Client Associate - Iberian Market

  • Competitive
  • Madrid, Spain
  • Permanent, Full time
  • Neuberger Berman Europe Ltd
  • 04 Oct 17 2017-10-04

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