Client Analyst

Neuberger Berman•New York, NY

15h•$80,000 - $100,000•Hybrid

About The Position

The Client Analyst will partner with senior Relationship Managers (RM), Associates, and other Analysts to support the client team in achieving their day-to-day goals of servicing institutional clients as well as managing internal administrative tasks and projects. This position will provide the individual with valuable insights into the Neuberger Berman Institutional Client Group business.

Requirements

1 to 2 years of professional experience; asset management experience preferred
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
Series SIE, 7, 66 and 31 licenses required within first year of employment

Nice To Haves

Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)

Responsibilities

Partner with Associates on day- to- day servicing tasks to ensure RMs goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional clients’ requests.
Assist in creating 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 consultant contact management, including CRM maintenance.
Assist with new business pipeline through consultants’ 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 service procedures in accordance with industry best practices.