Full-Time

Fund Client Service Team Leader

Confirmed live in the last 24 hours

Neuberger Berman

Neuberger Berman

Expert

London, UK

Category
Asset Management
Corporate Finance
Finance & Banking

You match the following Neuberger Berman's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Demonstrable 10+ years’ experience in UCITS and QIAIF operations
  • Thorough understanding of a global UCITS funds business, and the client rebate process is key
  • Strong analytical skills with ability to evaluate issues, propose and implement solutions, and consider all downstream implications
Responsibilities
  • Team lead for the Fund Operations Team who are responsible for overseeing the day to day service provider operations for the UCITS, QIAIF and Alternatives (ELTIFs) platforms
  • Manage the relationships of the extensive network of global distribution platforms that the business deals with through distributor onboarding and continued distributor oversight
  • Oversee the external transfer agency relationship looking for continuous improvement
  • Manage the AML/KYC process for client on-boardings and reassessments including from high risk and EU prescribed high jurisdictions
  • Coordinate product implementation for the firms UCITS, QIAIF and Alternatives funds in conjunction with various teams throughout the global business, including product launches and fund/share class opening and closures
  • Transaction monitoring both in terms of suspicious transactions, daily flows and restricted trade approvals
  • Work closely with various stakeholders as subject matter experts for all operational aspects of UCITs QIAIF and Alternatives funds, demonstrating strong problem solving skills
  • Monitor and measure the impact of all regulatory developments on the firms UCITS,QIAIF and Alternatives fund range
  • Establish new procedures and enhance existing processes by seeking ways to improve and streamline them including any efficiency gains that may be realised through alternative/automated methods
  • Handle certain RFP and due diligence meeting information requests
  • Attend and present at client due diligence meetings as a Fund Services representative
  • Closely oversee, and coordinate updates to legal agreements
  • Drive the effort for creating efficiencies within the team and remove manual processes where possible
Desired Qualifications
  • Recent experience with Alternatives (ELTIFs) desirable
  • Experience with the NSCC / distribution platforms a bonus

Company Stage

N/A

Total Funding

$11.1B

Headquarters

New York City, New York

Founded

1939

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing interest in ESG investing aligns with Neuberger Berman's offerings.
  • Thematic ETFs present expansion opportunities for Neuberger Berman.
  • AI-driven strategies can enhance Neuberger Berman's portfolio performance.

What critics are saying

  • Increased competition in the ETF market may dilute market share.
  • Rising interest rates could impact fixed income fund performance.
  • Volatility in real estate markets may affect fund performance.

What makes Neuberger Berman unique

  • Neuberger Berman offers a diverse range of actively managed ETFs.
  • The firm has a strong focus on sustainable and ESG investing.
  • Neuberger Berman's experienced team enhances their investment strategies.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Performance Bonus