Head of Performance and Client Reporting

Job Summary:

Neuberger Berman is seeking an experienced and dynamic individual to join our team as the Head of Performance and Client Reporting. The successful candidate will be responsible for overseeing all aspects of performance reporting and ensuring compliance with the Global Investment Performance Standards (GIPS). This role requires significant experience in performance reporting, a deep understanding of GIPS compliance, and the ability to lead a high-performing team.

This role will be part of Neuberger’s Business Enablement and Operations team.  The Business Enablement and Operations team is a newly created organization responsible for building high-quality and scalable processes that deliver exceptional client experiences while encompassing the elements of Neuberger’s daily operational processes across our global businesses, varied client base, and across our breadth of investment solutions.

Key Responsibilities:

Leadership & Management:

• Lead and manage the Performance Reporting and Client Reporting team.

• Develop and implement strategies to enhance the effectiveness and efficiency of performance reporting processes.

• Demonstrated ability to work cross-functionally with investment professionals, relationship managers, control, and operational partners to construct and implement scalable solutions

• Provide mentorship and guidance to team members, fostering a culture of continuous improvement and professional development.

Performance Reporting:

• Oversee the preparation and delivery of accurate and timely performance reports to clients.

• Ensure that all performance reporting complies with GIPS standards and relevant regulatory requirements.

• Develop and maintain performance measurement methodologies and systems.

• A track record of implementing change programs across performance reporting to enhance client experience.

• Drive the development of client reporting and performance reporting standards.

• Drive efficient management of the client reporting rendition process to ensure quality, timeliness and fulfillment of legal/regulatory requirements per jurisdiction.

• Familiarity and depth of knowledge across asset classes included equities, fixed income, and alternatives

• Familiarity and depth of knowledge across client types and distribution channels including institutional clients, intermediary/retail clients, and private clients.

• In depth knowledge of performance measurement methodologies (e.g., True-Time Weighted, Modified Dietz).

Client Reporting:

• Manage the client reporting process, ensuring that reports meet the needs of clients and stakeholders.

• Collaborate with client-facing teams to address client inquiries and provide insights into performance data.

• Continuously improve client reporting formats and processes to enhance client satisfaction.

• Collaborating with Data Governance, Risk, Finance, and Operations to develop a strong culture of data validation across the entire organization to ensure accuracy across all reporting.

Compliance & Risk Management:

• Ensure full compliance with GIPS standards and other regulatory requirements.

• Stay current with changes in GIPS standards and other relevant regulations, and implement necessary adjustments to reporting processes.

• Identify and mitigate risks associated with performance and client reporting.

Qualifications:

Education and Certifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• Relevant certifications such as CIPM, CFA, preferred.

Experience:

• Minimum of 15 years of experience in performance reporting and client reporting within the financial services industry.

• Proven experience with GIPS compliance and a thorough understanding of GIPS standards.

• Demonstrated leadership experience, with a track record of managing and developing teams.

Skills & Competencies:

• Track record of identifying and implementing process and control improvements.

• Strong analytical and problem-solving skills.

• Excellent communication and interpersonal skills.

• Proficiency in performance measurement software and financial reporting tools.

• Ability to manage multiple priorities and meet tight deadlines.

• Great interpersonal skills.

• Excellent communication skills (written and verbal).

• Strong attention