Consultant Database Analyst

New York City, NY - USA

Monthly Salary: $ 65000 - 80000

Posted on: 13 days ago

Vacancies: 1 Vacancy

Job Summary

The Consultant Database Team is a centralized center of excellence within the Marketing Group responsible for supporting the firms marketing and sales efforts through the distribution of content and data on the firms strategies via consultant team partners with the Consultant Relations Team Sales investment teams and other business support functions to meet clients needs for accurate and timely product and firm information.

We are seeking an analyst to support content relating to equity fixed income and multi-asset ideal candidate has a strong desire to collaborate effectively deliver high-quality content and contribute to process improvements.

Responsibilities:

Apply strong data management skills to aggregate investment strategy data (performance characteristics AUM personnel) while ensuring quality-control standards are met
Complete consultant-driven questionnaires and requests regarding investment products on a monthly or quarterly basis
Review Neuberger Berman product profiles in consultant databases for accuracy and ensure that product narratives (e.g. investment summary investment philosophy) are up to date and consistent with approved language
Contribute to process improvements that enhance efficiency by identifying bottlenecks proposing incremental enhancements and assisting with implementation; leverage approved AI tools to automate repetitive and manual tasks
Develop a working understanding of the firms products and investment processes to facilitate accurate and relevant distribution of information
Collaborate with various internal teams on projects and troubleshooting including Consultant Relations Investment teams Operations Performance Reporting etc.

Requirements:

Undergraduate degree in finance business or related major preferred
02 years of experience preferably at an asset management firm
Excellent time-management planning and organizational skills; ability to manage multiple deadlines
Strong written and verbal communication skills ability to work effectively with senior sales professionals portfolio managers and subject matter experts.
High level of accuracy attention to detail and commitment to data quality
Proficient in Microsoft Excel Word and PowerPoint; familiarity with collaboration tools and workflow trackers a plus
Experience populating consultant databases and/or working with platforms such as eVestment Analytics a plus
Familiarity with AI productivity tools and comfort using them to draft summarize validate and organize content

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Compensation Details

The salary range for this role is $65000-$80000. 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 retirement 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 .

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Required Experience:

Responsibilities:

Apply strong data management skills to aggregate investment strategy data (performance characteristics AUM personnel) while ensuring quality-control standards are met
Complete consultant-driven questionnaires and requests regarding investment products on a monthly or quarterly basis
Review Neuberger Berman product profiles in consultant databases for accuracy and ensure that product narratives (e.g. investment summary investment philosophy) are up to date and consistent with approved language
Contribute to process improvements that enhance efficiency by identifying bottlenecks proposing incremental enhancements and assisting with implementation; leverage approved AI tools to automate repetitive and manual tasks
Develop a working understanding of the firms products and investment processes to facilitate accurate and relevant distribution of information
Collaborate with various internal teams on projects and troubleshooting including Consultant Relations Investment teams Operations Performance Reporting etc.

Requirements:

Undergraduate degree in finance business or related major preferred
02 years of experience preferably at an asset management firm
Excellent time-management planning and organizational skills; ability to manage multiple deadlines
Strong written and verbal communication skills ability to work effectively with senior sales professionals portfolio managers and subject matter experts.
High level of accuracy attention to detail and commitment to data quality
Proficient in Microsoft Excel Word and PowerPoint; familiarity with collaboration tools and workflow trackers a plus
Experience populating consultant databases and/or working with platforms such as eVestment Analytics a plus
Familiarity with AI productivity tools and comfort using them to draft summarize validate and organize content

#LI-MB1

#LI-Hybrid

Compensation Details