Investment Platform & Due Diligence Associate

Summary

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 support of growth and innovation the Private Wealth Investment Group seeks to hire an Investment Platform & Due Diligence Associate 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 Head of Investment Platform on managing the platform including all aspects of the investment due diligence process from research and monitoring to communications and facilitation of operational onboarding.

Responsibilities

The Associate will be responsible for supporting the selection and ongoing oversight of the strategies utilized in the construction of portfolios for NB Private Wealths clients. The candidate will also partner closely with the Investment Strategy Team to identify appropriate strategies in order to facilitate construction of portfolios which reflect the best thinking of the firms Asset Allocation Committee.

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 third party products and strategies utilized within NB Private Wealth

• Education of Investment Strategy Team Wealth Advisory and NB Trust Company on all products and strategies

• 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

• Documentation of and adherence to all relevant policies and procedures

• Partner with Investment Communications Team to deliver relevant information on platform

• Preparation of relevant business analytics

• Liaison to PW Operating Platform Team IT & Operations for all strategy/product related items

Qualifications

• 3 years industry experience required CFA and/or other designations preferred

• Experience in manager due diligence and portfolio construction preferably across all asset classes public and private

• Excellent written and oral communication skills

• Strong organizational skills and attention to detail

• 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/MorningStarDirect preferred

• Series 7 and 66 exams preferred

#LI-JG3

#LI-Hybrid

Compensation Details

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 .

Learn about the Applicant Privacy Notice.