Jobs at Neuberger Berman

The Client Advisor will propose new sales strategies, strengthen customer relationships, and promote existing products in the retail sales department.

The role involves managing investment planning and portfolios, liaising with teams for client inquiries, and understanding private investment strategies for Japanese clients.

Manage taxable US investment grade fixed income SMAs, position portfolios, trade execution, risk monitoring, collaboration with investment teams, and client reporting.

The Client Advisory Specialist coordinates between the sales team and financial advisors, delivering client engagement, driving business development, and optimizing resource allocation across multiple territories.

Support Senior Wealth Planners by building client profiles and managing account aggregation in eMoney, handling day-to-day eMoney administration, serving as first contact for advisors, and leading ad-hoc Wealth Planning projects.

Lead Neuberger's digital marketing strategy including website management, SEO, email marketing, UX/UI standards, and team management to enhance digital engagement.

Build and maintain SQL-based reporting, data models, and Python data pipelines for private markets portfolio construction and analytics. Diagnose data issues, implement tests, collaborate with investment teams, and deliver scalable, well-documented applications and data features.

Support Client Advisors and Associates with business development and client servicing: prepare presentations and meeting materials, maintain CRM and pipeline, coordinate RFP responses, manage reporting, and participate in internal client service improvement projects.

The Senior Project Manager will oversee strategic program management, process transformation, and change management initiatives within Neuberger's Private Wealth business. Responsibilities include driving operational efficiencies, establishing governance frameworks, and collaborating with senior leadership to implement scalable solutions. The role requires proficiency in financial modeling and capacity planning, along with strong communication and analytical skills.

The role involves managing investment data, performing analytics, supporting fundraising and marketing efforts, and ensuring data quality and governance.

The Fund Controller manages fund accounting, reporting, and operations for Luxembourg funds, ensuring compliance and optimal financial performance while supporting new strategies.

The Client Reporting & Analytics Associate will support Portfolio Management and Client Coverage teams by preparing and delivering client-specific reports, analytics, and presentations while ensuring accuracy and compliance with investment agreements.

Provide operational and client service support for high-net-worth clients and Wealth Advisor team, managing account openings, maintenance, transactions, reporting, transfers, and client communications while ensuring compliance and maintaining Salesforce client records.

The Operations Analyst supports corporate action processing, reconciles entitlements, coordinates with teams, and ensures adherence to policies while maintaining data quality.

The Senior Analyst role enhances the digital client experience for Private Wealth clients, focusing on improvements to online platforms and client reporting solutions.

The Research Analyst will evaluate investment ideas, build earnings models, and prepare recommendations for Portfolio Managers, with a focus on China Industrials and related sectors.

The Senior Business Analyst will lead client data strategy, collaborating across teams to analyze business needs, improve processes, and deliver insights. Responsibilities include developing business requirements, managing project timelines, and creating analytics reports using Tableau and Python.

Design, build, and maintain scalable .NET/C# full-stack applications and integrations for Private Wealth. Collaborate with business partners, participate in SDLC, address production issues, lead design reviews, optimize platforms, and mentor junior developers while using Agile practices and AI-assisted development tools.

Provide high-touch client service and administrative support across onboarding, account maintenance, reporting, and fundraising for mutual fund, institutional, and private wealth clients. Serve as backup equity trader, executing trades via Charles River and Alladin, and partner with Portfolio Management, Operations, Compliance, and Business Controls to ensure accurate, timely client deliverables.

The Investment Strategist supports Wealth Advisors in portfolio construction, analyzes data for client insights, and presents actionable recommendations to clients, requiring strong analytical and communication skills.