📌 Core Information
🔹 Job Title: Fixed Income Investment Communications / Product Marketing Sr. Associate
🔹 Company: Neuberger Berman
🔹 Location: Chicago, IL (Primary) & New York, NY (Secondary)
🔹 Job Type: Full-Time, Hybrid
🔹 Category: Financial Services, Investment Management
🔹 Date Posted: April 29, 2025
🔹 Experience Level: 2-5 years
🔹 Remote Status: On-site (Chicago & New York) with hybrid flexibility
🚀 Job Overview
Key aspects of this role include:
- Collaborating with various teams to create and maintain high-quality marketing collateral
- Managing inventory, rationalization, compliance review, and automation of marketing materials
- Building global connectivity and increasing efficiency in content coordination
- Serving as a point of contact for investment teams and distribution on marketing collateral
- Continuously improving the quality and efficiency of marketing processes
ASSUMPTION: This role requires a strong understanding of investment strategies and products, as well as excellent communication and organizational skills. The successful candidate will be able to work independently and collaboratively to meet deadlines and maintain high-quality standards.
📋 Key Responsibilities
✅ Update marketing collateral (pitchbooks, factsheets, commentaries) on a month-end and quarter-end basis
✅ Oversee inventory rationalization, compliance review, usage tracking, and automation of marketing materials
✅ Increase global connectivity and streamline content coordination processes
✅ Serve as a point of contact for investment teams and client coverage on marketing collateral
✅ Build an in-depth understanding of the firm's product offerings and investment capabilities
✅ Commit to improving the quality and efficiency of marketing processes
ASSUMPTION: The role requires a high level of attention to detail, strong time-management skills, and the ability to manage multiple projects simultaneously.
🎯 Required Qualifications
Education: Undergraduate degree in economics, finance, marketing, or a related field
Experience: 3+ years in a marketing role at an asset management firm, with experience in fixed income, equity, alternative, and multi-asset class strategies
Required Skills:
- Excellent time-management, planning, and organizational skills
- High level of accuracy and attention to detail
- Analytical and process-oriented mindset
- Strong written and verbal communication skills
- Proficient in Microsoft Office, specifically PowerPoint
- Self-starter with proven initiative and ability to work independently and in a team
Preferred Skills:
- Fluency in additional languages
- Experience with project management tools
- Knowledge of investment strategies and products
ASSUMPTION: While not explicitly stated, proficiency in additional languages and experience with project management tools could be beneficial for this role.
💰 Compensation & Benefits
Salary Range: $85,000 - $105,000 per year (based on location)
Benefits:
- Paid time off
- Medical, dental, and vision insurance
- 401(k) plan
- Life insurance
- Discretionary bonus
Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for hybrid arrangement
ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles and experience levels in the respective locations.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services, Investment Management
Company Size: 1,001-5,000 employees
Founded: 1939
Company Description:
- Neuberger Berman is an employee-owned, private, independent investment manager
- Manages over $508 billion in assets under management across various strategies
- Recognized for excellence in environmental, social, and governance (ESG) practices
- Named a top place to work in money management for the past decade
Company Specialties:
- Investment management and asset management
- Equity, fixed income, alternative, and multi-asset class strategies
- Global marketing and client development efforts
Company Website: www.nb.com
ASSUMPTION: Neuberger Berman's size and reputation in the industry suggest a structured and collaborative work environment with opportunities for professional growth.
📊 Role Analysis
Career Level: Mid-level, with opportunities for growth and advancement
Reporting Structure: The role reports to the Head of Collateral Management and works closely with various teams, including product strategy & marketing, client coverage, portfolio managers, and client reporting & analytics
Work Arrangement: Hybrid, with on-site presence required in Chicago or New York and flexibility for remote work
Growth Opportunities:
- Potential to advance within the marketing or broader organization
- Chance to gain exposure to various investment strategies and products
- Opportunity to work with and learn from experienced professionals
ASSUMPTION: The role's focus on process improvement and collaboration with various teams presents opportunities for professional development and growth.
