Neuberger Berman

Role Overview As the successful candidate, you will be directly supporting our fixed income portfolio management platform and will assist with the production and distribution of recurring portfolio analytics and performance reports including investment commentary and macro-economic exhibits. As part of a global business, you will gain exposure to our diverse and talented investment and operations teams that include key stakeholders such as Portfolio Managers, Product Specialists, Client Service, Marketing, Sales, RFP and Legal to deliver best-in-class reporting for our institutional and pooled fund clients. There will also be plenty of opportunity to collaborate with key stakeholders across the business by contributing to the development of strategic client reporting initiatives as well asportfolio analysis to gain insights into key investment and risk management decisions Primary Tasks - in the role of an Trainee you would be exposed to many of the following: Developing a deep understanding of the firm's culture, values and internal processes to be able to deliver best-in-class portfolio reporting for institutional and pooled fund clients. Developing an understanding of global fund structures, client on-boarding processes and client specific reporting requirements to facilitate the efficient and effective distribution of regular and ad hoc client materials. Proactively responding to stakeholder queries and provide accurate and timely information. Identifying data issues and proactively take necessary steps to maintain high data standards across our fixed income reporting platform by partnering with key internal and external stakeholders such as technology and investment teams as well as 3rd part data providers. Support the regular production of client reporting materials and take ownership of existing internal processes to meet client deadlines. Automate reporting templates, and improve the efficiency of monthly deliverables for the client reporting team (Excel and PowerPoint templates) Qualifications and Prerequisites Working towards or have recently completed a Bachelor's degree in Finance, Computing, Business or Sciences preferred however, we welcome applications from all disciplines. 2:1 or above University degree. A desire to obtain IMC and CFA (or equivalent) is preferred but not essential. Experience with Microsoft Office (e.g. Excel and PowerPoint) is required. Knowledge of computer programming (e.g. VBA, SQL or Python) is desirable although not essential. At least a basic level of fixed income knowledge is desirable however, the ability to understand and interpret portfolio analytics as well as numerical methods is essential. Who you are: Enjoys a fast-paced, dynamic environment and using independent judgement. Well organized self-starter with strong attention to detail. Strong time management skills and ability to prioritise multiple tasks efficiently. Proactive in following up on details, anticipating issues, and closing loops on all requests. Must be team oriented and also be able to work independently with minimal guidance at times. Have an interest in developing Excel, VBA and Python knowledge Curious and willing to learn about the industry 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 . Learn about the Applicant Privacy Notice .

Position: NB Private Markets Product Management Associate Location: London, U.K. Summary: Neuberger Berman is an employee-owned global investment management firm with $427 billion in assets under management. The private markets group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $110 billion of client commitments since inception. Within our Private Investment Portfolios & Co-Investment business, we manage both commingled and custom investment vehicles (or "Funds"), which are diversified across fund investments (primary and secondary basis) and direct investments. Each Fund has one or more Principal or Managing Director professional(s) on the investment team, who serve as the "Program Manager(s)" and are responsible for managing the day-to-day activities of the fund. The Role The Product Management function supports the Program Manager(s) in aspects of the Funds' day-to-day activities, including the coordination of the investment execution process, investment monitoring, cash management (as applicable) as well as internal and external communications via scheduled and/or reports, meetings, and calls. This role will entail both wealth management focused funds as well as institutional focused funds domiciled in Europe or with predominantly European-based clients. You will take ownership of the following deliverables in a proactive manner: Supporting the Program Managers in all aspects of the Funds' management, operations, organization, and monitoring. Coordination among all NB internal constituencies of the Funds, including the Private Markets Investment Team, Legal, Finance, Reporting, Operations, Risk, Compliance, Investor Communications and Client Services and non-private markets Investment Teams (i.e., fixed income and multi-asset class teams). Investment Tracking Supporting Program Managers in portfolio construction, monitoring and forecasting activities. Tracking and forecasting of private markets portfolio (to determine capital needs and availability for new investments and/or distributions). Coordinating of investment process for the Fund, including portfolio fit, compliance with investment or regulatory restrictions, client / board / manager approvals as needed. Reviewing and assisting with ad hoc, quarterly, and annual reporting, investor / board communications, annual and other ad hoc meetings, support requests from diverse third parties and/or internal teams. Capital Management Tracking of inflows & outflows (subscriptions, withdrawals, dividends, etc.). Tracking of investment realizations vs. new investment activity. Credit facility management (as applicable). Requirements: Excellent academic credentials; Undergraduate degree in economics, business, finance, financial law or similar. 