Neuberger Berman

Client Service & Reporting Advisor

Neuberger Berman  •  Tokyo, JP (Onsite)  •  8 days ago
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Job Description

ニューバーガーはクライアント・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

Neuberger 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 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

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Neuberger Berman

About Neuberger Berman

Neuberger Berman is an employee-owned, private, independent investment manager founded in 1939 with 2,900 employees in 26 countries. The firm manages $558 billion of equities, fixed income, private equity, real estate and hedge fund portfolios for global institutions, advisors and individuals. Neuberger's investment philosophy is founded on active management, fundamental research and engaged ownership. The firm has been named the #1 Best Place to Work in Money Management by Pensions & Investments and has placed #1 or #2 for each of the last eleven years (firms with more than 1,000 employees). Visit www.nb.com for more information, including www.nb.com/disclosure-global-communications for information on awards. Data as of September 30, 2025.

Industry
Finance & Insurance
Company Size
1,001-5,000 employees
Headquarters
New York, NY
Year Founded
Unknown
Website
nb.com
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