Client Analyst NA Intermediary

As a member of the North American (NA) Intermediary team the primary responsibility of the NA Intermediary Analyst is to provide operational analytical and administrative support to the Head of the Intermediary Business ETF Strategist and Alternative Specialist team.

Data Analysis & Business Intelligence

• Leverage the full breadth of Neuberger Bermans internal data and technology infrastructure - including Salesforce Tableau internal reporting platforms and data warehouses - to generate actionable insights across the intermediary business

• Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics for the Head of Intermediary Business and senior leadership

• Support data integrity across sources - ensuring consistency accuracy and alignment between systems (Salesforce internal reporting tools and channel data feeds)

Business & Board Reporting

• Serve as a primary owner of regular business reporting cadences - including weekly monthly and quarterly updates for the Head of Intermediary Business senior management and key internal stakeholders

• Prepare board-level and executive reporting materials synthesizing complex data into clear concise narratives with relevant supporting analytics

• Support ad hoc reporting requests from senior leadership with speed and accuracy drawing on available internal tools and data sources

Operations & Process Improvement

• Act as one of the day-to-day coordination points across teams helping drive internal process improvement and data insights to support business growth

• Identify and eliminate manual or redundant workflows by leveraging AI tools automation and Neuberger Bermans internal technology stack

• Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform

Content & Presentations

• Play an integral role in creating deliverables for internal and external clients handling ad hoc requests and maintaining quality control

• Create customized presentations on the state of the business for senior management board-level stakeholders key internal teams and clients

• Translate data and analytics outputs into compelling audience-appropriate narratives - whether for a client-facing deck an internal business review or an executive briefing

Qualifications

• 1 - 3 years of experience in asset management wealth management intermediary distribution or a related financial services role (e.g. business management sales support)

• Bachelors degree required preferably in Finance Economics Business or a related field

• Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information

• Demonstrated ability to build AI-assisted workflows surface insights and create efficiencies across sales and operations functions

• Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy

• Experience or strong interest in using AI for tasks such as meeting prep automation CRM data enrichment competitive analysis summaries presentation drafting or client communication templates

• Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement

• Superior interpersonal written and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders

• Ability to work independently and manage/prioritize multiple projects across numerous internal groups

• Proactive resourceful highly motivated and eager to learn; team player who is coachable and curious

• Comfortable in a fast-paced high-intensity environment with evolving priorities

• Series 7 63/65 (or 66) required or to be obtained within 36 months of hire date

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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.

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.

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