Top Tech Jobs & Startup Jobs

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.

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.