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SalarySummary:
Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity, and commodities in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income and Mutual Fund allocation products offered to numerous SMA and Unified Managed Account (UMA) distribution networks.
Responsibilities:
- Communicating accurate and timely model-based directives to third-party partners
- Managing SMA’s in accordance with strategy guidelines and portfolio manager directives Executing equity and mutual fund order flow
- Investing new accounts and processing cash flows, terminations and tax management requests
- Reviewing portfolio guidelines and account level dispersion analysis
- Developing expert knowledge of the team’s trade modeling and order creation systems
Qualifications:
- 1 to 3 years of Separately Managed Account (SMA) experience
- Experience with various trading systems including InvestCloud APL, Vestmark and Charles River
- Proficient in basic Excel skills
- Ability to prioritize and manage multiple tasks with a keen attention to detail
- Familiarity with equity, fixed income, and mutual fund securities and markets
- Excellent communication skills and the ability to articulate complex information
- Demonstrated experience working both independently and as part of a team in a highly collaborative and demanding environment
- Ability to identify and address operational risk issues
- Series 7 and 66 preferred (or willingness to attain shortly after start-date required)
- Bachelor’s Degree
Compensation Details
The salary range for this role is $70,000-$90,000. 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, but limited to, 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.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
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
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