Jobs
>
London

    Client Reporting - London, United Kingdom - Neuberger Berman

    Neuberger Berman
    Neuberger Berman London, United Kingdom

    4 days ago

    Default job background
    Full time
    Description

    Role Overview:

    The candidate will play an integral role within the London Client Reporting & Portfolio Analytics team. This individual will be directly supporting the emerging market debt and global fixed income portfolio management teams and will be responsible for compiling portfolio and market specific materials, including institutional client reporting, macro-economic exhibits, bespoke institutional client exhibits, portfolio and product analytics, and portfolio review materials. Successful applicants will collaborate with Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP and Legal teams and will be involved in a variety of strategic and tactical marketing initiatives with the ability to gain meaningful exposure to projects across the asset class spectrum as well as sales distribution channels.

    Primary Responsibilities:

  • Understand the firm's global fixed income strategies with requisite depth to be able to develop client reports and client portfolio review decks
  • Run performance attribution reports and ad-hoc queries into the main drivers of Portfolio performance
  • Assist the team to deliver on all global clients' analytics reporting requirements in accordance with established investment management agreements (IMAs)
  • Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses
  • Develop proficiency in key reporting tools; develop report content and partner with IT to drive enhancements to the end-client deliverables
  • Participate in firm wide, client service related strategic initiatives
  • Working on key projects to create time saving efficiencies for the global team
  • Ability to communicate effectively with investment strategy subject matter experts, incorporate edits based on instructions from investment, sales and legal teams

    • Qualifications:

  • Bachelor's Degree in Finance, Business, Science, Math preferred
  • 4+ years post-graduate experience in asset management preferred
  • Additional qualifications, currently studying or a desire to obtain IMC, CFA (or equivalent) is preferred
  • Knowledge of financial markets, fixed income, interest in investment strategies and security-level analysis such as performance attribution
  • Advanced Excel and PowerPoint skills required, programming (VBA, SQL, Python) is preferred
  • Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
  • Analytical and comfortable working with and interpreting statistics and fixed income market data
  • Prior experience building presentations, including graphic and data slides
  • Highly motivated team-player with a desire to work on a wide range of projects, collaborative and self -starter.
  • Accountable with excellent attention to detail, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment

    • 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 .

    Learn about the .

  • Jigsaw Financial

    Client Reporting

    1 week ago

    Jigsaw Financial London, United Kingdom

    -Jigsaw Financial · London, United Kingdom · Posted 2 hours ago Hybrid Permanent £40k - £50k · - T · - POSTED BY · - Tony Bortolozzo · - RecruiterFollow · - Client Reporting / Investment Reporting / Fund ReportingClient Reporting professional required for a leading Asset Manager ...

  • M&G plc

    Client Reporting Specialist

    1 day ago

    M&G plc London, United Kingdom

    At M&G our purpose is to help people manage and grow their savings and investments, responsibly. As a business, we are continuing to take steps towards a sustainable future, delivering better long-term solutions for our customers and clients and identifying new opportunities to m ...

  • Pontoon

    Client Reporting Ba

    6 days ago

    Pontoon London, United Kingdom

    Client Reporting Business Analyst · London · 12 Month Contract · £750 per day via Umbrella Inside IR35 · My high-profile Banking client is currently recruiting for a Client Reporting Business Analyst on a 12-month contract, role is based in London Monday to Friday 9-5 on a hybrid ...

  • Triple Point LLP

    Client Reporting Coordinator

    1 day ago

    Triple Point LLP London, United Kingdom

    **Triple Point stands for something: for making a difference to communities through purpose-driven investments, and for generating long-term, sustainable profit for investors. Everyone who works at Triple Point stands for these things too, and we're empowered to help the company ...

  • eFinancialCareers

    Client Reporting and Performance Administrator

    1 day ago

    eFinancialCareers London, United Kingdom

    and data management during all quarterly reporting periods ensuring these are completed within SLA.- Co-ordinate the printing and despatch of all quarterly reports, ensuring the 3rd party printer completed all tasks within the agreed SLA. · - Manage the identification, analysis a ...

  • eFinancialCareers

    Specialist, Client Reporting/performance

    1 week ago

    eFinancialCareers London, United Kingdom

    **Overview**: · - Acts as high level consultant/ advisor to clients regarding portfolio management and inquiries. · - Engages with clients to collect feedback used to improve client experience. · - Reviews reports created on client portfolio performance and provides feedback on o ...

  • eFinancialCareers

    Client Reporting and Marketing Specialist

    3 days ago

    eFinancialCareers London, United Kingdom

    The Ocean Partnership has been engaged to recruit an exciting opportunity to join a leading investment management company. This is a fantastic opportunity to be part of a worldwide team. · As the Client Reporting Marketing Specialist, you will work within operations proving excel ...

