Neuberger Berman Jobs

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Neuberger Berman Portfolio Associate in New York, New York


  • 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


  • 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

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