Investment Onboarding Specialist

The Onboarding team leads the end-to-end implementation of new products institutional client mandates portfolio management teams and strategic firm initiatives. Our work spans a broad range of vehicles including mutual funds ETFs UCITS funds CLOs private funds (hedge and private equity) and other regional fund structures as well as complex multi-asset class institutional mandates and bespoke client solutions.

We across the firm to define launch requirements design scalable operating models and coordinate execution with key stakeholders. We ensure that all tasks are identified owners are aligned and deliverables are completed on time to support successful well-controlled implementations.

In this role you will be the primary point of contact for all onboarding activities within your remitdriving alignment anticipating issues and guiding cross-functional teams from initial design through go-live.

Primary Responsibilities:

• Work closely with various lines of business to identify onboarding requirements. Lines of business include (but not limited to) Product Management Marketing Portfolio Management Client Services Operations Legal ComplianceRisk and Technology

• Design comprehensive operating models to support new strategic offerings leveraging existing systems and capabilities across the Firm

• Coordinate and manage onboarding efforts across all aspects including identifying areas of focus risks and appropriate timelines

• Develop overall project plan key milestones and servicing requirements depending upon the size and complexity of the effort

• Develop effective communication plans including management reporting tracking and presentations to senior management

• Facilitate best practice process management with various operational and administrative areas of the organization including identification of efficiencies and process improvements

• Lead a team of individuals across various business and support and control channels responsible for onboarding coordination and execution

• Ensure accounts are opened in a timely manner both internally and externally with service providers

• Periodically facilitate project efforts which impact the Onboarding function including coordinating tracking and managing the overall effort

Qualifications:

• B.A. degree or equivalent required; finance accounting economics or related field preferred

• 7 years of experience in financial services with significant exposure to asset/investment management operations product onboarding or client implementation for complex mandates

• Broad knowledge of the securities industry and a variety of investment vehicles including mutual funds ETFs UCITS CLOs/structured products private funds (hedge and private equity) and institutional/multi-asset class mandates

• Strong project and program management skills including the ability to create and maintain detailed project plans define scope and milestones monitor open issues manage timelines and dependencies and drive efforts to resolution

• Demonstrated ability to work cross-functionally with Product Management Portfolio Management Client Services Operations Legal Compliance Risk Technology and external service providers.

• Strong analytical skills with the ability to critically analyze information understand data and process implications and make sound judgments and recommendations

• Ability to work under pressure in a deadline-driven environment and adjust to changing priorities while managing multiple concurrent onboarding efforts.

• Well organized with strong attention to detail and a high commitment to execution quality

• Excellent verbal and written communication skills including preparation of management reporting and presentations; able to influence and communicate effectively with senior management and diverse stakeholders

• Professional team player with the ability to work effectively with a variety of personalities and in a matrixed environment; prior experience leading or coordinating teams is a plus

• Self-starter highly motivated with a strong sense of ownership and accountability

• Proficient with Microsoft Office including Word Excel PowerPoint and MS Project; experience with project tracking/management tools (e.g. JIRA Smartsheet) and Visio or similar process-mapping tools is a plus.

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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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.

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