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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.

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

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.

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