Senior Associate, Institutional Client Advisor

Responsibilities

• Partner with the team in every aspect of the business development process from the initial research all the way through to the final closing of business.
• The SA must be able to own the full sales process and engage in all aspects.
• Responsibilities can be grouped into three main categories (1) deep knowledge of the territory (2) develop a deep understanding of Neuberger’s investment capabilities and (3) helping allocators in the territory solve their investment problems.

Qualifications

• 5-7 years of direct institutional sales experience from the buy-side and/or sell-side.
• Experience covering “real money” clients, such as pension, endowments/foundations and/or single-family offices is preferred but not required.
• Sophisticated in markets and covering complex clients.
• Knowledge of portfolio construction and role in portfolios of various asset classes.
• Knowledge of multiple asset classes is preferred; interest in expanding knowledge across a range of asset classes.
• Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems.
• Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment.
• Detail-oriented with strong organizational and follow-up skills.
• Strong analytical and problem-solving skills.
• Excellent written and oral communication skills.
• Proficient in Microsoft Word, Excel, PowerPoint, OneNote, and eVestment.
• Series 7 & 66 licenses required.

Pay

The salary range for this role is $110,000-$130,000. 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.