Neuberger Berman · 17 hours ago
Investment Onboarding Specialist
New York, NY
Full-time
Hybrid
Senior Level
$140K/yr - $160K/yr
7+ years expNeuberger Berman is a leading investment management firm, and they are seeking an Investment Onboarding Specialist to lead the implementation of new products and client mandates. The role involves coordinating onboarding activities, designing operating models, and ensuring timely execution of onboarding processes across various business lines.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
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
Qualification
Required
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
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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