Client Service & Reporting Advisor

Neuberger Berman Group

Financial instruments and exchange act reporting
Blackrock aladdin performance analysis
Team leadership and management capabilities
The role involves overseeing the preparation, delivery, and retention of client reports for financial instruments and associated activities

Job Summary

  • The role involves overseeing the preparation, delivery, and retention of client reports for financial instruments and associated activities.
  • Candidates must demonstrate strong leadership capabilities to guide team members and manage daily operations effectively.
  • The position requires generating detailed performance and risk analyses for fixed income funds using BlackRock Aladdin.

Matching Summary

The role involves overseeing the preparation, delivery, and retention of client reports for financial instruments and associated activities.

Skills & Requirements

Must-have

  • Financial Instruments and Exchange Act reporting
  • BlackRock Aladdin performance analysis
  • Team leadership and management capabilities
  • Investment commentary drafting skills
  • Excel VBA proficiency

Nice-to-have

  • Five years asset management experience
  • Market commentary writing background
  • Intermediate English proficiency
  • Proactive self-starter attitude
  • Experience with T-Star GX systems

Key Requirements

  • Vice President level experience required
  • Solid knowledge of financial markets and strategies
  • Proficiency in Excel VBA or similar tools
  • Intermediate or higher English proficiency preferred

Work Rights

Not specified

Tailored Resume

Cover Letter