Neuberger Berman Jobs

Job Information

Neuberger Berman Portfolio Associate in New York, New York

Responsibilities:

  • Provide administrative support for highly active portfolio manager and members of team

  • Prepare correspondence for internal and external clients

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

  • Assist in the creation, coordination, and completion of team marketing material and client reporting

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

  • Schedule internal and external meetings and conference calls, coordinate conference rooms, luncheons, etc.

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

  • Handle client inquiries regarding account information, online access, documentation and reporting

  • Support administration for Institutional Separately Managed Accounts

  • Prepare materials for Account Reviews across different business lines

  • Answer, screen and route high volume of time sensitive phone calls; communicate accurate and detailed messages

  • Coordinate travel arrangements including flight, hotel and ground transportation

  • Process travel & entertainment reports and reimbursements

  • Perform ad hoc projects as needed

Qualifications:

  • Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment

  • Strong time management, and organizational skills

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

  • Candidate needs to be team oriented and yet also be able to work independently with minimal guidance/ supervision

  • Familiarity with Mutual Fund, UCITS, SMA, and Sub-Advised business lines

  • Ability to effectively interact with people across all levels of the business.

  • Ability to take initiative and meet clear deadlines

  • Series 7 & 63/65 or 66 licenses required

Neuberger Berman is an equal opportunity/affirmative action 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 onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (http://www.nb.com/employee_privacy_notice) .

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