Consultant Relations Analyst

Neuberger Berman is a private, independent investment manager founded in 1939, managing $567 billion in client assets globally. The Consultant Relations Analyst will support the Consultant Relations team by partnering with senior Relationship Managers and assisting in various administrative tasks, presentations, and the coordination of RFPs.

Responsibilities

• Partner with Associates on day- to- day servicing tasks to ensure RMs goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional consultants’ requests
• Assist in creating 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 consultant contact management, including CRM maintenance
• Assist with new business pipeline through consultants’ 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 service procedures in accordance with industry best practices

Skills

• 1 to 2 years of professional experience; asset management experience preferred
• Strong achievement in undergraduate degree in finance, economics or related disciplines
• Highly motivated, team-player with a desire to work on a wide range of projects
• Exhibits 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, PowerPoint
• Series SIE, 7, 66 and 31 licenses required within first year of employment
• Asset management experience preferred
• Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)

Benefits

• Discretionary bonus
• Base salary and retirement contributions
• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits to eligible employees

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