Client Strategist
Client Strategist
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Job Description
NB has been expanding its solutions and advisory capabilities for institutional clients globally. As a leading asset manager with an extensive platform of public and private asset classes NB is well positioned to provide customised holistic solutions for a wide selection of client segments.
The Institutional Solutions team performs bespoke quantitative portfolio analytics and offers strategic portfolio advisory services for key clients and prospects. This position will have a particular focus on the EMEA insurance market but will also support client engagement across other institutional client segments and geographies. Key responsibilities include assetliability management strategic asset allocation private market modelling and capital optimisation. Ideal candidates will be deeply knowledgeable in capital markets and insurance will have a demonstrated ability to explain technical concepts to clients and will have a background in quantitative programming.
Serve as a goto resource for NB personnel and for clients on Solvency II Solvency UK Lloyds rules IFRS 9&17 and other relevant European insurance regulations and accounting regimes that impact portfolio management
Provide expert guidance on capital markets modelling ALM and other technical or markets topics that are important to NBs institutional clients
Take the initiative in identifying and discussing relevant market regulatory and industry issues with key clients on a proactive basis
Lead and support client engagements relating to strategic support portfolio management asset allocation and related topics
Lead bespoke analyses for institutional clients (insurers pensions E&Fs SWFs etc. including projects such as portfolio optimisation stochastic analysis capital management and private market modelling
Conduct quantitative research and produce thought leadership by developing materials for industry presentations and white papers
Extend existing infrastructure of analytical/quantitative capabilities to support business development efforts with institutional clients
Develop sufficient knowledge of the firms capabilities products and services which are of relevance to institutional clients
Work with investment and distribution teams to structure investment products deliver relevant analytics and maintain client dialogue
Bachelors degree in financial engineering mathematics statistics computer science or a similar quantitative field; advanced degree in a quantitative field preferred
At least 5 years of relevant industry experience at an asset manager investment consultant or insurer preferred
Deep knowledge of insurance regulatory capital and insurance product structuring including Solvency II Solvency UK and Lloyds rules
Strong understanding of capital markets and the business of our clients (insurers pensions and other institutional investors)
Excellent communication and presentation skills commensurate with a technical advisory clientfacing role
Demonstrated ability in quantitative programming; Python and R are a plus
Ability to develop strong relationships with both internal and external clients
Strong level of selfdirection ownership and initiative
Progress on CFA or actuarial exams is a plus
Neuberger Berman is an equal opportunity 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 .
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Employment Type
Full-Time
