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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