Due Diligence Analyst
Due Diligence Analyst
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$ 65000 - 95000
1 Vacancy
Job Description
NB Private Wealth is implementing a strategic plan that includes elevating Private Wealths investment platform leveraging the firms global investment capabilities to deliver customized solutions for NB Private Wealths clients. In support of growth and innovation the Private Wealth Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive investment offering aligned with the needs of individuals families and the organizations we serve. The successful candidate will work with the Investment Platform team on all aspects of the due diligence process including but not limited to research communications and facilitation of operational onboarding. The successful candidate will also assist in the education of Investment Strategy Team Wealth Advisory and NB Trust Company on all products and strategies.
Responsibilities:
The Due Diligence Analyst will be responsible for supporting the selection and ongoing oversight of the strategies available for NB Private Wealths clients. Specific responsibilities include:
Evaluation and ongoing monitoring of Neuberger Berman public and private products and strategies utilized within NB Private Wealth
Evaluation and ongoing monitoring of thirdparty products and strategies utilized within NB Private Wealth
Support key stakeholders by helping to provide manager insights including exposure attribution performance analysis and peer group comparisons
Work on ad hoc projects and requests from key stakeholders
Help update and maintain internal product guides and databases
Preparation of relevant business analytics
Assist in the documentation of and adherence to all relevant policies and procedures
Partner with Investment Communications Team to deliver relevant information on platform
Work with PW Operating Platform Team Data Governance IT & Operations for all strategy/product related items
Qualifications:
02 years industry experience
Excellent written and oral communication skills
Strong quantitative skills and affinity for learning new software applications including leveraging AI
Team player focused on continuous improvement
Ability to collaborate effectively with internal stakeholders in an empathetic and constructive manner
Embrace and promote a culture of client focus excellence integrity and teamwork effectively encouraging innovation and open dialogue
Proficient in Microsoft PowerPoint and Excel; experience with Bloomberg/Factset/MorningStar Direct a plus
Series 7 and 66 exams preferred
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Compensation Details
The salary range for this role is $65000$95000. 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:
IC
Employment Type
Full-Time