1-3 years of relevant professional experience (i.e., finance, accounting, operations, investment banking, private equity, legal (PE or private funds . Excellent verbal and written communication skills. Fluency in other European languages will be an advantage. Experience in investment execution and understanding of legal processes and formalities behind a transaction is favorable. Prior experience or exposure to product development or product launch coordination. Understanding or prior exposure to European investment management regulation. Who you are: Resourcefulness, ability to multi-task, team-player attitude, and a desire to work on a wide range of projects and manage them effectively. Strong project management and organizational skills, attention to detail and disciplined application of process constraints. Strong judgment, maturity, and critical thinking skills, with a willingness to check and challenge processes where appropriate. Ability to anticipate, spot and appropriately escalate and resolve issues in a timely manner; ability to take initiative and creativity in problem solving and to be resourceful. Excellent communication, and ability to articulate and present ideas effectively both orally and in written form at all levels of seniority. Resilience and ability to work under pressure and time constraints. Intellectual curiosity and ability to learn fast. 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice .

The Intermediary Marketing Lead ("IML") EMEALA (ex Italy & DACH) leads the strategic planning and tactical execution of all intermediary marketing initiatives across EMEALA, partnering closely with the Channel Marketing Leads for Italy & DACH. As the primary local contact for the Global ex US Head of Intermediary Sales, based in London, the IML will also be responsible for co-ordinating with peers in other regions to help deliver an EMEALA intermediary marketing strategy. The IML will partner with senior client coverage leadership, marketing colleagues & product specialists across regions to drive our marketing capability that will elevate Neuberger Berman's brand awareness, strategic positioning and ultimately drive business results. Primary Responsibilities Channel Marketing Strategy and Execution Engage with Intermediary Client Coverage leadership; lead the development and execution of the intermediary marketing strategy in EMEALA, coordinating with marketing colleagues across the region Establish marketing coverage model that allows for a fully integrated, globally aligned marketing plan with appropriate regional implementation for the intermediary channel Engage with global Brand, Content and Product Marketing teams to develop and align thought leadership, events, advertising, digital promotion, communication strategy focusing on both existing as well as new product capabilities Develop a coordinated regional events strategy including an educational / research programme as necessary alongside proprietary and third party event partners Create messaging, positioning and channel-specific marketing materials working in conjunction with local marketing partners on the effective implementation of global programs Build out new strategic initiative plan requests for senior management approvals; including strategic goals, tactics, budget and expected ROI & measurement Organize, plan, and lead channel campaigns; conduct project status and progress meetings; complete project tracking and analysis Partner with global channel marketing to activate intermediary campaigns / activity at a regional level Identify potential project risks, develop contingency plans, and appropriately manage and escalate risks Campaign Development, Planning & Execution: Develop and implement integrated marketing campaigns that effectively target intermediary audiences. Collaborate closely with local Client Coverage teams to align marketing campaigns with growth objectives. Oversee translation processes and collaborate with reviewers to ensure that content is accurately translated into the target languages. Monitor campaign performance and optimise strategies to maximise engagement and effectiveness Lead Gen and Digital Engagement Work with client and data analytics teams to create lead reports that align with strategic priorities and allow senior management to have insight into progress toward goal and driving accountability Drive client segmentation and create "client journey" roadmap for digital engagement across email, web, native advertising, search, social etc. Expand footprint into all markets globally using digital marketing outreach Review, interpret and disseminate post-campaign metrics and reporting Comprehensive review of the intermediary websites & positioning; propose enhancements to drive better engagement with the intermediary audience; work closely with digital