Neuberger Berman Business Infrastructure Coordinator in New York, New York
Private Wealth Management (PWM) is responsible for servicing the entire High Net Worth client business across areas of administration, client service, training, business control and supervision. We support approximately 22 Portfolio Management teams, 24 Wealth Advisor teams and the Trust Company.
Develop a deep understanding of the functions and systems across the PWM business, current-state processes and procedures, and act as a business liaison between the client-facing PWM teams and Technology, Operations and Compliance.
Involved in the problem identification, solution building (tactical vs strategic), and process reengineering. Ability to think analytically and identify weaknesses/issues, gaps and opportunities for improvement. Proactively propose new ideas on both process improvement as well as business innovation.
Master applicable technology platforms. Engage with business users to identify enhancement opportunities and priorities. Participate in pilot testing of new applications / systems.
Assist with the development of training program and training materials for the PWM Teams. Lead one-on-one and small group training/informational sessions related to new system rollouts, enhancements, procedures and project initiatives.
Ability to execute within a fast-paced and demanding environment, while managing multiple concurrent projects.
Participate in various day to day business, technological and operational activities related to; approvals, controls, reporting, and ad-hoc projects as they arise.
Strong achievement in undergraduate degree
2-5 years asset management experience
Highly motivated, team-player with a desire to work on a wide range of projects
Flexible with a “no task too small” mindset
Ability to work well with individuals and contacts at all levels of the organization
Detail-oriented with strong organizational and follow up skills
Excellent presentation, business writing and oral communication skills
Proficient in Microsoft Word, PowerPoint, Outlook. Exceptionally proficient in Excel (e.g. VLOOKUP, Pivot Tables, etc.)
Series 7 and 66 licenses (or ability to obtain within first year of employment)
Salesforce, Wealthscape, Charles River, portfolio accounting systems experience a plus
Experience in implementation and user adoption a plus!
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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $356 billion in client assets (as of December 31, 2019) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 600-plus investment professionals and more than 2,100 employees in total—united 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 five consecutive years (firms with 1,000+ employees).
DIVERSITY, EQUITY & INCLUSION
At Neuberger Berman, we are dedicated to cultivating a diverse, inclusive and equitable environment, where our people can be their authentic selves and realize their professional and personal goals. Our approach is based on three primary tenets: empowering, connecting and caring.
Empowering : Our people have a voice and can bring their unique perspectives to both the business table and our walls. Notably, our Advocacy Walk—located on our executive floor—is a curation of pieces from our art collection that highlights important societal issues, and reinforces that we are a firm that encourages feedback and inspires our colleagues to take risks.
Connecting : Our people are united in the way we collaborate and lead. With support from the firm, many of our engagement initiatives, create a greater sense of fellowship amongst our colleagues and stronger connections. This includes our Employee Resources Groups—Women’s Forum, Veterans Group, NB Pride Network, NextGen Network, and the NB Black Experience—and cultural celebrations for Diwali, Chinese New Year and Hispanic Heritage Month, among others in which we celebrate the diversity of our people.
Caring : Our people serve their communities. Our NB Impacts program allows employees to leverage the firm’s broad resources to support their causes globally through charity and volunteer efforts that matter to them. From providing financial support (including the Neuberger Berman Foundation and corporate grants) to using our skills, time and effort (volunteerism and nonprofit board service), we believe strongly in extending our culture of service from clients to our community.
Neuberger Berman is passionate about supporting this environment by creating a workplace that provides balance and support for our employees—both professionally and personally. Our Employee Investment Solutions and best-in-class retirement program focus on financial health and wellness. In-house yoga, meditation and Peloton bikes, along with nutrition counseling and healthy cooking demos, are among our many body and mind wellness opportunities. Finally, our benefits are on the leading edge of policies around domestic partner benefits and family-oriented programs, including primary and non-primary care leave, adoption benefits, back-up childcare, and our NeuParents support and networking group.
Our people and our culture are our greatest assets, and we remain committed to making Neuberger Berman a best-in-class place to work.
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