Investment Relations Specialist

3 days ago

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

We are seeking a highly motivated and detail-oriented Alternatives Investor Relations Specialist to join our North American Intermediary Sales team. As a key member of our team, you will support Senior Alternatives Specialists in building and maintaining our growing Alternatives franchise across the Intermediary Platform.

Key Responsibilities
  • Support Alternative Specialists in all aspects of building and maintaining client relationships with partner firms, their sales teams, and their Advisors, across NB's Intermediary Platform.
  • Develop strong relationships with groups across NB's Alternatives platform to articulate investment strategies, resolve client requests, and manage deadlines.
  • Make heavy outbound calls focused on Fund updates, relationship building, prospecting, uncovering/closing sales opportunities, setting up sales appointments, follow-up, and client service.
  • Act as a resource to advisors by developing and maintaining strong knowledge of Neuberger Berman products, competitive intelligence, industry trends, and trends within each of our partner firm and their advisors.
  • Participate in due diligence calls with clients, assist with call notes, and follow up items in a timely manner.
  • Assist with client database management and identification of new prospects.
  • Analyze the competitive landscape and portfolio characteristics across strategies for ongoing product innovation.
Requirements
  • Demonstrated academic achievement.
  • 1-3 years of asset management sales or marketing experience (intermediary or institutional experience preferred).
  • Detail-oriented with strong organizational and follow-up skills.
  • Ability to work independently and manage/prioritize multiple projects, coordinating with numerous internal/external groups.
  • Superior interpersonal, written, and verbal communication skills.
  • Proficient in Excel, PowerPoint, and SalesForce.
  • Team player and highly motivated.
  • Strong interest in investments, investment products, asset allocation, and capital markets.
  • Enjoys a fast-paced, high-intensity environment.
  • Series 7, 63, and 65 or Series 7 and 66 licenses required within 90 days of employment.
  • Progress toward CFA designation or willingness to pursue is a plus, but not required.
Compensation and Benefits

The salary range for this role is $90,000-$120,000. 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 New York City. An employee's pay position within the salary range will be based on several factors, including relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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/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 [redacted].

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