Analyst/Associate Alternative Investment Subscription Team

Neuberger Berman • New York, NY

40d • $60,000 - $80,000

About The Position

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.

Requirements

• Undergraduate degree with experience supporting private equity, private credit, or other alternative investment products
• 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.

Nice To Haves

• SIE, Series 7, and 66 licenses preferred or ability to obtain

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

Benefits

• We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level