Neuberger Berman Client Analyst in New York, New York
The Institutional Business Development Analyst will work closely with up to three 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.
Partner with Associates on day- to- day new business development and client servicing tasks to ensure Associate and 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 product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc.
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.
Strong achievement in undergraduate degree in finance, economics or related disciplines
Highly motivated, team-player with a desire to work on a wide range of projects
Exhibits 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, PowerPoint
1 – 3 years asset management experience required
Series 7, 66 and 31 licenses preferred (required within first year of employment)
Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)
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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $437 billion in client assets (as of September 30, 2021) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 600-plus investment professionals and more than 2,400 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last five consecutive years (firms with 1,000+ employees).
EQUITY, INCLUSION & DIVERSITY
Neuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity (“EID”) — they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.
Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.
Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work.
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