Neuberger Berman Client Associate in New York, New York
Collaborate with senior relationship managers to actively co-manage existing NB relationships providing world class service to all
Effectively profile clients, developing a deep understanding of client-specific investment goals and objectives, understanding investment processes, etc.
Provide insightful commentary regarding market movements, economic and industry trends, and position NB solutions for cross – sell opportunities appropriately
Provide clients with accurate performance attribution, portfolio strategy, and market performance; summarize and explain complex financial and economic concepts to educate clients
Overseeing relationship management at NB home office, being the go-to resource for any problem resolution or ad-hoc inquiries, facilitating onsite client meetings with NB investment professionals and senior management, leveraging all internal resources to help enrich client experience and forging long lasting relationships between the client and NB.
Minimum of 3-5 years industry experience
Excellent investment and capital markets acumen
Familiarity with Private Equity, Hedge Funds, and other sophisticated asset classes
Ability to effectively communicate and position complex financial instruments and investment processes
Strong organizational skills with a keen attention to detail and follow up
Capacity to adjust to multiple demands and shifting priorities in a fast pace environment
Series 7 & 66 (63 & 65) & 31 required
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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 $437 billion in client assets (as of September 30, 2021) 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 2,400 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).
EQUITY, INCLUSION & DIVERSITY
Neuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity (“EID”) — they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.
Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.
Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work.
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