Tokyo, JPN
21 days ago
Client Service Advisor - 投資顧問オペレーション
**Summary:** 投資一任契約に係る資産運用関連事務の安定的な運営を行うこと。約定処理、監査関連(内部統制)、運用報告、信託銀行・顧客からの問い合わせ対応、トラブルシューティング、新規設定/解約等。 資金繰り、為替&ファンド発注等ミドルオフィス的業務も含みます。 **Responsibilities:** + 各種取引の発注および計上指図書作成業務 + 一任口座資金繰り管理 + 受託資産(投資有価証券やキャッシュなど)を実際に管理している受託信託銀行のデータとの照合業務 + 運用報告書等の帳票作成業務 **必須事項** **-** + 投資顧問オペレーションの経験者 + 外国籍投信の取り扱い経験あり(Private Equity取り扱い経験尚可) + Team playerであること(上司/同僚と、確認や報告等で、情報を適切に共有できる) + 迅速かつ正確な事務処理能力 + 各種ツール(Access, EXCELマクロ等)を問題なく使いこなせること + 語学レベル(日本語:上級、英語:中級(メール中心)) **望ましい事項** **-** + 特殊な銘柄や複雑な取引に関する問い合わせに対応する知識・経験 + トラブルシューティング:エラーなどが発生した際の影響の調査や対応する知識・経験 + 投資顧問業界の動向や規制に対する基礎的知識があること + Tstar_GX 経験者 _Neuberger Berman 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. 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 $515 billion in client assets (as of March 31, 2025) 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 760-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. For important disclosures: http://www.nb.com/linkedin
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