Neuberger Berman
Consultant Database Associate
Neuberger Berman, New York, New York, us, 10261
Summary:
The Consultant Database Team is a centralized center of excellence within the Marketing Group, responsible for support of the firm’s marketing and sales efforts through the distribution of content on the firm’s strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to service client’s needs for data and information on the firm’s products.
We are seeking a successful candidate to work within the Consultant Database Team on content relating to equity, fixed income and multi-asset class strategies. The successful candidates should have strong desire to foster key relationships, deliver high quality content and improve processes.
Responsibilities:
Serve as primary data contact for Relationship Managers on key Consultant relationships
Aggregate investment strategy performance and analytics data utilizing strong data management skills
Complete consultant driven questionnaires / requests regarding investment products on a monthly or quarterly basis
Review product profiles for accuracy and that product narratives such as investment summary, investment philosophy, etc. are up to date
Research, initiate and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the Consultant Database team
Ensure detailed understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information
Complete various value added projects for Sales and Investment teams including competitor and peer ranking analysis, search activity trends and other general analysis
Collaborate with various internal teams on internal projects
Requirements:
Undergraduate degree in finance, business, or related major preferred
3-5 years of experience, preferably, at an asset management firm
Excellent time-management, planning and organizational skills
Excellent communication skills, both written and verbal; ability to communicate effectively with senior sales professionals, portfolio managers and subject matter experts.
High level of accuracy and attention to detail
Proficient in Microsoft Word, PowerPoint and Excel
Experience with the population of consultant databases and/or eVestment Analytics preferred
Compensation Details
The salary range for this role is $75,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
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 (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) 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 750-plus investment professionals and more than 2,800 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 eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin
The Consultant Database Team is a centralized center of excellence within the Marketing Group, responsible for support of the firm’s marketing and sales efforts through the distribution of content on the firm’s strategies and data via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and business support functions to service client’s needs for data and information on the firm’s products.
We are seeking a successful candidate to work within the Consultant Database Team on content relating to equity, fixed income and multi-asset class strategies. The successful candidates should have strong desire to foster key relationships, deliver high quality content and improve processes.
Responsibilities:
Serve as primary data contact for Relationship Managers on key Consultant relationships
Aggregate investment strategy performance and analytics data utilizing strong data management skills
Complete consultant driven questionnaires / requests regarding investment products on a monthly or quarterly basis
Review product profiles for accuracy and that product narratives such as investment summary, investment philosophy, etc. are up to date
Research, initiate and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the Consultant Database team
Ensure detailed understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information
Complete various value added projects for Sales and Investment teams including competitor and peer ranking analysis, search activity trends and other general analysis
Collaborate with various internal teams on internal projects
Requirements:
Undergraduate degree in finance, business, or related major preferred
3-5 years of experience, preferably, at an asset management firm
Excellent time-management, planning and organizational skills
Excellent communication skills, both written and verbal; ability to communicate effectively with senior sales professionals, portfolio managers and subject matter experts.
High level of accuracy and attention to detail
Proficient in Microsoft Word, PowerPoint and Excel
Experience with the population of consultant databases and/or eVestment Analytics preferred
Compensation Details
The salary range for this role is $75,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
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 (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) 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 750-plus investment professionals and more than 2,800 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 eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin