Institutional Business Development Analyst jobs in United States
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Neuberger Berman · 17 hours ago

Institutional Business Development Analyst

Neuberger Berman is a private, independent investment manager with a significant global presence. The Institutional Business Development Analyst will support senior Client Advisors in business development and client servicing tasks, while gaining insights into the Institutional Client Group's operations.

BankingBusiness DevelopmentFinanceFinancial Services
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Culture & Values
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Responsibilities

Partner 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 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

Qualification

Asset management experienceFinancial analysisProject managementMicrosoft WordMicrosoft ExcelMicrosoft PowerPointAnalytical skillsTeam playerDetail-orientedCommunication skills

Required

1 to 2 years industry experience
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

Preferred

asset management internship experience strongly preferred
Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA)

Benefits

Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits

Company

Neuberger Berman

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Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.

Funding

Current Stage
Public Company
Total Funding
$18.5M
2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO

Leadership Team

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George Walker
Chairman and CEO
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Brian Hahn
Managing Director, Senior Wealth Advisor
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Company data provided by crunchbase