Client Service & Reporting Advisor at NNBI Holdings Pty Ltd

Tokyo, , Japan -

Full Time

Start Date

Immediate

Expiry Date

29 Jan, 26

Salary

0.0

Posted On

31 Oct, 25

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Reporting, Team Management, Data Analysis, Regulatory Compliance, Client Relationship Management, Investment Commentary, Performance Analysis, Risk Analysis, Financial Markets Knowledge, Investment Strategies Knowledge, Excel VBA, Communication Skills, Self-Starter, Teamwork, Negotiation Skills, BlackRock Aladdin

Industry

Financial Services

Description

Summary: ニューバーガー・バーマン(株)はクライアント・レポーティングのご経験のある候補者を探しております。ポジションはVice President レベルです。 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 •チームメンバーの育成・マネジメント、(該当する場合) •金法・年金・サブアド・自社設定投信の日次、週次、月次、アドホックレポート作成、データ作成 •および必要データの入手、現地との交渉、管理 •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 •クライアント・リレーション業務(顧客からの照会対応) •運用コメントの作成(翻訳だけではなく、執筆を含む) •BlackRock Aladdinを使用した債券ファンドのパフォーマンス・リスク分析を含むレポート作成 •その他上記に付随する業務 Qualifications: 必須ないし期待される経験・スキルは以下の通りです。 •チームメンバーからの相談対応などにも応じられるなど、働き方を通じてチームをリードできる方(VP) •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、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5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、あるいはマネジメント経験を有する、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・運用コメント執筆経験優遇 •英語力中級以上(主にReading, WritingだがSpeakingも含む) •Aladdin、T-Star GX, GX-BIS、T-Star TX, BlackRock Aladdin, Bloomberg, My State Street経験者 Summary: Neuberger Berman East Asia Limited is looking for a professional who has experience in Client Reporting. The position is the Vice President level Responsibilities: Oversee and manage the preparation, delivery, and retention of client reports related to the company’s financial instruments business and associated activities. Supervise and develop team members, providing training and guidance as necessary. Prepare daily, weekly, monthly, and ad-hoc reports, as well as 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. Act as a point of contact for client relationship management, responding to various client inquiries. Draft investment commentary (not limited to translation, but including original writing). Generate reports, including performance and risk analyses for fixed income funds, utilizing BlackRock Aladdin. Perform other related duties as required. Qualifications: Required or Expected Experience and Skills Demonstrated leadership capabilities, including the ability to guide and support team members through day-to-day work and serve as a point of consultation (for VP level) Strong teamwork and communication skills; highly cooperative and willing to proactively provide backup support to colleagues Self-starter with a proactive approach to work Solid knowledge of financial markets and investment strategies (including fixed income, equities, derivatives, etc.) Proficient PC skills, including experience with Excel VBA or similar tools The following experience and skills will be positively evaluated: Approximately five or more years of relevant experience at an asset management company Specialized experience in client reporting within an asset management company, management experience, or a strong desire to develop such a career within our organization Experience in drafting market or investment commentary for investment reports or marketing materials is preferred Intermediate or higher level of English proficiency (mainly reading and writing, but including speaking) Experience with systems such as Aladdin, T-Star GX, GX-BIS, T-Star TX, BlackRock Aladdin, 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 $558 billion in client assets (as of September, 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 770-plus investment professionals and more than 2,900 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

Oversee and manage the preparation, delivery, and retention of client reports related to the company’s financial instruments business. Act as a point of contact for client relationship management and respond to various client inquiries.