Analyst/Associate Alternative Investment Subscription Team

Neuberger Berman•New York, NY

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
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