Investment Onboarding Specialist chez Neuberger Berman

Description

The Onboarding team leads the end-to-end implementation of new products, institutional client mandates, portfolio management teams, and strategic firm initiatives. Our work spans a broad range of vehicles, including mutual funds, ETFs, UCITS funds, CLOs, private funds (hedge and private equity), and other regional fund structures, as well as complex, multi-asset class institutional mandates and bespoke client solutions.

We across the firm to define launch requirements, design scalable operating models, and coordinate execution with key stakeholders. We ensure that all tasks are identified, owners are aligned, and deliverables are completed on time to support successful, well-controlled implementations.

In this role, you will be the primary point of contact for all onboarding activities within your remit—driving alignment, anticipating issues, and guiding cross-functional teams from initial design through go-live.

Primary Responsibilities:

• Work closely with various lines of business to identify onboarding requirements. Lines of business include (but not limited to) Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology

• Design comprehensive operating models to support new strategic offerings, leveraging existing systems and capabilities across the Firm

• Coordinate and manage onboarding efforts across all aspects, including identifying areas of focus, risks, and appropriate timelines

• Develop overall project plan, key milestones, and servicing requirements, depending upon the size and complexity of the effort

• Develop effective communication plans including management reporting, tracking, and presentations to senior management

• Facilitate best practice process management with various operational and administrative areas of the organization, including identification of efficiencies and process improvements

• Lead a team of individuals across various business and support and control channels responsible for onboarding coordination and execution

• Ensure accounts are opened in a timely manner, both internally and externally with service providers

• Periodically facilitate project efforts which impact the Onboarding function, including coordinating, tracking and managing the overall effort

Qualifications:

• B.A. degree or equivalent required; finance, accounting, economics or related field preferred

• 7+ years of experience in financial services, with significant exposure to asset/investment management operations, product onboarding, or client implementation for complex mandates

• Broad knowledge of the securities industry and a variety of investment vehicles, including mutual funds, ETFs, UCITS, CLOs/structured products, private funds (hedge and private equity), and institutional/multi-asset class mandates

• Strong project and program management skills, including the ability to create and maintain detailed project plans, define scope and milestones, monitor open issues, manage timelines and dependencies, and drive efforts to resolution

• Demonstrated ability to work cross-functionally with Product Management, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, Technology, and external service providers.

• Strong analytical skills with the ability to critically analyze information, understand data and process implications, and make sound judgments and recommendations

• Ability to work under pressure in a deadline-driven environment and adjust to changing priorities while managing multiple concurrent onboarding efforts.

• Well organized, with strong attention to detail and a high commitment to execution quality

• Excellent verbal and written communication skills, including preparation of management reporting and presentations; able to influence and communicate effectively with senior management and diverse stakeholders

• Professional team player with the ability to work effectively with a variety of personalities and in a matrixed environment; prior experience leading or coordinating teams is a plus

• Self-starter, highly motivated, with a strong sense of ownership and accountability

• Proficient with Microsoft Office, including Word, Excel, PowerPoint, and MS Project; experience with project tracking/management tools (e.g., JIRA, Smartsheet) and Visio or similar process-mapping tools is a plus.

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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Compensation Details

The salary range for this role is $140,000-$160,000. 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, retirement, 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 [email protected].

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