Neuberger Berman · 9 hours ago
Client Analyst - U.S. Offshore
New York, NY
Full-time
Hybrid
Entry Level
$80K/yr - $95K/yr
1+ years expNeuberger Berman is an investment management firm seeking a U.S. Offshore Analyst to support their North American Intermediary sales team. The role involves enhancing sales effectiveness, managing client interactions, and improving data and reporting processes across the U.S. Offshore platform.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
U.S. Citizen Only
Responsibilities
Partner closely with three external wholesalers to support coverage of Financial Advisors in the U.S. Offshore market
Run client and prospect lists, schedule and coordinate meetings and support targeted outreach campaigns using Salesforce and other data sources
Help manage day‑to‑day client interactions: follow‑up calls and emails, providing fact sheets and materials, responding to product inquiries and coordinating calls or meetings with investment teams
Stay informed on key products, markets and competitor offerings (via Morningstar and internal resources) to support effective positioning and sales conversations
Assist with operational aspects of the platform, including distribution agreement onboarding, fund/share class availability, and platform setup
Support AUM and flow reporting for the US Offshore business, ensuring trades and flows are correctly tagged and captured
Contribute to fee‑related processes (trailers, rebates, breakpoints) and trading‑related support (availability confirmations, client‑specific questions, position/trading files)
Maintain core business files and data (UCITS yields, fees, symbols, channel coding) in coordination with internal stakeholders
Maintain and organize sales collateral and product menus, including UCITS factsheets (English and Spanish) and related materials
Act as a day‑to‑day coordination point across sales, operations, product, marketing, and compliance, helping to identify and implement process improvements
Qualification
Required
Bachelor's degree or equivalent experience, preferably in finance, economics, business or a related field
1–3 years of experience in asset management, wealth management, intermediary distribution or a related financial services role (e.g. business management, sales support)
Strong proficiency with Excel, PowerPoint and comfort working with data, reporting and AI
Exceptional attention to detail and organizational skills, with the ability to manage multiple tasks and deadlines
Strong written and verbal communication skills; able to synthesize information and communicate clearly with both internal stakeholders, external-facing team members and clients
Proactive, resourceful and comfortable working in a fast‑paced environment with evolving priorities
Series 7, 63, 65, and 31 or 7, 66, and 31 licenses required, or obtained within 3-6 months of hire date, depending on licenses needed
Preferred
Familiarity with UCITS funds, private markets and intermediary/wealth management platforms is a plus
Spanish speaker preferred but not required
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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