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Due Diligence Analyst

NB Private Wealth is implementing a strategic plan that includes elevating Private Wealth’s investment platform, leveraging the firm’s global investment capabilities to deliver customized solutions for NB Private Wealth’s clients. In support of growth and innovation, the Private Wealth Investment Group seeks to hire a Due Diligence Analyst to help enhance the delivery of a competitive investment offering aligned with the needs of individuals, families, and the organizations we serve. The successful candidate will work with the Investment Platform team on all aspects of the due diligence process, including but not limited to research, communications, and facilitation of operational onboarding. The successful candidate will also assist in the education of Investment Strategy Team, Wealth Advisory, and NB Trust Company on all products and strategies.

Responsibilities:

The Due Diligence Analyst will be responsible for supporting the selection and ongoing oversight of the strategies available for NB Private Wealth’s clients. Specific responsibilities include:

  • Evaluation and ongoing monitoring of Neuberger Berman public and private products and strategies utilized within NB Private Wealth

  • Evaluation and ongoing monitoring of third-party products and strategies utilized within NB Private Wealth

  • Support key stakeholders by helping to provide manager insights including exposure, attribution, performance analysis, and peer group comparisons

  • Work on ad hoc projects and requests from key stakeholders

  • Help update and maintain internal product guides and databases

  • Preparation of relevant business analytics

  • Assist in the documentation of and adherence to all relevant policies and procedures

  • Partner with Investment Communications Team to deliver relevant information on platform

  • Work with PW Operating Platform Team, Data Governance, IT & Operations for all strategy/product related items

Qualifications:

  • 0-2 years industry experience

  • Excellent written and oral communication skills

  • Strong quantitative skills and affinity for learning new software applications, including leveraging AI

  • Team player focused on continuous improvement

  • Ability to collaborate effectively with internal stakeholders in an empathetic and constructive manner

  • Embrace and promote a culture of client focus, excellence, integrity, and teamwork, effectively encouraging innovation and open dialogue

  • Proficient in Microsoft PowerPoint and Excel; experience with Bloomberg/Factset/MorningStar Direct a plus

  • Series 7 and 66 exams preferred

#LI-JG3

#LI-Hybrid

Compensation Details

The salary range for this role is $65,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity 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 onlineaccommodations@nb.com.

Learn about the Applicant Privacy Notice.

Average salary estimate

$80000 / YEARLY (est.)
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$65000K
$95000K

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What You Should Know About Due Diligence Analyst, nb

At Neuberger Berman, we're excited to announce an opening for a Due Diligence Analyst in our New York, NY office! This is a fantastic opportunity for someone enthusiastic about the world of investment and eager to enhance our Private Wealth investment platform. As a Due Diligence Analyst, you'll play a vital role in supporting the evaluation and ongoing oversight of both our internal and third-party investment strategies. Your day-to-day tasks will include performing research, analyzing product performance, and assisting with operational onboarding. Collaboration is at the heart of what we do, so you'll work closely with the Investment Communications Team and various key stakeholders, including the Investment Strategy Team and Wealth Advisory, to deliver valuable insights and updates. With this role, you're not just joining a team; you're becoming part of a culture that values client focus, integrity, and teamwork. The ideal candidate will possess strong quantitative skills, excellent communication abilities, and will be comfortable using software tools to drive innovation. If you're a team player who thrives on continuous learning and improvement, this position is meant for you! Join us at Neuberger Berman, where you'll not only enhance your career but will also contribute meaningfully to our mission of delivering customized solutions to our diverse clients.

Frequently Asked Questions (FAQs) for Due Diligence Analyst Role at nb
What are the responsibilities of a Due Diligence Analyst at Neuberger Berman?

As a Due Diligence Analyst at Neuberger Berman, you will be responsible for supporting the evaluation and monitoring of Neuberger Berman's public and private investment products, as well as third-party strategies. You'll collaborate with key stakeholders to provide insights, help with operational onboarding, maintain internal product guides, and ensure adherence to all relevant policies and procedures, among other tasks.

