Experience Inc. Jobs

Summary:

クライアント・プラットフォーム・グループのメンバーとして、弊社東アジア拠点における株式・マルチアセット運用戦略のプロダクト関連業務に従事します。 このポジションは、戦略、市場、マクロ経済に関連するクライアントレポート、クライアントプレゼンテーション、商品分析、コメントなど、クライアントにサービスを提供する役割を担います。

投資チーム、クライアントポートフォリオマネージャー、セールス、グローバルマーケティング、RFPなど、社内関連部署と緊密に連携し、高品質な投資家向けサービスの提供を行い、拡大する顧客基盤の支援を行います。

Responsibilities:

· 各種クライアントミーティング、セミナー、勉強会等において、既存の株式戦略やマルチアセット戦略に関するプレゼンテーションを実施する。

· 質の高いクライアントの資料やコメントを作成するために、株式およびマルチアセット戦略や市場環境を深く且つ広範囲に理解する。

· クライアントとの打ち合わせ準備を徹底し、会議に出席する。ミーティングに先立って、各クライアント/見込み客/コンサルタントを調査し、準備資料を提示する。

· ファンドのパフォーマンス、投資内容、市場見通しなどのポートフォリオデータに関するクライアントからの問い合わせに回答する。

· East Asia 営業チームや商品管理チームと緊密に連携し、ビジネス開発の機会を提供する。

Qualifications:

· 金融業界で株式商品と戦略の経験を３年以上経験している大学院卒

· 株式投資に関する知識と、パフォーマンス、アトリビューション、エクスポージャーを含むポートフォリオ分析

· 強力な組織力と、ダイナミックで締め切りの多い環境の中で仕事に優先順位を付ける能力

· 日本語、理想的には英語での優れた書面および口頭でのコミュニケーション能力。細部への優れた注意力で説明責任を果たす

· 対象分野の専門家と効果的にコミュニケーションを取り、投資チーム、営業チーム、法務チームからの指示に基づいて編集を取り入れる能力

Summary:

A member of the Client Platform Group supporting our growing East Asia client base and Neuberger Berman Equity teams. This position is responsible to provide services to our clients including client reporting, client presentations, product analysis and commentaries related to the strategies, markets and macro-economies.

Closely partners with key stakeholders in Neuberger Berman including investment teams, client portfolio managers, sales, global marketing, and RFP to support a fast growing client base and assure a high quality of Equity related services to East Asia clients.

Responsibilities:

• Conducting presentations at various client meetings, seminars and study sessions for existing Equity strategies.

• Understand Equity investment capabilities with requisite depth and range to be able to develop and deliver client materials and commentaries.

• 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 sales and product management teams in East Asia on business development opportunities.

Qualifications:

• 3+ years post-graduate experience in financial industry with experience in Equity products and strategies

• Knowledge of Equity Investment and portfolio analysis inclusive of performance, attribution, and exposure

• Strong organization skills and ability to prioritize work within a dynamic and deadline driven environment

• Excellent written and oral communication skills in Japanese and ideally in 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

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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