Client Analyst - NA Intermediary

Neuberger Berman•New York, NY

12h•$75,000 - $90,000•Hybrid

About The Position

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 Berman's 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 Berman's 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

Requirements

1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
Bachelor's 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
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 3–6 months of hire date
Applicants must be authorized to work in the United States without the need for current or future sponsorship

Nice To Haves

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

Responsibilities

Provide operational, analytical, and administrative support to the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team
Leverage the full breadth of Neuberger Berman's internal data and technology infrastructure to generate actionable insights across the intermediary business
Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics
Support data integrity across sources
Serve as a primary owner of regular business reporting cadences
Prepare board-level and executive reporting materials
Support ad hoc reporting requests from senior leadership
Act as one of the day-to-day coordination points across teams
Identify and eliminate manual or redundant workflows by leveraging AI tools, automation, and Neuberger Berman's internal technology stack
Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform
Play an integral role in creating deliverables for internal and external clients
Create customized presentations on the state of the business
Translate data and analytics outputs into compelling, audience-appropriate narratives