Neuberger Berman
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Investment Oversight Manager
role at
Neuberger Berman .
Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A. are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses, managing accounts such as Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, including endowments, foundations, and pension funds.
The Trust Companies administer $13.1 billion in assets, generating $56 million in annual revenue. This role reports to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer – Wealth.
The Trust Investment Oversight Officer will serve as the primary liaison between the Trust Companies and investment managers responsible for overseeing client portfolios. Key responsibilities include:
Drafting, documenting, and ensuring adherence to Investment Policy Statements (IPSs) for all Trust Company accounts.
Acting as the liaison to investment managers, including representatives from Neuberger Berman Investment Advisers (NBIA), to share updated IPSs, coordinate rebalancing requests, and communicate relevant changes to asset management strategies.
Ensuring timely valuation updates and thorough reviews of public and private assets, particularly those that are difficult to value.
Working closely with investment teams to review securities excluded from approved lists, securities presenting conflicts of interest, and asset concentrations.
Overseeing and documenting the annual investment review process and preparing documentation for Trust Company board meetings.
Partnering with internal stakeholders to assess and improve processes per OCC guidelines.
Qualifications include 6-9 years of relevant trust-related experience, strong investment expertise, understanding of trust and estate planning, excellent communication skills, and a collaborative attitude.
This role offers a salary range of $125,000-$175,000, with potential for bonus and benefits including health insurance, 401(k), and paid time off. The position is full-time and based in New York, NY.
Neuberger Berman is an equal opportunity employer. For accessibility assistance, contact onlineaccommodations@nb.com.
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Investment Oversight Manager
role at
Neuberger Berman .
Neuberger Berman Trust Company N.A. and Neuberger Berman Trust Company of Delaware N.A. are seeking a skilled and experienced Trust Investment Oversight Officer to join our team. The Trust Companies support the Private Wealth Management, Institutional, and Intermediary businesses, managing accounts such as Personal Trusts, Collective Investment Trusts (CITs), and Outsourced Chief Investment Officer (OCIO) clients, including endowments, foundations, and pension funds.
The Trust Companies administer $13.1 billion in assets, generating $56 million in annual revenue. This role reports to Sam Petrucci, Head of Advice, Planning & Fiduciary Services, and Shannon Saccocia, Chief Investment Officer – Wealth.
The Trust Investment Oversight Officer will serve as the primary liaison between the Trust Companies and investment managers responsible for overseeing client portfolios. Key responsibilities include:
Drafting, documenting, and ensuring adherence to Investment Policy Statements (IPSs) for all Trust Company accounts.
Acting as the liaison to investment managers, including representatives from Neuberger Berman Investment Advisers (NBIA), to share updated IPSs, coordinate rebalancing requests, and communicate relevant changes to asset management strategies.
Ensuring timely valuation updates and thorough reviews of public and private assets, particularly those that are difficult to value.
Working closely with investment teams to review securities excluded from approved lists, securities presenting conflicts of interest, and asset concentrations.
Overseeing and documenting the annual investment review process and preparing documentation for Trust Company board meetings.
Partnering with internal stakeholders to assess and improve processes per OCC guidelines.
Qualifications include 6-9 years of relevant trust-related experience, strong investment expertise, understanding of trust and estate planning, excellent communication skills, and a collaborative attitude.
This role offers a salary range of $125,000-$175,000, with potential for bonus and benefits including health insurance, 401(k), and paid time off. The position is full-time and based in New York, NY.
Neuberger Berman is an equal opportunity employer. For accessibility assistance, contact onlineaccommodations@nb.com.
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