Nb

Nb

Client Analyst: Toronto

Toronto · Internship

Work authorization required$65k-$85kDetected 30 days ago
AccessibilityProject ManagementCRMBusiness DevelopmentExcelCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA

About the role

  • Summary: The Business Development Analyst will work closely with multiple senior Client Advisors ("CAs") across Institutional and Intermediary channels.
  • This position offers the individual broad exposure to both the Institutional and Intermediary businesses.
  • This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.

Responsibilities

  • Support the team with client and prospect 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.
  • In this role, the Analyst will partner with Associates and CAs to support day-to-day business development activities, client servicing needs, and internal administrative projects.
  • Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met.

Requirements

  • Strong achievement in undergraduate degree in finance, economics or a related discipline
  • Exhibits a 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
  • 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 and PowerPoint
  • Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA)
  • #LI-Hybrid
  • Compensation Details

Nice to have

  • 1 to 2 years industry experience
  • asset management internship experience preferred

Compensation

  • The salary range for this role is $65,000-$85,000.
  • 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 client 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 Berman 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.

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