Neuberger Berman Group LLC
Institutional Client Group - Client Analyst
Neuberger Berman Group LLC, New York, New York, us, 10261
Neuberger Berman
is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
Summary:
The Institutional Business Development Analyst will work closely with two 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 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 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 disciplinesHighly motivated, team-player with a desire to work on a wide range of projectsExhibits 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, PowerPoint1 - 2 years asset management experience requiredSeries 7, 66 and 31 licenses preferred (required within first year of employment)Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)
Compensation Details
The salary range for this role is $80,000-$100,000. 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.
is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
Summary:
The Institutional Business Development Analyst will work closely with two 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 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 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 disciplinesHighly motivated, team-player with a desire to work on a wide range of projectsExhibits 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, PowerPoint1 - 2 years asset management experience requiredSeries 7, 66 and 31 licenses preferred (required within first year of employment)Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)
Compensation Details
The salary range for this role is $80,000-$100,000. 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.