  • Pontoon

    Technical Client Reporting Analyst

    5 days ago

    Pontoon London, United Kingdom

    **Technical Client Reporting Analyst** · **London/Hybrid** · **6 months Contract** · An exciting opportunity to join my client who are a Fortune 500 company, globally recognised, award-winning financial institution that has been in continuous operation since 1889. They are proud ...

  • Triple Point

    Client Investment Reporting Executive

    5 days ago

    Triple Point London, United Kingdom

    **Triple Point stands for something: for making a difference to communities through purpose-driven investments, and for generating long-term, sustainable profit for investors. Everyone who works at Triple Point stands for these things too, and we'reempowered to help the company s ...

  • UBS

    Client Service Regulatory Transaction Reporting

    1 day ago

    UBS London, United Kingdom

    United Kingdom · - Investment Banking, Operations · - Investment Bank · **Job Reference #** · BR · **City** · - London · **Job Type** · - Full Time · **Your role** · - Are you an excellent communicator, great in building relationships across various levels and able to juggle mult ...

  • eFinancialCareers

    Client Asset Initiatives and Regulatory Reporting

    1 week ago

    eFinancialCareers London, United Kingdom

    **Job Title**:Client Asset Initiatives and Regulatory Reporting** · **Corporate Title: Vice President** · **Location: London** · **Role Description**: · The Client Assets Control Group primary objective in EMEA is to ensure compliance with the Client Asset rules within the UK and ...

  • Neuberger Berman

    Trainee - Client Reporting and Portfolio Team

    6 days ago

    Neuberger Berman London, United Kingdom

    Role Overview · The Client Reporting and Portfolio team, provide timely and accurate portfolio characteristics data to meet client specific as well as regulatory reporting requirements. · As our successful trainee, you will sit as part of the Portfolio team in London. This will g ...

  • Bruin Financial & Professional Services

    Client Reporting Analyst

    1 day ago

    Bruin Financial & Professional Services City of London, United Kingdom

    **About Federated Hermes** · Federated Hermes are a global leader in active responsible investment, with over $600B worth of AUM (Assets Under Management). Headquartered in Pittsburgh, USA and with offices across the globe, Federated Hermes offers investment capabilities in publi ...

  • eFinancialCareers

    Regulatory Reporting Services Client Support Analyst

    6 days ago

    eFinancialCareers London, United Kingdom

    The Regulatory Reporting Support Team provides exceptional service across our suite of Reporting & Quality Assurance products to Bloomberg's Regulatory Reporting Services (BRRS) clients. Our global, cross-asset, multi-regulation solutions fulfil the needsof firms across all marke ...

  • eFinancialCareers

    Client Reporting Oversight, Assistant Vice President

    1 week ago

    eFinancialCareers London, United Kingdom

    **Purpose of role**: · You will be a member of a team responsible for the oversight of production and query management of a diverse range of institutional reports and factsheets for our European and Middle East based clients, covering the full range of the firm's investment capab ...

  • William Blake Group

    Client Reporting

    2 days ago

    William Blake Group London, United Kingdom Full time

    Responsibilities · Produce monthly and quarterly regulatory client reports and fund reports for Pooled Fund investors. · Produce factsheets across all geographical regions in which the company operates. · Support on the production and dissemination of pre-sale regulatory disclosu ...

  • eFinancialCareers

    Senior Client Reporting Change Analyst, Front

    1 week ago

    eFinancialCareers London, United Kingdom

    **Overview** · the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity. · BNY Mellon is a leader in the world of investment services and i ...

  • eFinancialCareers

    Senior Client Reporting Change Analyst, Front

    1 week ago

    eFinancialCareers London, United Kingdom

    **Overview** · **Who we are**: · For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world's leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approxima ...

  • eFinancialCareers

    Client Reporting Oversight, Assistant Vice President

    6 days ago

    eFinancialCareers London, United Kingdom

    **Overview** · We are looking for an applicant who will help support the flow of data and reporting of State Street Global Advisors (SSGA) Funds to the wider market. With a key focus on SSGA's flagship ETF and Mutual Funds business, you will be collaborating with multipleteams in ...

  • Neuberger Berman

    Client Reporting

    1 day ago

    Neuberger Berman London, United Kingdom

    Information regarding Neuberger Berman's privacy policy is available under Important Links on . · Client Reporting & Analytics Associate page is loaded · Client Reporting & Analytics Associate · Apply locations London time type Full time posted on Posted 4 Days Ago job requisi ...