Portfolio Associate
Portfolio Associate
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$ 70000 - 85000
1 Vacancy
Job Description
About Neuberger Berman:
Founded in 1939 Neuberger Berman is a private independent employeeowned investment manager. From offices in 39 cities worldwide the firm manages $481 billion in client assets (as of June 30 2024 across a range of strategiesincluding equity fixed income quantitative and multiasset class private equity and hedge fundson behalf of institutions advisors and individual investors globally.
Tenured stable and longterm in focus the firm has built a diverse teamincluding 750plus investment professionals and more than 2800 employees in totalunited in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second Best Place to Work in Money Management for last 11 consecutive years (firms with 1000 employees).
Position Overview:
The Portfolio Associate will provide support to an investment team with Stewardship and Sustainable Investingrelated monitoring and reporting marketing materials for existing and prospective clients some traveling to see clients and advisors and adhoc administrative and project work.
Primary Responsibilities:
Support engagement with companies on Stewardship and Sustainable Investing topics relevant to the companys business model such as sustainability climate change worker health and safety gender equality minority representation data privacy and cyber security
Systematically track key performance indicators (KPIs) associated with established engagement goals
Develop presentation materials for Stewardship and Sustainable Investing related reporting as well as other topics the team may need
Help with producing and publishing marketing materials for existing and prospective clients
Update and enhance existing presentation materials
Act as a liaison between the Portfolio Manager and internal/external stakeholders
Travel to visit existing clients and advisors to give them portfolio updates
Organize and maintain investment documentation and files
Experience and Skills:
Undergraduate degree with strong academic credentials and a minimum of 02 years of relevant work experience
Interest in Stewardship and Sustainable Investing
Excellent proficiency in Microsoft Excel and PowerPoint
Strong verbal and written communication skills including synthesizing data and conceptual work into actionable and presentable deliverables
Resourceful and able to handle multiple priorities with a solutionoriented mindset
Excellent organizational skills and keen attention to detail
Compensation Details
The salary range for this role is $70000$85000. 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/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 .
Learn about the Applicant Privacy Notice.
Required Experience:
IC
Employment Type
Full-Time
