Business Associate - CIO Office Private Wealth
Business Associate - CIO Office Private Wealth
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$ 70000 - 90000
1 Vacancy
Job Description
Neuberger Berman founded in 1939 is a private independent employeeowned investment manager. The firm manages a range of strategiesincluding equity fixed income quantitative and multiasset class private equity real estate and hedge fundson behalf of institutions advisors and individual investors globally. With offices in 26 countries Neuberger Bermans diverse team has over 2600 professionals. For eight consecutive years the company has been named first or second in The Pensions & Investments Best Places to Work in Money Management survey (among those with 1000 employees or more). Neuberger Berman is a PRI Leader a designation since last assessed that was awarded to fewer than 1 of investment firms for excellence in Environmental Social and Governance (ESG) practices. In the 2021 PRI Assessment the firm obtained the highest possible score for its overarching approach to ESG investment and stewardship and integration across asset classes. The firm manages $463 billion in client assets as of December 31 2023.
NP Private Wealth is Neuberger Bermans directtoclient wealth and investment management business. Managing $70b in client assets across 40 seasoned wealth and investment teams with access to a deep breadth of customized investment solutions the platform is truly unique in the industry. In support of continued growth and innovation the business has embarked on a multiyear strategic plan to elevate all aspects of the client experience from expanding advisory services recruiting new talent and bolstering investment operations and technology capabilities.
Summary:
NB Private Wealth oversees approximately $65 billion in assets for individuals families and charitable institutions. The NB Private Wealth Investment Group leads the investment process developing comprehensive portfolio solutions including the development of strategic asset allocation models tactical asset allocation recommendations in conjunction with the firms Asset Allocation Committee manager research and selection across a broad range of asset classes and strategies portfolio construction and risk management.
The Investment Group Analyst will support the daytoday responsibilities of the Investment Group across all three of the Groups functions: Investment Strategy Investment Communications and Investment Platform. The role will offer broad exposure to multiasset class portfolio construction manager due diligence investment communications and content data analysis and business development/client management support. This position is suitable for individuals with limited research experience but strong analytical skills who also want to be directly involved in investmentrelated activities for a growing Private Wealth business.
Responsibilities:
- Compile and analyze data to assist in the creation of materials to be used in business development/client management
- Perform quantitative and qualitative analyses on investment and economic related topics to contribute to the Groups content (whitepapers presentations webinars etc.
- Participate in manager research/due diligence efforts
- Contribute to and deliver investment related communications with guidance
- Support team with adhoc projects and requests
Qualifications:
- 13 years industry experience preferably in Asset/Wealth Management
- Bachelors degree required
- Strong analytical and problemsolving skills along with attention to detail
- Excellent written and oral communication skills
- Ability to work on a team but also understand instructions quickly and work independently
- Proficient in Microsoft PowerPoint Excel Bloomberg/Factset/Morningstar
- Series 7 and 66 exams preferred
Compensation Details
The salary range for this role is $70000$90000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location performance shift travel requirements sales or revenuebased metrics any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
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 .
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Required Experience:
Chief
Employment Type
Full-Time
