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Client Strategist

Company:
Neuberger Berman
Location:
Manhattan, NY, 10007
Posted:
May 05, 2024
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Description:

Summary As a leading asset manager with a history of successfully managing institutional assets, NB is well positioned to capitalize on trends both in favor of additional outsourcing as well as additional focus on asset managers' solutions offering.

The Institutional Solutions team performs bespoke quantitative portfolio analytics and offers strategic portfolio advisory services for key clients and prospects.

This position will have a particular focus on US and global insurance markets but will also support client engagement across other institutional segments and geographies.

Key responsibilities include asset-liability management, strategic asset allocation, and peer analysis.

Ideal candidates will be deeply knowledgeable in capital markets and insurance, will have a demonstrated ability to explain technical concepts to clients, and will have a background in quantitative programming.

Responsibilities * Lead client engagements relating to strategic support portfolio management, asset allocation, and related topics * Serve as a go-to resource for NB personnel and for clients on capital markets modeling, ALM, insurance capital and accounting, and other technical or markets topics that are important to NB's institutional clients * Take the initiative in identifying and discussing relevant market, regulatory and industry issues with key clients on a proactive basis * Extend existing infrastructure of analytical/quantitative capabilities to support business development efforts * Run bespoke analyses for clients, including projects such as portfolio optimization and peer data analysis * Produce thought leadership by developing materials for industry presentations and white papers * Support institutional client coverage and portfolio management with input into the efficacy of various traditional and alternative investment strategies in channel-specific investment frameworks (e.g., insurers and pensions) * Develop sufficient knowledge of the firm's capabilities, products and services, which are of relevance to institutional clients Qualifications * Advanced degree in financial engineering, mathematics, statistics, computer science, or a similar quantitative field * FSA, FCAS, or international equivalent actuarial designation.

CFA is a plus * Demonstrated ability in quantitative programming required; specifically in Python and R a plus * Strong understanding of capital markets and the business of our clients (insurance companies, pension funds, and other institutional investors) * Excellent communication and presentation skills commensurate with a technical advisory, client-facing role * Ability to develop strong relationships with both internal and external clients * Strong level of self-direction, ownership and initiative Compensation Details The salary range for this role is $150,000-$230,000.

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 New York City.

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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs.

This job is also eligible for a discretionary bonus.

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), 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/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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