Client Analyst - New York
Neuberger Berman is a private, independent investment manager founded in 1939, managing $558 billion in client assets. The Institutional Business Development Analyst will support senior Client Advisors with business development, client servicing, and internal administrative tasks, providing valuable insights into the Institutional Client Group's operations.ResponsibilitiesPartner with the team 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 requestsAssist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interestsSupport the team with client and prospect contact management, including CRM maintenanceAssist with new business pipeline updates and other internal reporting updatesSupport the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are metParticipate in team projects to enhance internal client service procedures in accordance with industry best practicesSkills1 to 3 years industry experience; asset management internship experience strongly preferredStrong achievement in undergraduate degree in finance, economics or a related disciplineHighly motivated, team-player with a desire to work on a wide range of projectsExhibits a high degree of integrity and interest in financial markets and investment strategyAbility to work well with different individuals and contacts of all levels of the business in a high-pressure environmentDetail-oriented with strong organizational and follow-up skillsStrong analytical, problem-solving, and project management skillsExcellent presentation, business writing and oral communication skillsProficient in Microsoft Word, Excel and PowerPointProgress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA)BenefitsPaid time offMedical/dental/vision insuranceRetirementLife insuranceOther benefitsCompany OverviewNeuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.
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