Digital Network

ATMonitor Venommedia Cooconnect
Home > Jobs > Trading/Portfolio Associate – Private Asset Management

RFPConnect Jobs

For Employers

To post jobs email: [email protected]
or call +44 (0) 207 148 4285

Trading/Portfolio Associate – Private Asset Management

Recruiter: Neuberger Berman
Salary:
Location: New York, NY (Greater New York City Area) , United States
Posted on: Feb 16, 2011
Closing date: Feb 28, 2011

Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide.

Job Description

Trade Preparation
Principal equity trading role for the team
Develop skills to execute equity and mutual fund trades independently
Responsible for necessary trade preparation and analysis for client accounts taking into consideration portfolio weightings and specific client goals
Manage and update account restrictions to facilitate trading process and minimize trading errors
Monitor and respond to reorganization and class actions in client portfolios

Client Service
Assist other administrators on the team in responding to client requests, acting as a liaison between the portfolio management team and other departments at the firm

Administrative
Opening new accounts, check and wire requisitions, and utilize various client reports
Daily administrative tasks including answering phones, opening mail, filing, and photocopying
Handle personal organization and projects for Senior Portfolio Managers

Special Projects
Engage resources and relationships from other departments to help troubleshoot and resolve issues
Initiate ideas to streamline processes and workflow
Desired Skills & Experience
Series 7 & 63 required
College degree
Minimum 1-3 years prior experience in securities industry
Highly detail oriented, able to prioritize and handle multiple tasks simultaneously
Able to work under time constraints with precision
Knowledgeable in spreadsheets and mathematical concepts
Team-oriented and able to work independently
Keen interest in investments, client service, and business development
Excellent organizational and communication skills
Energetic and hardworking personality
Computer savvy, quick learner of various systems**

Recruiter Contact Details
Web address: http://www.nb.com
On our website you can find 6000 products from 3157 companies
Announce your products/ services on RFPConnect.com! Listing Costs $250 per/year Get listed today!

Featured Vendor

PriceMetrix Inc.

Logo PriceMetrix is a software firm that helps retail wealth management firms and their advisors optimize selling efforts, manage clients, identify growth opportunit ...

VISIT VENDOR PAGE >>
Version Control

FRSGlobal − Front Runner in Risk Mgmt and Regulatory Reporting

picture

Steve Husk, CEO of FRSGlobal, discusses the factors financial institutions are faced with in order to equip themselves against the current regulatory environment.

View ISSUE >>
Whitepaper
Research Paper

Sponsored Vendors

Don't miss out!

We're constantly updating RFPConnect.com with the latest news and research from hundreds of leading technology vendors.

Sign Up to our e-mail alert service to stay up to date.