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
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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.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.
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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.
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