Client Analyst: Toronto

Neuberger Berman•Toronto, ON

3d•Hybrid

About The Position

The Business Development Analyst will work closely with multiple senior Client Advisors ("CAs") across Institutional and Intermediary channels. In this role, the Analyst will partner with Associates and CAs to support day-to-day business development activities, client servicing needs, and internal administrative projects. This position offers the individual broad exposure to both the Institutional and Intermediary businesses.

Requirements

1 to 2 years industry experience; asset management internship experience preferred
Strong achievement in undergraduate degree in finance, economics or a related discipline
Highly motivated, team-player with a desire to work on a wide range of projects
Exhibits a 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 and PowerPoint
Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Nice To Haves

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

Responsibilities

Partner with an Associate on day-to-day new business development and client servicing tasks to ensure 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 products and firm information and assisting with the generation of new materials specific to client / prospect interests
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.