Full-Time

ETF Specialist

Confirmed live in the last 24 hours

Neuberger Berman

Neuberger Berman

Compensation Overview

$130k - $160kAnnually

+ Bonus

Mid

New York, NY, USA

Job to be performed in New York City.

Category
Sales & Trading
Finance & Banking
Required Skills
Salesforce
Data Analysis
Requirements
  • 3-5 years of experience in the ETF industry, with a working understanding of ETF mechanics, trading, and market dynamics.
  • An ability to articulate the key differentiators of actively managed ETFs across asset classes will be essential.
  • As part of a broader distribution team, the ideal candidate will possess interpersonal skills and the flexibility to engage with a broad range of personality types.
  • Experience selling into RIAs and IBDs a plus.
  • Bachelor's degree with progress towards a professional certification a plus.
  • Excellent analytical skills with the ability to interpret complex data and market trends.
  • Strong communication and presentation skills, with the ability to convey complex concepts to a diverse audience.
  • Proficiency with the integration of data and Salesforce a plus.
  • Proficiency in Bloomberg, Morningstar, and other financial data platforms.
  • Detail-oriented with excellent organizational and project management skills.
  • Series 7 and 66 required.
Responsibilities
  • Assist in the expansion of our ETF pipeline, which will include prospecting for new business, establishing new business relationships, calling on existing relationships, and promoting the ETF franchise to internal stakeholders.
  • Respond to both client and client advisor inquiries and provide detailed product information and performance updates for ad hoc information requests.
  • Participate in industry events and conferences to enhance Neuberger Berman's presence in the ETF market.
  • Act as a subject matter expert on ETFs, providing support and education to clients and internal teams.
  • Develop and deliver presentations, webinars, and other educational materials to clients and prospects.
  • Collaborate with the sales and marketing teams to develop and implement strategies to promote ETF products.
  • Create and maintain marketing materials, including fact sheets, presentations, and other collateral.
  • Analyze competitive landscape and provide insights for product differentiation.
  • Monitor industry trends, regulatory changes, and market developments impacting ETFs.
  • Monitor and analyze the performance of existing ETF products.

Company Stage

N/A

Total Funding

$11.1B

Headquarters

New York City, New York

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The appointment of industry veterans like Jeff Blazek could enhance Neuberger Berman's multi-asset strategy capabilities, potentially leading to superior investment performance.
  • Neuberger Berman's active involvement in municipal and real estate securities funds offers employees exposure to diverse investment strategies and potential growth opportunities.
  • The firm's expansion into Southeast Asia with the appointment of Simon Cheung indicates potential for growth in emerging markets, offering employees international exposure.

What critics are saying

  • The competitive nature of the investment management industry could pressure Neuberger Berman to continuously innovate to maintain its market position.
  • The reliance on key personnel, such as newly appointed executives, may pose risks if these individuals do not meet performance expectations.

What makes Neuberger Berman unique

  • Neuberger Berman's employee-owned structure provides a unique alignment of interests between the firm and its clients, unlike many publicly traded competitors.
  • The firm's focus on multi-asset strategies and municipal funds, as evidenced by recent appointments and fund announcements, sets it apart in the investment management landscape.
  • Neuberger Berman's strategic appointments, such as Jeff Blazek and Simon Cheung, highlight its commitment to expanding expertise in multi-asset strategies and family office coverage.

Help us improve and share your feedback! Did you find this helpful?