Nb
Client Analyst
New York, NY
Work authorization required$80k-$100kDetected 21 days ago
AccessibilityProject ManagementCRMExcelCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA
About the role
- This position will provide the individual with valuable insights into the Neuberger Berman Institutional Client Group business.
- This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
- We may ultimately pay more or less than the posted range, and the range may be modified in the future.
Responsibilities
- Support the team with consultant contact management, including CRM maintenance.
- 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.
- Partner with Associates on day- to- day servicing tasks to ensure RMs goals are met.
Requirements
- Strong achievement in undergraduate degree in finance, economics or related disciplines
- 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
- Series SIE, 7, 66 and 31 licenses required within first year of employment
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
- Highly motivated, team-player with a desire to work on a wide range of projects
- 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
- Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)
- #LI-Hybrid
Nice to have
- 1 to 2 years of professional experience
- asset management experience preferred
Compensation
- The salary range for this role is $80,000-$100,000.
- This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
- We may ultimately pay more or less than the posted range, and the range may be modified in the future.
- This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
- The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Benefits
- Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional clients' requests.
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Company info
- Founded in 1939, Neuberger is a private, independent, employee-owned investment manager.
Equal opportunity
- Neuberger is an equal opportunity employer.
- equal opportunity employer.
Visa & Work Authorization
- Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
This listing is sourced directly from Nb's careers page and normalized into a canonical job model.