Neuberger Berman Analyst - Institutional Business Development, Consultant Relations Team in Chicago, Illinois
The Analyst will work closely with senior Relationship Managers (RMs) within the Institutional Client Group’s Consultant Relations Team. The Analyst will partner with Associates and Relationship Managers (“RM”) 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.
Partner with Associates and RMs on day-to-day new business development and client servicing tasks to ensure team goals are met. Tasks include but are not limited to meeting preparation, organization of team coverage lists, coordination of consultant outreach efforts, and the timely completion of both ad-hoc consultant requests and regular reporting deliverables.
Assist in creating consultant presentations by gathering various product and firm information and assisting with the generation of new materials specific to consultant interests, etc.
Support the team with investment consultant contact management, including CRM maintenance.
Assist with broader team initiatives, new business outreach updates and other internal reporting updates.
Liaise and establish strong relationships with internal teams (marketing, performance, analytics, billing, operations, legal & compliance) to ensure consultant requests and reporting needs are met.
Support 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.
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 written and oral communication skills
Proficient in Microsoft Word, Excel, PowerPoint
1 – 3 years asset management experience required
Series 7, 66 and 31 licenses preferred (required within first year of employment)
Progress towards a CFA designation a plus
Neuberger Berman is an equal opportunity/affirmative action employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, protected veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact firstname.lastname@example.org .
Founded in 1939, Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 31 cities worldwide, the firm manages a range of strategies— including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds— on behalf of institutions, advisors and individual investors globally. With more than 500 investment professionals and more than 1,900 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. Our culture has afforded us enviable retention rates among our senior investment staff; it has earned us a citation as the second-ranked firm (among those with 1,000 or more employees) in the Pensions & Investments 2017 Best Places to Work in Money Management survey, after we had finished in the top three from 2013–16.