Overview

Client Associate Job at Neuberger Berman – 3.8 in New York, NY

Responsibilities:
Collaborate with senior relationship managers to actively co-manage existing NB relationships providing world class service to all

Effectively profile clients, developing a deep understanding of client-specific investment goals and objectives, understanding investment processes, etc.

Provide insightful commentary regarding market movements, economic and industry trends, and position NB solutions for cross – sell opportunities appropriately

Provide clients with accurate performance attribution, portfolio strategy, and market performance; summarize and explain complex financial and economic concepts to educate clients

Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met

Overseeing relationship management at NB home office, being the go-to resource for any problem resolution or ad-hoc inquiries, facilitating onsite client meetings with NB investment professionals and senior management, leveraging all internal resources to help enrich client experience and forging long lasting relationships between the client and NB.

Requirements:
Minimum of 3-5 years industry experience

Excellent investment and capital markets acumen

Familiarity with Private Equity, Hedge Funds, and other sophisticated asset classes

Ability to effectively communicate and position complex financial instruments and investment processes

Strong organizational skills with a keen attention to detail and follow up

Capacity to adjust to multiple demands and shifting priorities in a fast pace environment

Series 7 & 66 required

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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About the Company

Company: Neuberger Berman – 3.8

Company Location:  New York, NY

Estimated Salary:

About Neuberger Berman - 3.8