Apply on Employer Site

Neuberger Berman · 1 day ago

Client Analyst

New York, NY

Full-time

Onsite

Entry Level

$65K/yr - $85K/yr

1+ years exp

Neuberger Berman is a leading investment management firm, and they are seeking a Client Analyst to support their Retirement business. The role involves assisting Business Development professionals and Relationship Managers in maintaining client partnerships and improving internal processes to enhance sales and client experiences.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

U.S. Citizen Only

Responsibilities

Support Business Development professionals and Relationship Managers in all aspects of building and maintaining client partnerships with Retirement Clients including: All types of retirement focused advisors but also Recordkeeping Platforms, Trust Companies, TPAs, and other home offices

Develop strong relationships with internal firm groups to articulate, process and resolve client requests and manage deadlines. Ensure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams

Drive internal process improvement and data insights to help grow sales

Play an integral role in creating client deliverables pre and post engagement, handling ad hoc requests and maintaining quality control oversight

Assist with client database (Salesforce) management and identification of new prospects for both intermediary and institutional contacts

Assist with initial outreach and research of institutional DC companies to support Business Development professionals

Analyze competitive landscape and portfolio characteristics across strategies using various investment research tools (e.g. Morningstar), for product onboarding, research advocacy, and discretionary model placement

Create customized presentations on the state of our business for senior management and key internal stakeholders

Qualification

Asset management experienceSalesforce proficiencyInvestment research toolsMicrosoft Office SuiteInterpersonal communicationEager to learnAI toolsInterest in investmentsDetail-orientedOrganizational skillsTeam playerWork independently