team to update & regularly maintain web Market Intelligence Review peer groups to define competitive market requirements and uncover opportunities for growth and brand enhancements Remain abreast of industry developments and issues intermediary clients are facing; analyse and report on changes in investor behaviour and issues affecting the industry Strategically respond to this market intelligence with thoughtful, creative campaigns Qualifications required Minimum of 10 years of marketing experience within in the investment management industry Extensive European intermediary market experience; global orientation/aptitude Demonstrated track record of developing and executing on strategic marketing plans and initiatives Proven ability to manage complex projects which include print, digital, advertising, events and media Strong project management skills with the ability to prioritize and manage stakeholder expectations across multiple, competing projects/priorities with aggressive due dates and quick turn-around times Team oriented, collaborative approach with ability to take initiative, prioritize and manage multiple tasks simultaneously to meet client expectations and deadlines across multiple projects Strong written and verbal communication and interpersonal skills; ability to manage different working styles to effectively influence partners Executive presence, professional client service manner, ability to take initiative and interact with all levels of management and adapt to business needs Collaborative working style focused on building relationships with partners Familiarity with regulatory considerations in financial services marketing. Technical Skills Experience driving and delivering Marketing Strategy In depth knowledge of intermediary business as well appropriate level of investment strategy / product solutions Ability to balance strategy and execution Interpersonal Skills Ability to communicate clearly across the client coverage and investment organisations Outstanding stakeholder management Strong organisational skills and attention to detail. Adaptability and resilience in a fast-paced environment. Collaborative mindset with a team-oriented approach. 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 . Learn about the Applicant Privacy Notice .

Your Team The Corporate Real Estate team is responsible for Front of House, hospitality, Events Management and Facilities. The facilities team is responsible for maintaining a safe and comfortable workspace for employees and is in charge of space planning, security, compliance with health and safety regulations. The Role The Facilities Coordinator plays a pivotal role in maintaining a functional, secure, and pleasant working environment, working closely with the CRE Manager and other departments to ensure the firm's needs are met efficiently. Primary Responsibilities Assist the CRE Manager in daily operational tasks, ensuring the smooth functioning of all office facilities in EMEALA. Assist in preparing and monitoring the facilities budget, processing invoices, and tracking expenses. Provide facilities oversight and support to other Neuberger Berman offices in EMEALA Manage and coordinate routine maintenance and repair activities for office equipment, HVAC systems, BMS, and other facility infrastructure. Day to day liaison with landlords and local authority officials. Solicit bids from contractors for and award contracts after securing required approvals. Maintain a working knowledge of all vendor contracts and ensure specifications are met. Assist with managing space allocation and layout planning Maintain an inventory of office supplies, furniture, and equipment, ensuring adequate stock levels. Ensure that all offices in EMEALA comply with health and safety regulations, and coordinate regular safety inspections. Assist in developing and implementing emergency procedures and evacuation plans, and participate in safety drills. Respond to and coordinate contractors during out-of-hours building emergencies, such as power outages, ensuring swift and effective resolution. Maintain accurate records of facilities operations, including maintenance logs, service contracts, and warranty information. Set up and coordinate meeting rooms, including arrangement of furniture and audio/visual equipment. Provide support for facilities-related projects, such as office moves, and minor works Support the implementation of sustainability programs, such as recycling and energy efficiency measures. Oversee the building security measures, including the management of access cards and keys. Provide logistical support for events held within the office premises, including setup and breakdown. Any other duties as reasonably required Qualifications and Experience Minimum of 2-3 years' experience in facilities coordination, assistant manager or a similar role. Health and Safety Qualification, e.g. IOSH or NEBOSH Facilities Management certification e.g. IWFM or IFMA Technical Skills Good understanding of building services and facilities management processes Strong organisation skills Proficient in the use of standard office software including PowerPoint and Excel and facilities management systems including CAFM and BMS. Interpersonal Skills Excellent verbal and written communication skills for interacting with staff and other stakeholders. 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 . Learn about the Applicant Privacy Notice .

