【ディスクロージャー】投信ディスクロの求人詳細情報｜社名非公開：首都圏・関西圏における地域密着型のリテール中心の営業基盤を持つ、国内大手銀行

想定年収: 別途ご案内致します
仕事内容: 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 a high quality of private asset reporting and client servicing to East Asia clients.

Responsibilities:
• Manage production of PE portfolio analytics, client reporting, and client communication on PE portfolio for existing clients in Japan
• Mainly cover Private Equity Customized FoF mandates including several our commingled funds
• Understand PE investment capabilities with requisite depth and range to be able to develop and deliver client materials
• Partner with PE investment teams, sales, and Tokyo-based reporting team to deliver accurate and in-depth client reporting, client presentations, portfolio analysis and commentary
• Conduct thorough client meeting preparation and attend the meetings; research each client/prospect/consultant in advance of their meeting and present preparatory materials
• Answer client inquiries regarding portfolio data inclusive of fund performance, investment details, and market outlook
• Work closely with the NY-based investment teams in gathering necessary data and information for quarterly reporting, consultant surveys, and other relevant client inquiries
• Work closely with sales and product management teams in East Asia on business development opportunities.
• Prepare analysis for RFP’s and final presentations, and participate in client onboarding
必要経験: • 3+ years post-graduate experience in asset management with experience in PE products and/or investment banking
• Knowledge of PE Investment and portfolio analysis inclusive of performance, attribution, and exposure and/or skills of investment banking
• High client communication skills
• Strong organization skills and ability to prioritize work within a dynamic and deadline driven environment
• Advanced Excel and PowerPoint skills required (VBA, SQL, Python experience a plus)
• Excellent written and oral communication skills in both of Japanese and English. Accountable with excellent attention to detail
• Ability to communicate effectively with subject matter experts and incorporate edits based on instructions from investment, sales, and legal teams

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