Jobs at Neuberger Berman

Supports the senior Global Equity Research Client Portfolio Manager with client engagement, strategy positioning, marketing materials, business development, pitches, RFPs, market commentary, competitor analysis, reporting, and internal coordination. The role translates complex investment concepts into clear client communications and requires equity-market expertise, strong organizational and presentation skills, and fluency in English and Mandarin Chinese.

Leads retail and intermediary fund client servicing, including call center operations, investor inquiries, trading support, transfers, and distribution-partner relationships. Oversees external transfer agency and NSCC processing, vendor performance, operational controls, risk assessments, compliance, and industry reporting. Supports fund launches and ETF conversions, coordinates cross-functional initiatives, and manages client service professionals. Uses operational data, automation, and AI to improve workflows and service quality.

Supports a nearly $1 billion wealth-management book by constructing customized multi-asset portfolios, translating market and asset-allocation views into client recommendations, and presenting investment guidance to high-net-worth clients. Develops client-facing materials, market updates, whitepapers, and training content while collaborating with wealth, planning, tax, and trust specialists. The role requires strong public and private markets expertise, portfolio construction experience, analytical accuracy, communication skills, and relevant securities licenses.

Conducts due diligence, financial modeling, valuation, investment research, and investment committee analysis for private infrastructure funds and direct co-investments. Maintains deal pipelines, monitors investments, supports fundraising and investor requests, attends meetings with private equity partners, and contributes to product development and asset allocation projects.

Underwrite and execute asset-based and venture debt investments by building cash flow, collateral, and structuring models; analyzing relative value and pricing; preparing investment committee materials; tracking market activity and deal flow; coordinating with legal, risk, operations, and sponsors; and supporting portfolio surveillance and reporting.

Manages client relationships for Neuberger’s Outsourced CIO platform, serving as the primary liaison for families, nonprofits, and institutional organizations. Responsibilities include coordinating meetings, preparing reporting and collateral, ensuring portfolio guideline adherence, responding to client requests, facilitating portfolio implementation, managing RFP opportunities, supporting business development, identifying cross-selling opportunities, and partnering with marketing on go-to-market initiatives. Requires substantial financial markets, portfolio construction, relationship management, and business development experience.

Analyzes consumer brand and services investments through due diligence, market research, financial modeling, scenario and returns analysis. Prepares investment committee materials, supports debt financing, acquisition documentation, fundraising, portfolio monitoring, strategic initiatives, business development, and AI-based deal evaluation tools. Requires strong investment banking experience, quantitative skills, judgment, communication, organization, and interest in consumer investing.

Provide operational and client support for high-net-worth wealth clients: manage transactions, account openings and maintenance, reporting, client communications, and liaise with advisors, portfolio managers, and operations while maintaining Salesforce records and ensuring regulatory compliance.

Produces, edits, and delivers polished corporate, marketing, and branded video content. Responsibilities include videography, photography, motion graphics, visual effects, color correction, sound design, audio mixing, platform optimization, stakeholder collaboration, project management, scripting, and production planning. The role manages multiple projects from concept through delivery and incorporates feedback while maintaining quality, deadlines, brand guidelines, and compliance requirements.

Design, build, and operate scalable observability platforms across cloud and on-prem systems. Implement telemetry (logs, metrics, traces, RUM, synthetic), SLOs, alerting, and automation; integrate with ITSM; reduce alert noise and improve incident response and reliability.

Supports valuation models, portfolio analytics, NAV close processes, fair value documentation, valuation policy compliance, and Level 3 reporting for private equity and private credit strategies. Coordinates with operations, accounting, technology, auditors, valuation providers, and stakeholders. Performs model validation, variance analysis, back-testing, regulatory monitoring, dashboard development, process automation, and new investment valuation onboarding. Requires extensive alternative-asset valuation experience and knowledge of ASC 820, ASC 946, and related regulatory guidance.

Manage relationships with institutional investment consultants and support business development for investment services. Lead RFP and RFI submissions, conduct market and peer analysis, coordinate with investment, product, marketing, legal, finance, technology, and compliance teams, and prepare client presentations. Drive consultant outreach, marketing campaigns, diligence processes, and investment solution implementation. Represent the firm at industry events and use financial data platforms and Excel to analyze strategies, performance, and client engagement.

Promote investment strategies to institutional clients, develop new strategies based on client needs and market trends, drive adoption of existing offerings, and build long-term client relationships. The role requires strong communication, presentation, collaboration, and financial-industry experience, with institutional asset-management or securities sales experience preferred.

Supports sustainable and impact investing initiatives across public equity and fixed income strategies. Responsibilities include identifying emerging ESG issues, integrating climate analysis and stewardship into investment processes, conducting research, supporting client and thought leadership activities, using AI-enabled productivity tools, and contributing to impact measurement, reporting, valuation, and stock selection. The role collaborates with portfolio managers, research analysts, and colleagues across the firm.

Build and maintain full-stack finance platforms for private markets and institutional clients. Responsibilities include developing high-performance React and TypeScript applications, creating financial data access methods and ETL pipelines, designing cloud-native architectures, implementing observability and security practices, supporting mobile development, and optimizing workflows with modern tooling. The role partners with designers, product managers, business stakeholders, infrastructure, DevOps, and data engineering teams, while conducting code reviews and mentoring developers.

Build and deploy production-grade AI solutions across data ingestion, feature engineering, model training, evaluation, and deployment. Develop LLM integrations, agentic workflows, RAG architectures, dashboards, backend APIs, and prompt-engineering solutions. Collaborate with fixed-income business users, engineering, data engineering, and application support teams. Maintain production applications, write tested and documented code, and evaluate emerging AI/ML technologies.

Provides administrative, operational, and coordination support for derivatives documentation, including ISDAs, prime brokerage agreements, futures and options agreements, securities lending, and repurchase agreements. Manages counterparty credit reviews, KYC/AML requests, legal entity data, document portals, negotiation tracking, and agreement records. Collaborates with trading, operations, risk, tax, and external providers while escalating onboarding risks and maintaining accurate documentation.

Summer intern supporting Almanac Realty Investors’ investment team through live deal analysis, investment research, due diligence, internal and external memoranda, portfolio company research, technology and sustainability projects, fund marketing, and client requests. The role requires financial, accounting, and real estate analysis, strong quantitative and communication skills, and proficiency in Excel and PowerPoint.

Supports the complete trade and transaction lifecycle for structured private credit facilities, whole loan portfolios, public securities, and private deals. Responsibilities include trade capture, account and security setup, transaction validation, deal closing coordination, documentation and funding support, settlement, reconciliations, exception remediation, and counterparty coordination. The role works across portfolio management, trading, operations, finance, risk, compliance, brokers, custodians, and agent banks.

Manage private equity general partner carry-program reporting, including grant notices, capital calls, distributions, carry payments, investment valuations, participant reporting, general ledger entries, financial reporting, audits, controls, and administrator oversight. Partner with Legal, Human Resources, Technology, and business teams to improve processes, support fund launches, and implement reporting and system enhancements.