Position Overview:
As a member of the Private Wealth Centralized Business Services (CBS) group, the Analyst/Associate will serve as a key contributor to the CBS - AI Subscriptions team, acting as a primary point of contact for Private Wealth teams, internal partners, and external stakeholders. The role focuses on end-to-end subscription and transfer processing for alternative investments, including fund onboarding, subscription document fulfillment, KYC/AML review, and position transfers. The ideal candidate thrives in a fast-paced environment, has a strong understanding of complex entity structures, demonstrates ownership of processes, and delivers a high level of accuracy and responsiveness. Through cross functional collaboration with Legal, AML, Compliance, and Client Administration, the Analyst/Associate helps drive process efficiency and contributes to a seamless experience for advisors and clients.
Primary Responsibilities:
Serve as subject matter expert on the end-to-end alternative investment lifecycle, including fund launch, subscription document fulfillment, and review of KYC/documentation requirements
Act as primary point of contact for Private Wealth teams, addressing questions related to subscriptions, transfers, and required documentation
Review subscription materials for completeness and accuracy, ensuring alignment with product, legal, and regulatory requirements
Coordinate with Legal, AML, and other internal teams to facilitate timely review and approval of subscriptions and transfers
Provide guidance and training to Private Wealth teams on subscription procedures, transfer processes, documentation standards, and operational workflows
Demonstrate a strong understanding of complex entity and ownership structures, with the ability to identify required documentation for each entity type
Review and process transfer requests, including re-registrations, ownership changes, and position transfers between accounts
Process subscription related account maintenance requests including KYC updates, account titling changes, and beneficial ownership updates
Identify operational bottlenecks and implement process improvements to accelerate onboarding, reduce errors, and improve turnaround time on subscriptions and transfers
Maintain accurate records across internal platforms (Salesforce, Anduin, Appian) to ensure data integrity across the subscription and transfer lifecycle
Ad-hoc projects as assigned by management
Experience & Skills Qualifications:
Undergraduate degree with experience supporting private equity, private credit, or other alternative investment products
SIE, Series 7, and 66 licenses preferred or ability to obtain
Excellent communication skills with a client service mindset
Proficiency with Excel and PowerPoint
Strong organizational skills and excellent attention to detail
Ability to prioritize workload based on evolving needs and circumstances
Strong multitasking skills
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.
Compensation Details
The salary range for this role is $60,000-$80,000. 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 onlineaccommodations@nb.com _.
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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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