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- 仕事内容
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A member of the Portfolio Services team supporting our growing East Asia client base and Neuberger Berman Private Equity teams. As a portfolio specialist for private assets, this position is responsible for compiling strategy, portfolio, and market specific materials, including (and not limited to) bespoke institutional client reporting, client presentations, product analysis, market and macro-economic reports and commentary. Closely partners with key stakeholders in Neuberger Berman including investment teams, sales, global marketing, and RFP to support a fast growing client base and assure high-quality and timely private asset reporting and client servicing to East Asia clients.
Responsibilities:
•Manage the production of PE portfolio analytics, client reporting, and ongoing client communication for existing private asset clients in Japan
• Primarily cover Private Equity Customized FoFs mandates, including several our commingled funds
• Develop a strong understanding of the firm’s PE investment capabilities across strategies and structures in order to deliver high-quality client materials
• Partner with PE investment teams, sales, and the Tokyo-based reporting team to deliver accurate, timely, and in-depth client reports, presentations, portfolio analyses, and commentaries
• Conduct thorough preparation for client meetings and attend those meetings; research each client/prospect/consultant in advance and prepare tailored materials
• Respond to client inquiries regarding investments , including fund performance, portfolio details, operational matters, and market outlook
• Work closely with the NY-based investment teams to gather required data and information for quarterly reports, consultant surveys, and other client-related requests
• Collaborate with sales and product management teams in East Asia on business development opportunities.
• Prepare analysis and materials for RFP and final presentations, and support client onboarding process - 必要経験
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・3+ years of post-graduate experience in asset management with exposures to PE products and/or investment banking
• Solid knowledge of PE Investment and portfolio analysis, including performance, attribution, and exposure analysis, and/or investment banking skillset
• Knowledge of fund accounting and finance is a plus
• Strong client-facing and communication skills
• Excellent organizational skills and the ability to prioritize and manage multiple deliverables in a dynamic, deadline-driven environment
• Advanced Excel and PowerPoint skills required; experience with VBA, SQL, Python is a plus.
• Excellent written and verbal communication skills in both of Japanese and English, with a high degree of accountability and attention to detail
• Ability to communicate effectively with subject-matter experts and incorporate feedback and edits from investment, sales, and legal teams - 予定年収
- 別途ご案内致します
- 予定勤務地
- 東京都千代田区
- 企業名
- 社名非公開 : 独立系資産運用会社
- 企業の特徴
- 米国で設立された独立系資産運用会社。伝統的資産からオルタナティブ資産までフルラインナップの商品を提供。
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