Neuberger Berman

Financial Planning and Analysis

• Provide legal advice relating to fund and separate account formation and operation, as well as investment advisory services to private funds and institutional separate account clients
• Negotiating investment advisory agreements, delegation agreements and side letters
• Working with the Compliance department on policies and procedures, including the implementation of the Firm’s compliance program
• Working with the finance, tax and operations teams on fund formation and ongoing fund operations
• Assisting in the development of new investment vehicles and products
• Advising and coordinating with internal and external counsel relating to mandates

Senior Funds Attorney, Specialty Finance

Consultant

• Effectively profile clients, developing a deep understanding of their specific investment goals
• Provide insightful commentary regarding market movements, product and portfolio updates
• Liaise with other internal teams to ensure client needs are met
• Proactively tackle client issues by engaging appropriate internal stakeholders
• Build and maintain strong working relationships with senior clients

Advisor Consultant, Cross-Channel

• Create new relationships and manage existing ones with Financial Advisors
• Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies
• Lead and develop the Mid West territory targeting wirehouses and broker dealers
• Develop and implement a business plan for the territory
• Maintain a high level of expertise related to capital markets
• Coordinate all prospect meetings and sales support activities
• Maintain all activity information in Neuberger Berman CRM database

Advisor Consultant, Broker Dealer

• Responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, and Raymond James
• Increase sales and revenue of Neuberger Berman mutual funds, SMAs, ETFs, and alternative investment strategies within the prescribed territory
• Lead and develop the Western PA-NY territory targeting wirehouses and broker dealers
• Actively develop relationships with advisors to promote business building ideas and services
• Maintain and grow assets in territory across mutual funds, SMAs, alternative investment products, and ETFs
• Develop and implement a business plan for the territory using activity-oriented goal objectives
• Make prospecting calls, create qualifying lists, and provide on-going service to existing and new clients
• Maintain a high level of expertise related to capital markets, the broader investment management industry, and marketplace developments
• Coordinate all prospect meetings, final presentations, RFP activities, and any other sales support activities related to the sales opportunity pipeline
• Exhibit a strong business acumen and executive sales presence to influence decision-makers
• Maintain all activity information in Neuberger Berman CRM database
• Work with internal partners including Client Advisory Specialists/Analysts, and other members of distribution, legal, compliance, and investments

Full-stack Engineer

• Partner with investment teams (portfolio managers, quantitative analysts, research analysts) to understand requirements and translate them into technical designs.
• Take ownership of projects to architect and deliver technical solutions from specification through implementation, testing and deployment.
• Lead development of high-quality, scalable applications and services supporting Fixed Income trading, portfolio construction, risk, and analytics.
• Design and develop data warehouse models and pipelines; cleanse, validate, and transform datasets for analytics and reporting.
• Troubleshoot complex data issues, support feature engineering, and enable data discovery for research and investment teams.
• Meet with stakeholders to provide updates on progress, prioritization, and future road mapping.
• Collaborate with technology and Application Service Delivery teams on software deployment, production support, and release management.
• Review code (pull requests), promote best practices, and uphold high standards for code quality, testing, and documentation.
• Stay current with emerging technologies and industry trends while mentoring junior team members.

Senior Funds Attorney, Specialty Finance

Advisor Consultant, Cross-Channel

Advisor Consultant, Broker Dealer

Advisor Consultant, Broker Dealer

Senior Full Stack Engineer