Intermediary Private Markets Investor Relations - Client Services Analyst Sr Analyst
Intermediary Private Markets Investor Relations - Client Services Analyst Sr Analyst
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$ 65000 - 90000
1 Vacancy
Job Description
The Investor Relations team is dedicated to providing a superior investor experience across its evergreen open and closedend funds including institutional and private wealth investors and intermediaries while ensuring adherence to compliance and regulatory requirements.
Our team partners with various internal teams as well as external fund administrators to provide our private fund investors with a consistent client service experience. This requires a deep understanding of the product as well as operational process flow oversight and . The Client Service Analysts scope of work will include clients daytoday management of client inquiries and requests management of our fund administrator relationships and production and dissemination of client/regulatory/shareholder services reporting as well as investor communications. The Analyst will be an integral part of the Investor Relations Team performing various operational and client service functions as described below:
Responsibilities:
Provide comprehensive support to Investor Relations team in onboarding servicing and maintaining the investor database in addition to periodic and ongoing client support.
Onboard clients and assist clients with required documentation.
Perform account maintenance including but not limited to; name/address changes gifting and/or transferring partnership interest and other ongoing database maintenance.
Regular and proactive contact with clients regarding; new account documents
Maintain accurate and detailed client files
Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements capital calls distributions quarterly updates and tax documents.
Field telephone calls and emails from clients; work with the appropriate NB staff to answer client requests.
Gain hands on experience working directly with clients in all aspects of client servicing
Work as part of a team environment toward a common goal of providing exceptional client service
Requirements:
Excellent client service skills including sound business judgment and understanding of escalation procedures
Detailed oriented and organized with strong followup skills
Advanced knowledge of MS Excel Word and PowerPoint
Strong written and verbal communication skills
Strong collaboration time management and organizational skills
Client focused and detailoriented with a strong ability to multitask and work under pressure in a fast past work atmosphere
Ability to manage multiple tasks simultaneously
Experience working with/at a Fund Administrator preferable but not required
Private Equity exposure
#LIDD2
#LIHybrid
Compensation Details
The salary range for this role is $65000$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 the job posting location. 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 business sector performance shift travel requirements sales or revenuebased metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. 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 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:
Senior IC
Employment Type
Full-Time
