Client Analyst San Francisco

Neuberger Berman:

Founded in 1939 Neuberger Berman is a private independent employee-owned investment manager. From offices in 39 cities worldwide the firm manages $558 billion in client assets (as of September 2025) across a range of strategiesincluding equity fixed income quantitative and multi-asset class private equity and hedge fundson behalf of institutions advisors and individual investors globally.

Summary

The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / CAs) to cover institutional investors in the western half of the United States. The Analysts primary objective is to help grow the business in the territory.

Ideal Experience:

Candidate will have 1-3 years of relevant experience. Experience in or exposure to the financial markets would be viewed as a plus whether in investment banking asset management or investment/management executive assistant possessing the competencies below who is looking for more direct investment and client experience could also be a great fit.

Responsibilities

The Senior Analyst will play a critical role as the project manager within the team. This role requires a high degree of organization and ability to collaborate across the different working groups within the firm (e.g. investments marketing legal & operations among others). This person will partner with the team in every aspect of the business development process from the initial research all the way through to the final closing of business. Responsibilities can be grouped into three main categories:

1. Clients: Deep knowledge of territory:

• Understand analyze and synthesize qualitative and quantitative information about institutional investors: e.g. public records research ongoing monitoring of industry publications review databases & analysis of past Salesforce activity
• Draft thoughtful Prep Notes that leverages available information and help the team maximize the impact of meetings and Conferences.
• Identify business leads: Leverage all available data sources to ensure we are engaging with the right people at the right time with the right content
• Identify target contacts: Utilize LinkedIn Sales Navigator and other tools especially in the family office channel
• Update Salesforce and other tools that help us keep track of the territory
• Find creative ways to utilize AI to maximize efficiency and efficacy of responsibilities listed above

2. Investments: Deep understanding of Neuberger Bermans investment capabilities:

• Maintain database of written and verbal talking points for all focus investment strategies
• Be familiar with the various external contents that investment teams produces for institutional clients
• Liaise and establish strong relationships with internal investment teams.
• Show natural curiosity for the investment expertise of the firm and proactively seek out ideas for campaigns / roadshows which we might host within the territory

3. Connecting the dots: Help Client Advisors to better prospect and look for solutions that helps allocators in the territory

• Ability to keep track of the various action items ongoing project streams and deadlines within the territory to ensure requests are moving forward and completed timely.
• Ownership of the items below are concrete ways which the Senior Analyst will impact the teams ability to serve allocators in the territory:

Due Diligence: Heavy involvement with the MD/VP and adjacent NB teams while investors are conducting due diligence on NB Strategies. This includes help with agendas custom decks scheduling researching/composing answers to client questions and everything that needs to be done through the process

RFPs: Take a leadership role in working with the RFP team through the process and help tailor responses to client fit where necessary. This involves sourcing the opportunity from the news reading through RFP documents coordinating with various functional teams internally reviewing draft documents and finalizing submission packets

Follow-ups: own the process of preparing meeting materials and drafting follow-ups

Campaign management & contact planning: Help propose ideas for proactive outreach and maintain detailed logs of outreach in Salesforce

Critical Competencies for Success

• Strong academic record & growth mindset
• High energy service mindset excited to roll up sleeves to get things done
• Meticulous organization skills with an emphasis on very strong attention to detail
• Reliability and ability in keep track of a wide range of projects
• Sense for proactivity and initiative a proclivity to seek out new ways to add value to the team
• Excellent written and oral communication skills
• Strong analytical and problem solving coordination skills
• Technical and aesthetic understanding of PowerPoint Excel and Office
• Team player with ability to work independently with different individuals
• Contacts of all levels of the business from a small regional office
• Desire to take ownership of projects and see them through to completion
• Desire to increase efficiency by utilizing AI and other tools
• Ability to prioritize time efficiently and handle heavy workloads while remaining attentive to detail
• Series 7 66 and 31 licenses preferred or ability to obtain within 6 months of employment

Not Sponsoring:

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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Compensation Details

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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