Consultant Relations AnalystAssociate
Consultant Relations AnalystAssociate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
$ 80000 - 110000
1 Vacancy
Job Description
The Associate or Analyst partner with senior Relationship Managers (RM) and other team members to support the Consultant Relations team in achieving their daytoday goals of servicing institutional consultants as well as managing internal administrative tasks and projects. This position will provide the individual with valuable insights into the Neuberger Berman Institutional Client Group business.
Responsibilities:
- Partner with senior Relationship Managers in all aspects of their activities to ensure goals are met.
- Understand coverage research and develop deep knowledge of prospects by product interest and plan type. Partner with senior Relationship Managers to coordinate targeted consultant outreach/marketing campaigns
- Understand Neuberger Bermans full range of investment capabilities to be able to engage directly with consultants as well as colleagues internally
- Develop outreach lists research opportunities and consultant trends in the marketplace utilizing external tools and publications. Conduct competitive analysis and market research utilizing external databases
- Assist senior Relationship Managers with internal reporting to senior management including business plans
- Conduct thorough meeting preparation; research each consultant in advance of each meeting; coordinate prep calls with necessary Portfolio Management teams and other key internal teams. Coordinate all followups necessary from meetings
- Liaise with other internal teams (marketing performance analytics operations legal & compliance) to ensure client needs are met
- Oversee RFP/RFI submissions; liaise with the RFP & Consultant Database teams ensure RFP/RFI deadlines and requirements are met review RFPs/RFIs for accuracy of content
- Coordinate significant aspects of each relationship to ensure all consultant servicing needs are addressed in a timely manner
- Participate in team projects to enhance internal procedures in accordance with industry best practices
- Contribute to mentoring and professional development of teammates
Qualifications:
- 3 to 5 years experience related investment management industry experience required
- Experience with equity fixed income and alternative strategies is preferred
- Additional accreditations encouraged (e.g. CFA MBA CAIA)
- Excellent presentation business writing and oral communication skills
- Strong attention to detail and organization/coordination skills
- Enthusiastic team player and highly motivated
- Strong analytical and problem solving coordination skills
- Proficient in Microsoft Word Excel PowerPoint
- Existing Salesforce eVestment and Preqin knowledge a plus
- Series 7 66 and 31 licenses preferred or ability to obtain within 6 months of employment
#LIMW1
Compensation Details
The salary range for this role is $80000$110000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenuebased metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
Learn about the Applicant Privacy Notice.
Required Experience:
IC
Employment Type
Full-Time
