Client Analyst
Client Analyst
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
Job Description
About Neuberger Berman Group LLC:
Neuberger Berman founded in 1939 is a private independent employee-owned investment manager with c. $508 billion in assets under management as of December 31 2024. The firm manages a range of strategiesincluding equity fixed income quantitative and multi-asset class private equity real estate and hedge fundson behalf of institutions advisors and individual investors globally. With offices in 26 countries Neuberger Bermans diverse team has 2885 professionals. For 11 consecutive years the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1000 employees or more).
Summary:
The Institutional Business Development Analyst will work closely with two senior Client Advisors (CA) within the Institutional Client Group. The Analyst will partner with Associates/CAs to support the team with carrying out their day-to-day business development goals client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business.
Responsibilities:
- Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation organization of team coverage lists coordination of mass mailing efforts and the coordination of client requests.
- Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests
- Support the team with client and prospect contact management including CRM maintenance.
- Assist with new business pipeline updates and other internal reporting updates.
- Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
- Participate in team projects to enhance internal client service procedures in accordance with industry best practices.
Qualifications:
- 0 to 2 years industry experience; asset management internship experience preferred
- Strong achievement in undergraduate degree in finance economics or a related discipline
- Highly motivated team-player with a desire to work on a wide range of projects
- Exhibits a high degree of integrity and interest in financial markets and investment strategy
- Ability 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 problem-solving and project management skills
- Excellent presentation business writing and oral communication skills
- Proficient in Microsoft Word Excel and PowerPoint
- Progress towards additional accreditation is encouraged (e.g. CAIA CFA MBA)
#LI-MW1
#LI-Hybrid
Compensation Details
The salary range for this role is $65000-$85000. 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 revenue-based 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
