Client Service & Reporting Advisor at Neuberger Berman Europe Ltd

Tokyo, , Japan -

Full Time

Start Date

Immediate

Expiry Date

18 Oct, 26

Salary

0.0

Posted On

20 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Reporting, Financial Instruments, Regulatory Compliance, Risk Analysis, Fixed Income, BlackRock Aladdin, Client Relationship Management, Investment Commentary, Team Leadership, Excel VBA, Financial Market Knowledge, Derivatives, Equities, Data Management, English Proficiency, Performance Analysis

Industry

Financial Services

Description

Client Reporting Assistant Vice President / Vice President Summary Neuberger is seeking an experienced professional to join our Client Reporting team. This role is central to overseeing the preparation, delivery, and retention of client reports related to the company's financial instruments business and associated activities, while contributing to the continuous enhancement of client service quality. Responsibilities Prepare daily, weekly, monthly, and ad-hoc reports and related data for Financial Instruments and Exchange Act (FIEA) accounts, pension funds, sub-advisory mandates, and proprietary investment trusts Acquire required data, coordinate and negotiate with overseas offices, and manage data efficiently Produce regulatory compliance reports (including those required under Basel regulations) and risk asset reports for FIEA-related clients Generate performance and risk analysis reports for fixed income funds utilizing BlackRock Aladdin Act as a primary point of contact for client relationship management, responding to client inquiries in a timely and professional manner Draft investment commentary, including original writing beyond translation Supervise and develop team members, providing training and guidance as necessary (VP) Perform other related duties as required Qualifications Required / Expected Experience and Skills Demonstrated leadership capability, including the ability to guide and support team members and serve as a point of consultation (VP) Strong teamwork and communication skills; highly cooperative and willing to proactively provide backup support to colleagues Self-starter with a proactive and autonomous approach to work Solid knowledge of financial markets and investment strategies, including fixed income, equities, and derivatives Proficient PC skills, including Excel VBA or equivalent tools Preferred Experience and Skills Approximately five or more years of relevant experience at an asset management company Specialized experience in a client reporting function at an asset management company, existing management experience, or a strong aspiration to develop such a career within our organization Experience drafting market or investment commentary for investment reports or marketing materials Intermediate or above English proficiency (primarily reading and writing; speaking a plus) Familiarity with any of the following systems: Aladdin / T-Star GX / GX-BIS / T-Star TX / Bloomberg / My State Street Summary: 金融商品取引業および附随業務に係る顧客向けレポーティングの企画作成送付保存を担う中核的ポジションですチームの中心としてクライアントサービスの高度化および業務品質の継続的向上に貢献していただきます 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バイザリー自社設定投信を対象とした日次週次月次アドホックレポートの作成およびデータ整備レポート作成に必要なデータの収集管理および社内外関係者との折衝バーゼル規制対応を含む金融商品取引法関連規制レポートおよびリスクアセットレポートの作成 BlackRock Aladdin を活用した債券ファンドのパフォーマンスリスク分析レポートの作成クライアントからの照会対応を含むクライアントリレーション業務運用コメントの執筆(翻訳にとどまらない独自の執筆を含む) チームメンバーの育成マネジメント (VP該当者) その他上記に付随する業務 Qualifications: 必須/期待されるスキル経験チームメンバーの相談に応じ日常の働き方を通じてチームを牽引できる方 (VP) 高いコミュニケーション能力と協調性を持ちバックアップ業務を率先して担える方指示を待たず主体的に業務を推進できるセルフスターター債券株式デリバティブ等の金融商品および運用戦略に関する実務知識 Excel(VBA含む)等の業務ツールを習熟して活用できる方歓迎するスキル経験運用会社における関連業務経験 5年以上運用会社のクライアントレポーティング部門での専門経験またはマネジメント経験(あるいは当社においてそのキャリアを志向する方) 運用報告書販売用資料向けのマーケット運用コメント執筆経験英語力(ReadingWriting 中級以上Speaking も歓迎) 以下システムの使用経験:Aladdin / T-Star GXGX-BIS / T-Star TX / Bloomberg / My State Street Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship. Neuberger 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

Oversee the preparation and delivery of client reports for financial instruments, pension funds, and regulatory compliance. Act as a primary contact for client relationship management and provide leadership and training for team members.