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West Coast Alternatives Investment Specialist
2 months ago
The Alternatives Investment Specialist will collaborate with Neuberger's Investment, National Accounts, and Intermediary Sales teams to enhance understanding of Alternative offerings, promoting and educating on Neuberger's suite of Alternative products.
This position entails conducting individual and group presentations, managing conference calls, and preparing strategic materials and white papers.
The Specialist will work closely with marketing and sales teams to improve their effectiveness in communicating alternative strategies and products to clients and prospects.
Strong interpersonal, organizational, and communication skills are essential, along with a comprehensive understanding of equity, derivative, and fixed income markets, and the ability to thrive in a collaborative environment.
Key Responsibilities- Acquire in-depth knowledge of Neuberger Berman's Alternative products and strategies.
- Act as the primary internal and client-facing representative for the illiquid alternatives platform.
- Provide updates to clients, prospects, consultants, and intermediaries regarding alternative products, including current offerings and new developments.
- Support and guide the National Field Force on the suite of Alternative Investment solutions to enhance utilization and education, addressing client needs and objectives.
- Engage in frequent travel to various locations for client meetings and to foster new business opportunities.
- Facilitate and promote new business initiatives alongside Neuberger's sales team.
- Prepare presentations, white papers, market updates, and other essential deliverables.
- Shape product marketing by analyzing market demand, competitor offerings, and performance reviews to ensure consistency and refinement.
- Guarantee that all client communications and materials are of the highest quality and consistency.
- Research and resolve client inquiries effectively.
- Develop and maintain strong working relationships across all areas of Neuberger Berman to foster goodwill and create cross-product opportunities.
- Minimum of 10 years of experience in capital markets, with at least 5 years in alternative investments.
- Exceptional analytical skills and attention to detail.
- Strong organizational abilities and capacity to prioritize tasks effectively.
- Bachelor's degree in business administration, marketing, or finance (CFA, CAIA, or MBA preferred).
- Possession of Series 7, 63, 24, 65, or 66 licenses (or to be obtained within 6 months of hire).
The salary range for this position is $225,000-$265,000.
This range reflects the anticipated salary for this role at the time of posting.
Actual compensation may vary based on factors such as education, qualifications, certifications, experience, skills, seniority, geographic location, performance, and business needs.
This role is also eligible for a discretionary bonus.
We provide a comprehensive benefits package, including paid time off, medical/dental/vision insurance, 401(k), life insurance, and additional benefits for eligible employees.
Note:
Compensation is only considered earned, vested, and determinable once it is paid. The availability of bonuses or commissions is at the Company's discretion and may be modified in accordance with the law.
Neuberger Berman is an equal opportunity employer.The Firm does not discriminate based on race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status, or any other characteristic protected by law.
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