The Role We are seeking a motivated and detail-oriented Junior GRC Analyst to join our team. The successful candidate will assist in developing and maintaining our governance, risk, and compliance program. This role offers an excellent opportunity to gain experience in GRC practices and work alongside experienced professionals. The role entails collaboration with various departments such as Operations, Client Coverage, Legal & Compliance, ESG, Marketing, Operational Risk, Audit, Finance, Investment Teams, and Technology. The objective is to ensure that IT risk strategies are in harmony with the firm's overarching business goals, on global scale. Your mission will involve the identification, assessment, and mitigation of IT risks that pose potential threats to the organization's operational integrity or strategic objectives. You will be tasked with developing, refining, and enforcing robust risk management policies and practices, aiming for a comprehensive integration of these initiatives throughout the organization. The successful candidate will be recognized for their ability to forge strong relationships, their collaborative spirit, and their expertise in fostering growth. This role reports to a Senior Security Engineer. Primary Responsibilities Assist in the development, implementation, and maintenance of GRC policies and procedures aligned with the company's business goals and legal requirements. Support with the implementation of the Risk Management Framework policy and ensure ongoing actions are undertaken as defined by DORA. Conduct risk assessments and support the identification of potential compliance and security risks. Monitor and report on compliance with internal policies and external regulations. Ensure regular reviews are performed to assist with refining company's GRC policies, leveraging technology and industry best practices to drive efficiency. Support the preparation and execution of internal and external audits and DDQs. Collaborate with various departments to ensure compliance requirements are met. Assist in the production of regular reporting to senior management including KPIs and KRIs with clear insights into the company's profile, compliance status and governance effectiveness. Maintain documentation and records related to GRC activities. Assist in the development of training materials and conduct awareness sessions for staff. Qualifications and skills needed Bachelor's degree in Information Technology, Business Administration, Risk Management, or a related field. Basic understanding of GRC concepts and frameworks (e.g., ISO 27001, NIST, SOX, GDPR). Strong analytical and problem-solving skills. Project management and business analyst skills. Excellent written and verbal communication skills. Ability to work collaboratively in a team environment. Detail-oriented with strong organizational skills. Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint). Preferred Qualifications: Relevant internship or work experience in a GRC or related role. Familiarity with GRC tools and software. Certifications such as CRISC, CISA, or CGEIT are a plus. 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 . Learn about the Applicant Privacy Notice .

LOCATION: London About Neuberger Berman Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $508 billion in assets under management as of December 31, 2024. The firm manages a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman's diverse team has 2,885 professionals. For 11 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In our 2024 PRI Assessment, Neuberger Berman scored above the median of all reporting signatories for our ESG integration efforts in every UN PRI reported category. Neuberger Berman achieved top scores in multiple categories including, for the fifth consecutive year, the overarching Policy, Governance and Strategy category. In private markets, Neuberger Berman is the proud winner of the 2024 Private Equity Manager of the Year in the Asset Management Awards. The Team Managing private equity funds is an important component of Neuberger Berman's business strategy. Neuberger Berman is a leading and growing investor in private markets, managing c. $135 billion of client commitments in active vehicles as of December 31, 2024. NB Private Equity has been an active and successful private equity investor since 1987. The Role The successful candidate will support the team in the due diligence analysis of co-investments in single portfolio companies as well as primary fund investments: Co-Investments: Invests directly into attractive deals alongside premier private equity firms in their core areas of expertise. Focuses on building high-quality, diversified portfolios of strategic co- investments primarily in buyouts and growth financings on a global basis and across multiple industries. Primary Fund Investments: Makes primary commitments to premier private equity funds. Creates diversified portfolios of private equity funds on a global basis and within multiple asset classes, including buyout, growth equity, venture capital and distressed / special situation investments. We are seeking a driven individual with two years of relevant experience in Investment Banking, Corporate Finance or Private Equity, who can add value across a broad range of private equity investing activities. This is an excellent opportunity for an enthusiastic professional to build upon their experience in a demanding but rewarding environment. Primary Responsibilities Play a key role in analyzing and assessing a broad spectrum of companies across various industries to identify compelling investment opportunities. Build and maintain in-depth financial models to assess valuations of private companies. Prepare high-quality due diligence materials and investment committee memos to support decision-making. Conduct detailed due diligence and analysis on private equity funds and portfolio company opportunities, including industry, company, and manager research. Interact regularly with partners and other investment professionals of private equity firms. Monitor and assist in managing our investment portfolio through attendance at annual meetings of private equity firms and investor meetings for individual portfolio companies. Collaborate with colleagues across the firm to gather information necessary to make investment decisions within the various strategies. Qualifications Needed Two years of relevant experience in Investment Banking, Corporate Finance, or Private Equity. Exceptional academic credentials; a degree in finance, business, or a related field is preferred. Strong analytical and quantitative skills with substantial expertise in financial modeling and valuation. Results-oriented and proactive, with a creative approach to problem-solving. Excellent communication skills, both written and verbal, with the ability to present complex ideas effectively. Ability to successfully manage multiple priorities with strong attention to detail. Fluency in additional European languages is a plus. We believe this is an excellent opportunity for an enthusiastic professional to build upon their experience in a demanding but rewarding environment. 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 . Learn about the Applicant Privacy Notice.

