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Conduct independent corporate credit research across sectors, analyze financial statements and market dynamics, generate actionable investment recommendations for corporate bonds, support portfolio managers and traders, develop industry frameworks and credit reviews, and collaborate on macro and strategy analysis for the global investment grade platform.

Execute deal-economics structuring, populate pricing and underwriting databases, normalize GP and fund names, extract financial/deal data, coordinate with offshore counterpart, maintain structured data repositories, and escalate data quality issues while improving processes.

Client-facing role supporting high-net-worth clients and Portfolio Managers by handling account openings/maintenance, transfers, billing, reporting, client inquiries, meeting prep, and coordinating with operations, compliance, trust, and business controls to ensure seamless service and drive client relationships.

This job is a call for experienced professionals to express interest for future roles at Neuberger Berman, focusing on collaboration and development.

Coordinate new client implementations from kickoff through go-live. Collaborate with teams to define requirements, drive issue resolution, and ensure operational readiness across systems.

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.

Lead analytics, AI, automation, and client-data-product initiatives for private markets secondaries. Design intelligence layers, AI-enabled extraction, standardized reporting, and client/RFP datasets. Drive data standards, governance, automation, and cross-functional delivery to improve data quality, scalability, and actionable insights.

Lead design and governance of private wealth products and investment programs. Define eligibility rules, fee structures, and operational/data specifications. Partner with Legal, Compliance, Operations, Technology, and Advisors to document guardrails, maintain governance artifacts, support product launches, identify control risks, and ensure consistent data usage across systems and reporting.

Lead process improvement and operational excellence initiatives for Private Wealth, owning client and advisor journeys end-to-end. Create journey maps, SOPs, and playbooks; digitize account opening; define future-state platform and roadmap; set SLAs/KPIs; drive technology enablement, requirements, testing, launch adoption, and change management while partnering with senior stakeholders and mentoring junior staff.

Lead design, build, and support full-stack .NET applications and integrations for fund and intermediary platforms. Own SDLC delivery, production support, performance tuning, platform modernization, and mentoring. Partner with business stakeholders to gather requirements, produce technical designs, and ensure reliable, scalable integrations with vendor systems.