Alternatives Specialist-Dallas

Summary

The Alternative Investment Product Specialist will work with Neuberger’s Investment, National Accounts and Intermediary Sales teams to educate them about Alternative offerings to advocate, educate and sell Neuberger’s Alternatives suite of products. The role will involve one-on-one and group presentations, conference calls, and coordination and preparation of strategy materials and white papers. The Alternative Investment Product Specialist will work closely with marketing and sales professionals so that they can be more effective in communicating alternative strategies and products with their clients and prospects. The Alternative Investment Product Specialist must have excellent interpersonal, organizational and communication skills, a deep understanding of the equity, derivative, and fixed income markets, and the ability to work well in a collaborative environment.

Responsibilities

• Develop a deep understanding of NB Alternative products and strategies

• Serve as the primary internal and client-facing point of contact for the illiquid alternatives platform

• Provide clients, prospects, consultants, and intermediaries with updates about the alternatives products, including existing offerings and new products

• Present support and guidance to NB National Field Force on suite of Alternative Investment solutions in order to drive utilization and education of those solutions and satisfy client needs and objectives

• Travel frequently to various domestic locations to attend client meetings and promote new business opportunities

• Facilitate and promote new business opportunities along with NB’s sales force

• Prepare presentations, white papers, market updates, and other deliverables

• Responsible for shaping product marketing, emphasizing consistency and refinement through analysis of market demand, competitor offerings and performance review

• Ensure materials and communications going to clients are of excellent quality and consistency

Research and resolve client issues

• Develop and maintain good working relationships with all areas of NB to promote good will and create cross-product opportunities

Requirements

• Candidate must have 10 + years of capital markets experience in either a sales, investment, or investor relations with a minimum of 5 years prior experience within alternative investments

• Strong analytical skills and attention to detail

• Strong organizational skills and ability to prioritize projects

• Undergraduate degree in business administration, marketing or finance (CFA, CAIA or MBA a plus)

• Series 7, 63, 24, 65 or 66 (or obtained within 6 months of hire)      

*open to candidates located in the Southeast/TX area

Compensation Details