Client Associate

  • Competitive
  • Madrid, Spain Madrid Madrid ES
  • Permanent, Full time
  • Neuberger Berman Europe Ltd
  • 22 Jun 18 2018-06-22

Our established Madrid based Sales Team actively covers Spain, Portugal and Andorra based banks, family offices, asset managers, insurance companies, pension funds and corporations with a dynamic and solution driven approach. This broad client base will have different needs and requirements with regards to strategies they invest in and day-to-day client servicing. The Iberia distribution team has the ability to market the entire Neuberger Berman product suite, with strategies across Equities, Fixed Income and Alternatives. This includes a UCITS fund umbrella, several traditional and alternative commingled vehicles and managed accounts.

Perspectives:

Great opportunity to work for a leading, global asset management firm and learn about financial products and markets

Collaborate with experienced, international teams in Europe, USA and Asia as we market our investment solutions in Spain and Portugal

In addition to completing day to day tasks in a dynamic environment, the ideal candidate will use their own initiative to proactively develop projects and ideas, relating to distribution and client coverage

 

Responsibilities:

  • Onboarding fund distributors in Spain, organising roadshows and negotiating legal agreements; providing ongoing support and managing the relationship with Spanish distributors
  • Assisting the dealing process & liaising with administrators and investors
  • Resolving client service issues and completing due diligence questionnaires when required
  • Providing administrative support for paying agents, rebate agents or other intermediaries
  • Contributing to the production and updates of marketing materials in Spanish (presentations, factsheets, DDQs, investor letters)
  • Maintaining and updating the Client Relationship Management (CRM) database
  • Ad hoc administrative duties such as arranging investor conference calls, preparing materials for client meetings, distributing investor letters and marketing materials

 

Qualifications/Skills:

  • Fluent Spanish and English languages
  • Knowledge of the Spanish Fund distribution market and local regulatory requirements
  • At least three years of relevant, client-facing experience
  • Strong time management skills
  • Numerical and excel skills
  • Excellent communication and presentation skills
  • Familiarity with UCITS and AIFMD