーケット・コメント執筆経験バーゼル規制を含む金法向け規制対応レポート作成、リスクアセットレポート作成の経験英語力中級以上(主にReading, WritingだがSpeakingも含む) BlackRock Aladdin, FactSet, T-Star GX, GX-BIS、T-Star TX, Bloomberg, My State Street経験者 Responsibilities: Related to the preparation, delivery, and retention of client reporting associated with the company’s financial instruments business and ancillary operations: Preparation of periodic and ad-hoc reports, as well as data compilation, for Financial Instruments and Exchange Act (FIEA) accounts, pension funds, sub-advisory mandates, and proprietary investment trusts Acquisition of necessary data, negotiation and coordination with overseas offices, and data management Client relationship management, including responding to client inquiries Preparation of fixed income and equity fund reports Other related duties as required Qualifications: Required or Expected Experience and Skills: Strong teamwork and communication skills; highly cooperative and able to proactively provide backup support to colleagues Self-starter Knowledge of markets and investment strategies (such as fixed income—especially credit, equities, derivatives, etc.) PC skills (including Excel VBA, etc.) The following experience/skills are positively evaluated: Approximately three or more years of relevant experience at an asset management company Desire to further develop specialized experience in client reporting at an asset management company, or intent to build such a career within our firm Experience in writing market commentary for investment reports or marketing materials is preferred Preparation of regulatory compliance reports (including those required by Basel regulations) and risk asset reports for FIEA-related clients Intermediate or higher level of English proficiency (mainly reading and writing, but speaking as well) Experience with BlackRock Aladdin, FactSet, T-Star GX, GX-BIS, T-Star TX, Bloomberg, or My State Street Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/

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Responsibilities

The Client Service Advisor is responsible for preparing, delivering, and retaining client reporting related to financial instruments and ancillary operations. This includes creating periodic and ad-hoc reports, managing client inquiries, and coordinating data acquisition with overseas offices.