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.
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
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)
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
Nb · Tokyo, Japan