Neuberger Berman Benefits Overview

Conduct fundamental equity research, monitor portfolio companies, develop investment ideas, build valuation models, and make trading recommendations. The role involves company and industry analysis, management and analyst engagement, risk and opportunity assessment, research-system maintenance, and support for client marketing. Travel may be required for site visits, competitor analysis, and investment conferences. Candidates need financial analysis experience, sector expertise, international equity exposure, strong communication skills, and Series 7 and 66 licenses within six months if not already held.

Manage institutional investment consultant relationships and lead RFP/RFI submissions, market analysis, client diligence, tailored presentations, outreach strategies, marketing campaigns, and business development. Coordinate with portfolio management, product, marketing, legal, finance, technology, compliance, and senior leadership to deliver traditional and alternative investment solutions. Represent the firm at conferences and institutional events while analyzing investment strategies, business performance, and client engagement metrics.

Provides high-touch service to institutional and private wealth clients, supporting onboarding, account maintenance, documentation, reporting, transfers, and client communications. Coordinates with Wealth Managers, Portfolio Management, Operations, Compliance, and Business Controls. Serves as backup equity trader by executing trades in Charles River and Aladdin, monitoring orders and settlements, and developing knowledge of equity strategies and portfolios.