Investment Platform & Due Diligence Associate
Core
Managing the investment platform and overseeing the due diligence process for public and private products to support portfolio construction for individual and family clients.
Role type
Investment Platform & Due Diligence Associate
Builds
Competitive investment offerings and portfolio strategies for NB Private Wealth clients
Domain
Private Wealth / Asset Management
Required skills
Manager due diligence, portfolio construction, performance analysis, peer group comparisons, product monitoring, business analytics, policy adherence
Preferred skills
CFA designation, Series 7 and 66 exams, Bloomberg/Factset/MorningStar Direct proficiency
Technologies
Microsoft PowerPoint, Microsoft Excel, Bloomberg, Factset, MorningStar Direct
Responsibilities
Evaluate and monitor Neuberger Berman public and private products; Evaluate and monitor third-party products; Support stakeholders with manager insights including exposure and attribution analysis; Update and maintain internal product guides and databases; Prepare relevant business analytics; Liaise with IT and Operations for strategy/product items
Seniority
Mid-level, hands-on IC