🌍 Location & Work Environment
Office Type: Modern, professional office spaces in downtown Chicago and New York
Office Location(s): 190 S La Salle St, Chicago, IL 60603 & 1290 Avenue of the Americas, New York, NY 10104
Geographic Context:
- Chicago: A major Midwestern city with a diverse economy and vibrant cultural scene
- New York: A global financial hub with extensive cultural, dining, and entertainment options
Work Schedule: Monday-Friday, 9:00 AM - 5:00 PM, with flexibility for hybrid arrangement
ASSUMPTION: The hybrid work arrangement offers a balance between on-site collaboration and remote flexibility, allowing for a more flexible work-life balance.
💼 Interview & Application Insights
Typical Process:
- Online application and resume screening
- Phone or video call with the hiring manager
- On-site or virtual interview with the team
- Final interview with the Head of Collateral Management
Key Assessment Areas:
- Understanding of investment strategies and products
- Communication and presentation skills
- Problem-solving and analytical skills
- Cultural fit and team dynamics
Application Tips:
- Tailor your resume and cover letter to highlight relevant skills and experiences
- Prepare examples of your marketing collateral work and be ready to discuss them
- Research Neuberger Berman's investment strategies and products to demonstrate your knowledge
ATS Keywords: Marketing collateral, investment strategies, product marketing, fixed income, equity, alternative, multi-asset class, process improvement, team collaboration
ASSUMPTION: The interview process will focus on assessing the candidate's understanding of investment strategies, communication skills, and cultural fit within the team and organization.
🛠️ Tools & Technologies
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Project management tools (e.g., Asana, Trello, JIRA)
- Marketing automation tools (e.g., Marketo, Pardot)
ASSUMPTION: Proficiency in Microsoft Office Suite is required, while experience with project management and marketing automation tools would be beneficial.
👔 Cultural Fit Considerations
Company Values:
- Integrity
- Expertise
- Collaboration
- Innovation
- Responsibility
Work Style:
- Collaborative and team-oriented
- Results-driven and focused on continuous improvement
- Adaptable and responsive to change
- Attentive to detail and committed to high-quality standards
Self-Assessment Questions:
- How do you approach improving processes and increasing efficiency?
- Can you describe a time when you had to manage multiple projects with tight deadlines?
- How do you ensure the accuracy and quality of your work, especially when working on complex tasks?
ASSUMPTION: Neuberger Berman values candidates who are collaborative, results-driven, and committed to maintaining high-quality standards in their work.
⚠️ Potential Challenges
- Managing multiple projects and deadlines simultaneously
- Adapting to changes in investment strategies and products
- Balancing on-site collaboration and remote work in a hybrid arrangement
- Navigating a large, global organization with diverse teams
ASSUMPTION: The role's focus on process improvement and collaboration with various teams may present challenges in managing multiple projects and adapting to changes.
📈 Similar Roles Comparison
- This role differs from related positions in its focus on marketing collateral and investment strategies, rather than direct client-facing or portfolio management responsibilities
- Neuberger Berman's size and global presence offer opportunities for career growth and advancement not available at smaller firms
- Career paths in investment management often lead to portfolio management, client coverage, or product strategy roles
ASSUMPTION: The role's focus on marketing collateral and investment strategies sets it apart from related positions, offering a unique opportunity to gain exposure to various aspects of the investment management industry.
📝 Sample Projects
- Updating and maintaining pitchbooks, factsheets, and commentaries for various investment strategies
- Coordinating with investment teams to create roadshow materials and other marketing collateral
- Managing inventory rationalization, compliance review, and automation processes for marketing materials
ASSUMPTION: The role's responsibilities involve a range of marketing collateral projects, requiring strong organizational skills and attention to detail.
❓ Key Questions to Ask During Interview
- Can you describe the team's priorities and goals for the first 90 days in this role?
- How does this role collaborate with other teams within the organization, such as client coverage and investment teams?
- What opportunities are there for professional development and growth within the marketing department and the broader organization?
- How does Neuberger Berman support work-life balance for its employees?
- What are the most challenging aspects of this role, and how can I best prepare to succeed in them?
ASSUMPTION: Asking thoughtful questions during the interview demonstrates your interest in the role and provides valuable insights into the work environment and company culture.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Tailor your resume and cover letter to highlight relevant skills and experiences, such as marketing collateral work, investment strategies, and process improvement initiatives
- Prepare examples of your marketing collateral work and be ready to discuss them during the interview
- Research Neuberger Berman's investment strategies and products to demonstrate your knowledge and ask informed questions during the interview
- Follow up with the hiring manager one week after submitting your application, expressing your continued interest in the role
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
