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Client Service & Reporting Advisor at Neuberger Berman - ApplyBlast

Client Service & Reporting Advisor

Neuberger Berman

4 months ago

4.0 on Glassdoor

Tokyo, Japan

Onsite

Full Time

Senior

0 applicants

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About this role

This role involves overseeing the preparation, delivery, and retention of client reports related to financial instruments, pension funds, and proprietary investment trusts. Candidates will utilize tools like BlackRock Aladdin to generate performance and risk analysis reports while acting as a primary contact for client inquiries. Senior candidates will also focus on drafting investment commentary and supervising team members to enhance service quality.

Responsibilities

Prepare daily and monthly client reports for financial instruments accounts
Generate performance and risk analysis reports using BlackRock Aladdin
Draft original investment commentary for fund reports
Supervise and develop team members while providing training
Act as primary point of contact for client relationship management

Skills

Qualifications

5+ years in asset managementClient reporting function experience

About Neuberger Berman

nb.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

1939

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Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.