Official Specifications
Role Overview & Mandate
Executive Summary
About Neuberger Berman: Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment...
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About Neuberger Berman:
Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate, and hedge funds—on behalf of institutions, advisors, and individual investors globally. With offices in 38 cities worldwide, Neuberger Berman’s diverse team has over 2,500 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the
PRI
named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. The firm manages $418 billion in client assets as of June 20, 2022.
For more information, please visit our website at
www.nb.com
.
About the Neuberger Berman UCITS Fund Platform: Neuberger Berman’s platform offers our strongest investment capabilities under a UCITS fund umbrella. The complex consists of 50 funds across equity, fixed income and alternative strategies and has $34bn in AUM. It is distributed globally and is supported with offices and professionals in Europe, Asia, LATAM and the Americas.
This role requires an individual with extensive UCITS and QIAIF experience along with experience of a global distribution model. As a Member of the Fund Operations Team who are responsible for overseeing the day to day service provider operations for the UCITS and QIAIF platform, you should have knowledge in and understand all aspects of the UCITS product lifecycle, processing of rebates and global distribution platforms. In this role, you will ensure the continued development and execution of the UCITS operating model, taking into consideration the regulatory and business environment that the funds operate within. You will also participate in Fund related initiatives as they arise and requires working cross functionally with a large number of teams in Portfolio Management, Sales, Operations, Legal, Compliance, Product Development, Corporate Finance, and various external vendors that provide services to the UCITS fund range.
Position Overview:
- Managing the relationships of the extensive network of global distribution platforms that the business deals with.
- Understanding of the European and US dealing infrastructure key (NSCC, Clearstream, Calastone, etc.)
- Overseeing the external transfer agency relationship looking for continuous improvement,
- In depth knowledge of rebates and setting up of new clients for rebate purposes a key part of the role.
- Coordinating product implementation in conjunction with various teams throughout the global business
- Maintaining close relationships with global business support teams in both US and Asia
- Monitoring and measure the impact of all regulatory developments on the firms UCITS and QIAIF fund range
- Establishing new procedures and enhance existing processes by seeking ways to improve and streamline them including any efficiency gains that may be realized through alternative/automated methods.
- Handling certain RFP and due diligence meeting information requests
- Closely oversee, and coordinate updates to legal agreements
- Driving the effort for creating efficiencies within the team and remove manual processes where possible
Requirements:
- Demonstrable 5+ years’ experience in UCITS and QIAIF operations
- Thorough understanding of a global UCITS funds business, and the client rebate process is key.
- Ensuring SLA requirements are met and monitoring key supplier controls
- Participate in regular meetings with service providers
- Reporting of key management information to the business through participation in various board meetings, and internal governance committees.
- Experience with the NSCC / distribution platforms a bonus.
- Strong analytical skills with ability to evaluate issues, propose and implement solutions, and consider all downstream implications
Who you are:
- Highly organized and strong attention to detail.
- Shows determination in achieving objectives that have been agreed.
- Leads and takes ownership of client queries and other tasks and accepts responsibility for them; knows when to involve others or escalate.
- Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team.
- Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner.
- Proactive attitude, commitment to continuous learning, and willing to challenge status quo to improve processes.
- Ability and willingness to drive change in a dynamic fast paced 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
onlineaccommodations@nb.com
.
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