What are the responsibilities and job description for the Alternatives Specialist-Dallas position at Neuberger Berman?
The Alternatives Specialist will work closely with NB’s intermediary, national accounts, and investment teams to effectively articulate, sell, and manage discussions around private markets with existing and prospective clients.
Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private equity group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $145 billion of client commitments since inception, spanning private equity, private credit, private real assets, specialty alternatives, and hedge funds and liquid alternatives.
Responsibilities
The salary range for this role is $215,000-$265,000. 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 . 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.
Neuberger Berman is an employee-owned global investment management firm with $509 billion in assets under management. The private equity group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $145 billion of client commitments since inception, spanning private equity, private credit, private real assets, specialty alternatives, and hedge funds and liquid alternatives.
Responsibilities
- Develop a deep understanding and succinctly articulate the key features of the NB private markets platform and investment strategies.
- Act as the main contact for the alternatives platform within the prescribed territory; create a transparent, seamless experience for the end client; work in concert with, alongside, and independent of the regional wholesaler, depending on the client need.
- Lead one-on-one and group presentations, conference calls, and coordinate and prepare strategy materials and white papers; update clients, prospects, and NB colleagues on alternative products and new offerings.
- Aid clients in the contextualization of NB alternatives within their asset allocation framework and broader investment strategy and goals; drive increased allocations of NB alternatives.
- Frequent travel, spending 50-60% of the time visiting clients within the prescribed territory.
- 10 years of capital markets experience in either a sales, investment, or investor relations role with a minimum of 5 years of prior experience within alternative investments.
- Knowledge of and exposure to the intermediary distribution channel.
- Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment.
- Deep understanding of public and private markets, including equity, derivative, and fixed income markets; demonstrated sales, investment, and/or portfolio management acumen.
- Strong analytical and organizational skills and attention to detail; ability to prioritize projects and create and utilize a strong client management process.
- Undergraduate degree in business administration, marketing, or finance (CFA, CAIA, or MBA a plus).
- Series 7, 63, 24, 65, or 66 (or obtained within 6 months of hire).
The salary range for this role is $215,000-$265,000. 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 . 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.
Salary : $215,000 - $265,000
