Senior Portfolio Associate Job at Neuberger Berman
Responsibilities:
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Provide trading and administrative support for active portfolio manager and members of team
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Responsible for entering Equity, Fixed Income, and Options trades in US and Global Markets into trade order management systems
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Liaise with central trading desk regarding trade instructions
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Prepare rebalances for client accounts to review with portfolio manager
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Responsible for portfolio holdings reports and portfolio analysis
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Work directly with clients to process specific trade requests and address portfolio inquiries
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Obtain and compile data from various sources for internal and external reporting
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Process account openings/closings, transfers, and other client requests
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Create, monitor, and update financial data reports
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Prepare correspondence for internal and external clients
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Daily review and maintenance of client accounts, including any administrative changes or cash/security movements and insufficient funds for scheduled remittances
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Assist in the creation, coordination, and completion of client reporting
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Interact with operations and middle office to resolve account discrepancies
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Support administration for Institutional Separately Managed Accounts
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Prepare materials for Account Reviews across different business lines
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Perform ad hoc projects as needed
Qualifications:
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Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook)
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Familiarity with Charles River, Aladdin, SalesForce, FactSet, and Bloomberg
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Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
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Strong time management and organizational skills
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Candidate needs to be team oriented and yet also be able to work independently with minimal guidance/supervision
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Familiarity with High Net Worth, Mutual Fund, UCITS, SMA, and Sub-advised business lines
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Ability to take initiative and meet clear deadlines
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Series 7 and 66 required (or willingness to attain shortly after start-date)
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Detail oriented
Neuberger Berman is an equal
opportunity/affirmative
action 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.
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