Neuberger Berman
Client Service – EMEA – Vice President
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About Neuberger
Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization. As a private, independent, employee-owned investment manager, Neuberger is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together. From offices in 40 cities worldwide, Neuberger manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With more than 700 investment professionals and more than 2,900 employees in total, Neuberger has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013. For more information, please visit our website at www.neuberger.com.
Position Overview
To be responsible for the day-to-day activities of Client Service along with the team and serving the needs of a growing client base with a focus on Iberia (Intermediary/Institutional) and Latam (Institutional). Work closely with the respective client coverage team to support clients throughout the full life cycle; ensuring that all clients’ requirements are met. The position requires a strong understanding of the asset management business and an ability to execute on tasks and ensure key stakeholders are kept updated.
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Primary Responsibilities
- Ownership of key client relationships within the region.
- Understand clients’ investment objectives, assigned mandates and portfolio composition & strategy.
- Direct responsibility for ensuring all client reporting and servicing needs are delivered in accordance with client’s requirements and our legal obligations
- Ensure the timely onboarding of new accounts across our range of UCITS funds, Private fund vehicles and separate accounts
- Act as an internal advocate for the client; collaborating with senior internal stakeholders
- Maintain ongoing dialog with our clients, ensuring all servicing needs are delivered upon; Demonstrated understanding of the servicing expectations, communication style, and market practices relevant for client base
- Understanding of regulatory framework and requirements
- Liaise and establish strong relationships with internal teams to ensure client servicing needs are met
- Lead initiatives to enhance the client experience for clients
Key Requirements / Qualifications
(essential unless otherwise stated)
- 7+ years of relevant industry experience, ideally handling Spanish speaking client base
- Business-fluent Spanish and English required, Portuguese preferred
- Understanding of equity and fixed income strategies; knowledge of alternatives strategies is preferred
- Extensive experience in dealing with onboarding (Fund and Segregated accounts) and queries
- Ability to communicate complex investment, operational, and servicing matters clearly and confidently to sophisticated institutional clients in Spanish and English.
- Partner effectively with Client Coverage, Portfolio Management, Legal, Compliance, Operations, Product, and Reporting teams to deliver a seamless client experience.
- Team player and highly motivated.
- Highly organized, creative, enthusiastic, self-starter, Strong analytical and problem solving, coordination skills
- Proficient in Microsoft Word, Excel, PowerPoint
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Neuberger is an equal opportunity 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.
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