Neuberger Berman Jobs

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Neuberger Berman Portfolio Associate in New York, New York


  • Serve as the client’s main point of contact for inquiries regarding account information, online access, documentation and reporting.

  • Handle the daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances.

  • Interact with operations and middle office to resolve any account discrepancies.

  • Process account openings/closings, transfers, address changes and other client requests.

  • Monitor and execute client account trades.

  • Prepare materials for portfolio review meetings.

  • Perform adhoc projects as needed.

  • Provide administrative support for portfolio managers, answering phones and scheduling meetings with clients.

  • Answer and route time sensitive phone calls; communicate accurate and detailed messages.


  • Strong time management and organizational skills.

  • Strong communication skills and interpersonal skills (with a desire to build relationships with clients).

  • Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook).

  • Team oriented and can work independently with minimal supervision.

  • Helpful to have client service experience and exposure to Financial Services / Asset Management industry.

  • SIE, Series 7 & 63/65 or 66 licenses required (or ability to obtain within first 6 months).

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