Summary: Seeking an individual with a minimum of three years' experience in a market execution role for the Multi-Asset and Risk-Balanced investment teams. Multi-Asset experience is a plus. This role focuses on trade execution across a diverse range of asset types and securities, as well as facilitating information flow to portfolio managers. The trader will be an integral part of the teams' investment processes, specializing in the timely communication of market moves and sell-side research. The successful candidate will collaborate closely with senior Multi-Asset and Risk-Balanced team portfolio managers operating in a macro hedge fund-like environment. Responsibilities: Execution: Efficiently execute and manage derivative trades across diverse asset classes and security types, including equities, fixed income, commodities, and currencies. Analyze performance of derivative products ensuring alignment with overall portfolio objectives. Collaborate with portfolio managers to develop and refine trading strategies. Act as a point of contact for trading-related inquiries and resolve any trading-related issues promptly. Conduct pre- and post-trade analytics and ensure accurate trade reconciliation. Market Intelligence: Build and maintain strong relationships with external counterparties to gather up-to-the-moment market color and insights. Actively engage with partners to ensure a continuous flow of valuable information, positioning our team as a trusted partner. Monitor and analyze global financial markets, economic indicators, news, and geopolitical events to identify trading opportunities and assess market risks. Qualifications: Bachelor's degree in finance, Economics, or a related field. (MBA or advanced designation preferred) Minimum of three years of experience in trade execution across diverse asset classes. Strong work ethic and attention to detail; a precision and risk management mindset that results in accurate and compliant work. Excellent analytical, communication, and teamwork skills. Ability to multitask in a fast-paced, market-driven trading floor environment under the stress of high volume and tight deadlines. Capacity to diagnose, recommend, resolve, and implement process improvements.

