Senior Associate, Institutional Client Advisor

Neuberger - Mountain Home, TX

Hiring: Senior Associate, Institutional Client Advisor Company: Neuberger Location: Mountain Home, TX Job Posted Time: 2026-09-15 12:13:48 Target Skills & Keywords : Microsoft Excel, Microsoft PowerPoint, Series 7 About the job Experience: •5-7 years of direct institutional sales experience from the buy-side and/or sell-side •7 years of direct institutional sales experience from the buy-side and/or sell-side Required Skills: •Organization level: Research news articles, databases, and public meeting minutes focused on ensuring we are reaching out to the right people, at the right time, with the right content •Contact level: Build and deepen relationships with contacts at conferences, in-person meetings, and virtually •Develop Deep Understanding Of Neuberger’s Investment Capabilities •Liaise and establish strong relationships with internal investment teams •Succinctly articulate the key features of the platform and investment strategies verbally and in writing •Help Allocators in the territory solve their investment problems •Increase the number of new pipeline opportunities by identifying new opportunities, helping with RFPs, targeted sales campaigns, and custom one-off outreach •Progress current pipeline opportunities through the final sale Qualifications: •Sophisticated in markets and covering complex clients •Knowledge of portfolio construction and role in portfolios of various asset classes •Knowledge of multiple asset classes is preferred; interest in expanding knowledge across a range of asset classes •High degree of interest in financial markets and investment strategies •Bachelor's degree required; strong academic record preferred •Highly motivated team-player with a desire to work on a wide range of projects, using multiple systems •Demonstrated capacity to work well with different individuals and contacts of all levels of the business in a high-pressure environment •Detail-oriented with strong organizational and follow-up skills •Strong analytical and problem-solving skills •Excellent written and oral communication skills Compensation: •$110,000 - $130,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!