Investment Due Diligence Specialist

7 days ago


New York, New York, United States Neuberger Berman Group LLC Full time
Job Summary

Neuberger Berman Group LLC is seeking a highly skilled Due Diligence Associate to support the Private Wealth Investment Group in delivering a competitive investment offering aligned with the needs of individuals, families, and organizations.

Key Responsibilities
  • Evaluate and monitor Neuberger Berman public and private products and strategies utilized within NB Private Wealth
  • Evaluate and monitor third-party products and strategies utilized within NB Private Wealth
  • Partner with the Investment Strategy Team to identify appropriate strategies for portfolio construction
  • Document and adhere to relevant policies and procedures
  • Collaborate with internal stakeholders to deliver relevant information on the investment platform
  • Prepare business analytics and support the Investment Communications Team
Requirements
  • 3+ years of industry experience, with CFA or other designations preferred
  • Experience in manager due diligence and portfolio construction, preferably across all asset classes
  • Excellent written and oral communication skills
  • Team player with a focus on continuous improvement
  • Ability to collaborate effectively with internal stakeholders
Compensation

The salary range for this role is $110,000-$130,000, with a discretionary bonus and comprehensive benefits package.



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