Neuberger Berman
Neuberger Berman
New York, NY
2024-10-28
The Onboarding Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management teams, and strategic offerings. New products include mutual funds, ETFs UCITS funds, CLOs, Private Funds (Hedge and Private Equity), and other regional funds. The institutional client mandates include multi asset class mandates as well as clients with unique requirements. The Onboarding team identifies the requirements for the launches, designs solutions and coordinates across multiple departments to ensure that all project tasks are identified and completed in a timely manner to support successful implementation.
You will serve as a primary point person for all associated onboarding activities
Primary Responsibilities:
Work closely with various lines of business to identify onboarding requirements. Lines of business include (but not limited to) Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology
Design comprehensive operating models to support new strategic offerings, leveraging existing systems and capabilities across the Firm
Coordinate and manage onboarding efforts across all aspects, including identifying areas of focus, risks, and appropriate timelines
Develop overall project plan, key milestones, and servicing requirements, depending upon the size and complexity of the effort
Develop effective communication plans including management reporting, tracking, and presentations to senior management
Facilitate best practice process management with various operational and administrative areas of the organization, including identification of efficiencies and process improvements
Lead a team of individuals across various business and support and control channels responsible for onboarding coordination and execution
Ensure accounts are opened in a timely manner, both internally and externally with service providers
Periodically facilitate project efforts which impact the Onboarding function, including coordinating, tracking and managing the overall effort
Qualifications:
B.A. degree or equivalent, preferred in finance or accounting
5+ years experience in financial services operations
Broad knowledge of the securities industry and variety of investment vehicles
Knowledge of general securities rules as well as financial industry regulations and terminology.
Strong project management & analytical skills
Who you are:
Ability to work under pressure in a deadline driven environment, with ability to adjust to changing priorities
Well organized, with strong attention to detail
Ability to critically analyze information and make sound judgments and recommendations.
Ability to promote change across the Firm, be a ‘change agent’
Must be able to create and maintain project plans, monitor open issues, and drive to resolution
Professional team player; ability to work with a variety of personalities
Excellent verbal and written communication skills
Self-starter and motivated
Proficient with Microsoft Office, including Word, Excel, MS Project, and PowerPoint.
Visio skills a plus
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance, Project Management, and Marketing
Industries
Financial Services and Investment Management
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