Information regarding Neuberger Berman's privacy policy is available under Important Links on . Analyst/Associate - Private Equity Secondaries Apply locations London time type Full time posted on Posted Yesterday job requisition id R Managing private equity funds is an important component of Neuberger Berman's business strategy. NB Private Equity has been an active and successful private equity investor since 1987. NB Private Equity manages over $135 billion of investor commitments across primary fund investments, secondary investments, direct equity co-investments, private debt and various specialty strategies since inception through December 30, 2024. Position Overview: As the successful candidate, you will be part of the NB Secondaries Team based in London and will focus on a wide range of secondary private equity opportunities, including both complex GP-led transactions, traditional LP interest acquisitions, as well as other direct investments arising from unique situations. The position provides an opportunity to work in a leading private equity platform in a fast-paced entrepreneurial environment with constant interaction with the most senior members of the team. The NB Secondaries Team has a global presence and a broad investment mandate investing across all sectors in both GP-led and LP transactions: GP-led Secondaries - Initiated by the manager of the asset(s) to continue value creation of high-performing existing investments via a continuation funds while providing a liquidity option to its investors LP-led Secondaries - Invests in private equity funds by providing liquidity to investors who intend to sell their limited partner interests in private equity funds As part of a deal team, the Associate/Analyst will gain broad experience and contribute to every aspect of our investment cycle. Key responsibilities include: Screening and conducting due diligence on secondary private equity investment opportunities Performing in-depth research and financial analysis on companies and assets from various stages, sectors, and geographies Building detailed financial models of investment opportunities, including operational and valuation sensitivities Interacting with external parties, such as industry experts and investment bankers, as well as with other areas of the firm internally, to enhance due diligence insights and identify new opportunities Assisting with the preparation of due diligence materials, screening and investment committee memoranda Monitoring and reporting on the firm's existing investments through regular interaction with fund managers, attending annual meetings of private equity firms, reviewing quarterly financials, and performing portfolio analysis Supporting the private equity marketing team with investor relations and communication Required qualifications include: We are seeking a driven individual with an excellent academic background, and previous relevant internship/work experience. Approximately 2 years of experience within private equity or top-tier investment banking Ranking near the top of your class with exceptional quantitative skills Excellent academic credentials (both undergraduate/graduate school and GPA) Strong quantitative and analytical abilities, with solid knowledge of valuation techniques, corporate finance topics, and LBO modeling Who you are: Excellent written and verbal English communication skills - must have strong judgment, critical thinking and the ability to articulate and present ideas effectively both orally and in written form Show initiative and creativity in approach to problem-solving; demonstrated experience in conducting research and interacting with others to develop solutions Fluency in other European languages is a plus Ability to multi-task with a fine-tuned attention to detail Must have a team-player attitude and a desire to work on a wide range of projects We believe this represents an excellent opportunity for an enthusiastic, hard-working professional to initiate his/her career and build up experience in a demanding and rewarding environment. Job Location: London, UK Availability to travel, as appropriate 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 . Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $515 billion in client assets (as of March 31, 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. 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.

The Role We are looking for a Client Data specialist to join the Client Data Management Team in London. The team is responsible for the acquisition, attribution, maintenance, and integrity of sales data for our distribution organization. The role requires close partnership with Sales Reporting & Analytics, CRM, Finance, Technology and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities. Key Responsibilities Partnering with Management, Sales Reporting, CRM and Finance teams to drive data processes for sales reporting and compensation purposes. Establishing new procedures and enhance existing processes by seeking ways to improve and streamline them including any efficiency gains that may be realized through alternative/automated methods. Leading in the assessment of issues and opportunities, and in the development and implementation of complex workflows using Alteryx for data integrity and analytics. Providing routine global sales reporting and ad hoc analysis focused on client coverage platform. Working with key stakeholders across all levels to communicate goals clearly and concisely and build consensus across teams to drive projects forward. Being the subject matter expert for relevant processes and outcomes across the UCITS and QIAIF fund complex. Owning evaluation of third party data sources that provide addressable opportunity, acquisition of that data, and delivery of that data Liaising with external vendors and sales firms to expand data coverage and enhance processes. Demonstrating and encouraging broad adherence to best practices in data management processes and oversee procedures to ensure data integrity. Requirements Demonstrable 6+ years' experience in UCITS and QIAIF operations Thorough understanding of a global UCITS funds business, and the client rebate process is key. Experience with BBH/ NSCC/ distribution platforms a bonus. Strong analytical skills with ability to evaluate issues, propose and implement solutions, and consider all downstream implications Experience working with evaluation and onboarding of third party data sources In depth knowledge of rebates and setting up of new clients for rebate purposes Experience in sales management and sales attribution Who you are Highly organized and strong attention to detail. Leads and takes ownership of client queries and other tasks and accepts responsibility for them; knows when to involve others or escalate. Highly developed interpersonal skills and the ability to work effectively as part of a cross functional team. Excellent written, verbal and presentation skills; ability to communicate in a clear and concise manner. Proactive attitude, commitment to continuous learning, and willing to challenge status quo to improve processes. Ability and willingness to drive change in a dynamic fast paced environment. 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact . Learn about the Applicant Privacy Notice .