Client Service & Reporting Advisor

**Client Reporting**

Assistant Vice President / Vice President

**Summary**

Neuberger is seeking an experienced professional to join our Client Reporting team. This role is central to overseeing the preparation, delivery, and retention of client reports related to the company's financial instruments business and associated activities, while contributing to the continuous enhancement of client service quality.

**Responsibilities**

+ Prepare daily, weekly, monthly, and ad-hoc reports and related data for Financial Instruments and Exchange Act (FIEA) accounts, pension funds, sub-advisory mandates, and proprietary investment trusts
+ Acquire required data, coordinate and negotiate with overseas offices, and manage data efficiently
+ Produce regulatory compliance reports (including those required under Basel regulations) and risk asset reports for FIEA-related clients
+ Generate performance and risk analysis reports for fixed income funds...