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What qualifications do I need to apply for the Due Diligence Analyst position at Neuberger Berman?

To become a Due Diligence Analyst at Neuberger Berman, you should have 0-2 years of industry experience. Important qualifications include excellent communication skills, strong quantitative abilities, teamwork-oriented mindset, and proficiency in Microsoft PowerPoint and Excel. While not mandatory, experience with Bloomberg, Factset, or MorningStar Direct, as well as having Series 7 and 66 certifications, is a plus.

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What is the expected salary range for the Due Diligence Analyst role at Neuberger Berman?

The salary range for the Due Diligence Analyst position at Neuberger Berman is between $65,000 and $95,000. However, the actual salary offered may vary based on factors such as your education, qualifications, experience, and performance, as well as the geographic location and business sector.

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How can I apply for the Due Diligence Analyst job at Neuberger Berman?

To apply for the Due Diligence Analyst position at Neuberger Berman, you can visit our careers page and submit your resume along with a cover letter that outlines your relevant experience and skills. Ensure to express your enthusiasm for the role and how you align with our firm's values.

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What benefits does Neuberger Berman offer for the Due Diligence Analyst role?

As a Due Diligence Analyst at Neuberger Berman, you'll receive a comprehensive benefits package that includes paid time off, medical, dental, and vision insurance, a 401(k) plan, life insurance, and potentially a discretionary bonus, along with retirement contributions to ensure your well-being and financial security.

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Common Interview Questions for Due Diligence Analyst
Can you explain your experience with investment analysis?

When answering this question, highlight specific instances where you've analyzed investment strategies, perhaps during internships or academic projects. Demonstrate how your quantitative skills and attention to detail led to successful outcomes, emphasizing your methodology and any tools you used.

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How do you stay updated on industry trends and analysis?

Discuss the various resources you regularly consult, including financial news websites, industry publications, webinars, and relevant courses. Show your commitment to ongoing learning and how you leverage insights from external sources to inform your work.

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Describe a time you worked as part of a team to achieve a goal.

Choose a specific example that illustrates your teamwork skills, explaining the role you played and how collaboration led to success. Emphasize your ability to communicate effectively and support your teammates, showcasing your potential fit for the Due Diligence Analyst role at Neuberger Berman.

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What analytical tools or software are you familiar with?

Be sure to mention any experience you have with Microsoft Excel and PowerPoint, as well as any other analytical tools like Bloomberg, Factset, or MorningStar Direct. Highlight how you've used these tools in practical scenarios to analyze performance and data.

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How do you prioritize tasks when managing multiple projects?

Provide a structured method that you use for prioritizing tasks, such as using a task management system or a prioritization matrix. Give an example of a time when you successfully managed competing deadlines, showcasing your time management and organizational skills.

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What do you understand about the due diligence process?

When answering this, explain the different phases of the due diligence process, including product evaluation, performance monitoring, and compliance with policies. Display your understanding of both qualitative and quantitative aspects relevant to this role at Neuberger Berman.

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How would you approach a new project with limited information?

Discuss your strategic approach to tackling new projects, such as conducting thorough research, seeking input from colleagues, and leveraging available data sources. This shows your initiative and teamwork-oriented approach, which is essential for the Due Diligence Analyst position.

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Can you detail an experience where you had to adapt quickly to change?

Select a relevant example and express how you effectively managed unexpected situations. Highlight your problem-solving skills and flexibility to adapt, making sure to connect your experience to the fast-paced environment at Neuberger Berman.

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What qualities do you believe are essential for a successful Due Diligence Analyst?

List key qualities such as strong analytical skills, attention to detail, communication abilities, and teamwork. Match each quality with an example from your experiences that illustrates your alignment with these traits, emphasizing your fit for the role.

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What makes you interested in the Due Diligence Analyst role at Neuberger Berman?

Articulate your genuine interest in the investment field and how Neuberger Berman aligns with your career aspirations. Mention specific aspects of the company culture, mission, or investment strategies that resonate with you, showing your enthusiasm for the opportunity.

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Full-time, on-site
DATE POSTED
April 18, 2025

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