Client Service Advisor at NNBI Holdings Pty Ltd

Tokyo, , Japan -

Full Time

Start Date

Immediate

Expiry Date

14 Apr, 26

Salary

0.0

Posted On

14 Jan, 26

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, Regulatory Compliance, Market Commentary Writing, English Proficiency, BlackRock Aladdin, FactSet, Bloomberg

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-BIST-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.

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Responsibilities

The Client Service Advisor is responsible for preparing, delivering, and retaining client reports related to financial instruments and ancillary operations. This includes managing client relationships and responding to inquiries, as well as preparing fixed income and equity fund reports.