What are the responsibilities and job description for the Portfolio Associate position at Neuberger Berman?
Business Overview:
The Neuberger Berman Real Estate Securities Group invests in and actively manages portfolios of publicly traded real estate securities, primarily Real Estate Investment Trust (REIT) securities. The team manages approximately $1.8 billion in AUM and has a 20 year track record of investments in mutual funds, UCITs funds, closed-end funds, institutional and high-net worth separate accounts. The team seeks to provide investors with diversified exposure, by both geography and property type, to the U.S. listed property market. The team consists of a Senior Portfolio Manager, Portfolio Manager, Associate Portfolio Manager and Associate.
Position Overview:
The Real Estate Securities Group is seeking a Portfolio Associate to join the team. This person will work closely with team members in New York. The Associate will support the team with day-to-day group operations and interact with various production functions at the firm. This person will also assist with daily trading, manage monthly client reporting and handle many of the administrative roles on the team. This role will provide the individual with an in-depth perspective on the Real Estate Securities Group business.
Primary Responsibilities:
- Provide administrative support for a busy portfolio management team, including two Managing Directors and a Senior Vice President
- Manage monthly client reports including written commentary, attribution analysis and company summaries
- Create and update multiple valuation models, model portfolio templates, and databases primarily using Excel, FactSet and Bloomberg
- Trade execution and assist in the trade preparation for client accounts taking into consideration portfolio weightings and specific client goals
- Contribute to the preparation and drafting of marketing materials distributed within Neuberger Berman and to outside clients
- Administrative responsibilities e.g. scheduling appointments, booking client/sales/research meetings, coordinating travel arrangements and process travel and expense reports
- Liaise, collaborate and communicate the team’s message and themes to the sales team, external clients and product and marketing teams.
Experience & Skills Qualifications:
- Undergraduate degree across all majors with a strong interest in the financial services industry. All team members have a diverse array of educational backgrounds and experience
- Previous work experience a plus
- SIE, Series 7 and 66 required upon hire
- Must be able to work independently yet function within the team
- Outstanding organizational and problem-solving skills
- Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
- Excellent oral and written communication skills
- Strong computer skills required, Microsoft Office a must (Word, Excel and PowerPoint)
Compensation Details
The salary range for this role is $80,000-$100,000. 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
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.Salary : $80,000 - $100,000
