At a glanceSummarised by Seekless from the posting.
Must have5
Demonstrated leadership capability, including 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 provide backup support to colleagues
Self-starter with 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
Nice to have5
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, or existing management experience, or strong aspiration to develop such a career
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
Eligibility1
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
Skills
Excel
VBA
Aladdin
T-Star GX
GX-BIS
T-Star TX
Bloomberg
My State Street
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
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Acquire required data, coordinate and negotiate with overseas offices, and manage data efficiently
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Produce regulatory compliance reports (including those required under Basel regulations) and risk asset reports for FIEA-related clients
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Generate performance and risk analysis reports for fixed income funds utilizing BlackRock Aladdin
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Act as a primary point of contact for client relationship management, responding to client inquiries in a timely and professional manner
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Draft investment commentary, including original writing beyond translation
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Supervise and develop team members, providing training and guidance as necessary (VP)
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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
以下システムの使用経験：Aladdin / T-Star GX・GX-BIS / T-Star TX / Bloomberg / My State Street
Legal
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[email protected].