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Neuberger Berman Institutional Client Analyst in New York, New York

Job Description

Summary:

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.

Responsibilities:

  • 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.

Qualifications:

  • 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)

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice at http://www.nb.com/employeeprivacynotice .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $374 billion in client assets (as of September 30, 2020) 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 2,300 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).

DIVERSITY, EQUITY & INCLUSION

At Neuberger Berman, we are dedicated to cultivating a diverse, inclusive and equitable environment, where our people can be their authentic selves and realize their professional and personal goals. Our approach is based on three primary tenets: empowering, connecting and caring.

Empowering : Our people have a voice and can bring their unique perspectives to both the business table and our walls. Notably, our Advocacy Walk—located on our executive floor—is a curation of pieces from our art collection that highlights important societal issues, and reinforces that we are a firm that encourages feedback and inspires our colleagues to take risks.

Connecting : Our people are united in the way we collaborate and lead. With support from the firm, many of our engagement initiatives, create a greater sense of fellowship amongst our colleagues and stronger connections. This includes our Employee Resources Groups—Women’s Forum, Veterans Group, NB Pride Network, NextGen Network, and the NB Black Experience—and cultural celebrations for Diwali, Chinese New Year and Hispanic Heritage Month, among others in which we celebrate the diversity of our people.

Caring : Our people serve their communities. Our NB Impacts program allows employees to leverage the firm’s broad resources to support their causes globally through charity and volunteer efforts that matter to them. From providing financial support (including the Neuberger Berman Foundation and corporate grants) to using our skills, time and effort (volunteerism and nonprofit board service), we believe strongly in extending our culture of service from clients to our community.

Neuberger Berman is passionate about supporting this environment by creating a workplace that provides balance and support for our employees—both professionally and personally. Our Employee Investment Solutions and best-in-class retirement program focus on financial health and wellness. In-house yoga, meditation and Peloton bikes, along with nutrition counseling and healthy cooking demos, are among our many body and mind wellness opportunities. Finally, our benefits are on the leading edge of policies around domestic partner benefits and family-oriented programs, including primary and non-primary care leave, adoption benefits, back-up childcare, and our NeuParents support and networking group.

Our people and our culture are our greatest assets, and we remain committed to making Neuberger Berman a best-in-class place to work.

For important disclosures: http://www.nb.com/linkedin

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