Investment Platform & Due Diligence Associate, Neuberger Berman, NY, US

Summary

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

The Associate will be responsible for supporting the selection and ongoing oversight of the strategies utilized in the construction of portfolios for NB Private Wealth’s clients. The candidate will also partner closely with the Investment Strategy Team to identify appropriate strategies in order to facilitate construction of portfolios which reflect the best thinking of the firm’s Asset Allocation Committee.

Specific responsibilities include:

• 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 platform
• Preparation of relevant business analytics Liaison to PW Operating Platform Team, IT & Operations for all strategy/product related items

Qualifications

• 3+ years industry experience required, CFA, and/or other designations preferred
• Experience in manager due diligence and portfolio construction, preferably across all asset classes, public and private
• Excellent written and oral communication skills Strong organizational skills and attention to detail
• Team player focused on continuous improvement
• Ability to collaborate effectively with internal stakeholders in an empathetic and constructive manner
• Embrace and promote a culture of client focus, excellence, integrity, and teamwork, effectively encouraging innovation and open dialogue
• Proficient in Microsoft PowerPoint and Excel; experience with Bloomberg/Factset/MorningStar
• Direct preferred Series 7 and 66 exams preferred

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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.

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 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 onlineaccommodations@nb.com.

Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/