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Due Diligence Analyst

Due Diligence Analyst

CompanyNeuberger Berman
LocationNew York, NY, USA
Salary$65000 – $95000
TypeFull-Time
Degrees
Experience LevelEntry Level/New Grad, Junior

Requirements

  • 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

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
  • 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

Preferred Qualifications

  • Series 7 and 66 exams preferred