Analyst/associate Alternative Investment Subscription Team

Neuberger Berman Group

Base: $60,000-$80,000; bonus/equity: discretionary...
End-to-end subscription processing
Complex entity structure understanding
Kyc and aml document review
The role serves as a primary point of contact for Private Wealth teams regarding alternative investment subscriptions and transfers

Job Summary

  • The role serves as a primary point of contact for Private Wealth teams regarding alternative investment subscriptions and transfers.
  • Candidates must demonstrate a strong understanding of complex entity structures to ensure accurate documentation and regulatory compliance.
  • The position offers a comprehensive benefits package including medical/dental/vision insurance, retirement contributions, and discretionary bonuses.

Matching Summary

The role serves as a primary point of contact for Private Wealth teams regarding alternative investment subscriptions and transfers.

Salary

Base: $60,000-$80,000; Bonus/Equity: Discretionary bonus eligible; Benefits: Medical/dental/vision, retirement, life insurance

Skills & Requirements

Must-have

  • End-to-end subscription processing
  • Complex entity structure understanding
  • KYC and AML document review
  • Private wealth team collaboration
  • Salesforce Anduin Appian proficiency

Nice-to-have

  • Strong client service mindset
  • Process improvement initiative
  • Excellent attention to detail
  • Fast-paced environment adaptability
  • Cross-functional communication skills

Key Requirements

  • Undergraduate degree in relevant field
  • Experience with private equity or credit products
  • SIE, Series 7, and 66 licenses preferred
  • Authorized to work in the United States without sponsorship

Work Rights

Must be authorized to work in the US without sponsorship

Tailored Resume

Cover Letter