Due Diligence Analyst

Neuberger Berman; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

An established industry player is seeking a Due Diligence Analyst to enhance its investment offerings. This entry-level role involves evaluating investment strategies, collaborating with various teams, and supporting operational onboarding. The ideal candidate will possess strong communication and quantitative skills, and an eagerness to learn new software. Join a firm that values client focus, integrity, and teamwork, while offering a competitive salary and comprehensive benefits package. This is a fantastic opportunity to kickstart your career in finance within a dynamic and supportive environment.

Benefits

Paid time off

Medical insurance

Dental insurance

Vision insurance

401(k)

Life insurance

Discretionary bonus

Qualifications

• Entry-level position focusing on due diligence and investment strategies.
• Collaborate with stakeholders to enhance investment offerings.

Responsibilities

• Support selection and oversight of investment strategies for clients.
• Evaluate and monitor public and private products and strategies.

Skills

Excellent written and oral communication skills

Strong quantitative skills

Team player focused on continuous improvement

Ability to collaborate effectively

Proficient in Microsoft PowerPoint and Excel

Experience with Bloomberg/Factset/MorningStar Direct

Education

0-2 years industry experience

Tools

Microsoft PowerPoint

Microsoft Excel

Bloomberg

Factset

MorningStar Direct

Job description

Join to apply for the Due Diligence Analyst role at Neuberger Berman

Join to apply for the Due Diligence Analyst role at Neuberger Berman

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 a Due Diligence Analyst 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 Investment Platform team on all aspects of the due diligence process, including but not limited to research, communications, and facilitation of operational onboarding. The successful candidate will also assist in the education of Investment Strategy Team, Wealth Advisory, and NB Trust Company on all products and strategies.

Responsibilities

The Due Diligence Analyst will be responsible for supporting the selection and ongoing oversight of the strategies available for NB Private Wealth’s clients. 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
• 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
• Preparation of relevant business analytics
• Assist in the documentation of and adherence to all relevant policies and procedures
• Partner with Investment Communications Team to deliver relevant information on platform
• Work with PW Operating Platform Team, Data Governance, IT & Operations for all strategy/product related items
  
  

Qualifications

• 0-2 years industry experience
• Excellent written and oral communication skills
• Strong quantitative skills and affinity for learning new software applications, including leveraging AI
• 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 a plus
• Series 7 and 66 exams preferred
  
  

Compensation Details

The salary range for this role is $65,000-$95,000. 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 [e-mail].

Learn about the Applicant Privacy Notice.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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