Portfolio Associate

About Neuberger Berman:

 

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

 

Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last 11 consecutive years (firms with 1,000+ employees).

 

Position Overview:

 

The Portfolio Associate will provide support to an investment team with Stewardship and Sustainable Investing-related monitoring and reporting, marketing materials for existing and prospective clients, some traveling to see clients and advisors and ad-hoc administrative and project work.

 

Primary Responsibilities:

• Support engagement with companies on Stewardship and Sustainable Investing topics relevant to the company’s business model such as sustainability, climate change, worker health and safety, gender equality, minority representation, data privacy and cyber security

• Systematically track key performance indicators (KPIs) associated with established engagement goals

• Develop presentation materials for Stewardship and Sustainable Investing related reporting as well as other topics the team may need

• Help with producing and publishing marketing materials for existing and prospective clients

• Update and enhance existing presentation materials

• Act as a liaison between the Portfolio Manager and internal/external stakeholders

• Travel to visit existing clients and advisors to give them portfolio updates

• Organize and maintain investment documentation and files

 

Experience and Skills:

• Undergraduate degree with strong academic credentials and a minimum of 0-2 years of relevant work experience

• Interest in Stewardship and Sustainable Investing

• Excellent proficiency in Microsoft Excel and PowerPoint

• Strong verbal and written communication skills, including synthesizing data, and conceptual work into actionable and presentable deliverables

• Resourceful and able to handle multiple priorities with a solution-oriented mindset

• Excellent organizational skills and keen attention to detail

Compensation Details

The salary range for this role is $70,000-$85,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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 [email protected].

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