Investment Platform & Due Diligence Associate

Investment Platform & Due Diligence Associate

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 an Investment Platform & Due Diligence Associate 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 Head of Investment Platform on managing the platform, including all aspects of the investment due diligence process from research and monitoring to communications and facilitation of operational onboarding.

Responsibilities

• 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
• Education of Investment Strategy Team, Wealth Advisory and NB Trust Company on all products and strategies
• 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
• Documentation of and adherence to all relevant policies and procedures
• Partner with Investment Communications Team to deliver relevant information on the platform
• Preparation of relevant business analytics
• Liaison to PW Operating Platform Team, IT & Operations for all strategy / product related items

Qualifications

Compensation Details

The salary range for this role is $110,000-$130,000. 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.