Job Information
Neuberger Berman Client Strategist in New York, New York
Summary
As a leading asset manager with a history of successfully managing institutional assets, NB is well positioned to capitalize on trends both in favor of additional outsourcing as well as additional focus on asset managers’ solutions offering.
The Institutional Solutions team performs bespoke quantitative portfolio analytics and offers strategic portfolio advisory services for key clients and prospects. This position will have a particular focus on US and global insurance markets but will also support client engagement across other institutional segments and geographies. Key responsibilities include asset-liability management, strategic asset allocation, and peer analysis. Ideal candidates will be deeply knowledgeable in capital markets and insurance, will have a demonstrated ability to explain technical concepts to clients, and will have a background in quantitative programming.
Responsibilities
Lead client engagements relating to strategic support portfolio management, asset allocation, and related topics
Serve as a go-to resource for NB personnel and for clients on capital markets modeling, ALM, insurance capital and accounting, and other technical or markets topics that are important to NB’s institutional clients
Take the initiative in identifying and discussing relevant market, regulatory and industry issues with key clients on a proactive basis
Extend existing infrastructure of analytical/quantitative capabilities to support business development efforts
Run bespoke analyses for clients, including projects such as portfolio optimization and peer data analysis
Produce thought leadership by developing materials for industry presentations and white papers
Support institutional client coverage and portfolio management with input into the efficacy of various traditional and alternative investment strategies in channel-specific investment frameworks (e.g., insurers and pensions)
Develop sufficient knowledge of the firm's capabilities, products and services, which are of relevance to institutional clients
Qualifications
Advanced degree in financial engineering, mathematics, statistics, computer science, or a similar quantitative field
FSA, FCAS, or international equivalent actuarial designation. CFA is a plus
Demonstrated ability in quantitative programming required; specifically in Python and R a plus
Strong understanding of capital markets and the business of our clients (insurance companies, pension funds, and other institutional investors)
Excellent communication and presentation skills commensurate with a technical advisory, client-facing role
Ability to develop strong relationships with both internal and external clients
Strong level of self-direction, ownership and initiative
Compensation Details
The salary range for this role is $150,000-$230,000. 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 onlineaccommodations@nb.com .
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) 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 750-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/linkedin
Neuberger Berman
-
- Neuberger Berman Jobs