Summary:

As a member of the North American Intermediary sales team, the primary responsibility of the Analyst is to support senior Private Bank, Sub Advised and Retirement Relationship Managers and Business Development professionals to build and maintain the team’s growing business.

Responsibilities:

• Support Relationship Managers and Business Development professionals in all aspects of building and maintaining client partnerships with Private Banks, Sub Advised and Retirement Platforms.

• Develop strong relationships with groups within NB to articulate, process and resolve client requests and manage deadlines. Ensure a superior client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams.

• Prepare pre- and post-meeting materials, agendas and other materials for internal participants based on client relationship and meeting objectives.

• Participate in due diligence calls with clients, assist with call notes and follow up items in a timely manner.

• Play an integral role in creating client deliverables, engaging with colleagues for periodic / ad hoc requests and maintaining quality control oversight

• Assist with client database (SalesForce.com) management and identification of new prospects.

• Support Relationship Managers with conference and sponsorship planning.

• Analyze competitive landscape and portfolio characteristics across strategies for product onboarding, research advocacy, and discretionary model placement.

• Create customized presentations on the state of our business for senior management and key internal stakeholders.

Qualifications:

• 1-3 years asset management sales or marketing experience (intermediary or institutional experience preferred).

• Detail-oriented with strong organizational and follow up skills.

• Ability to work independently and manage/prioritize multiple projects, coordinating with numerous internal groups.

• Superior interpersonal, written and verbal communication skills.

• Proficient in Excel, PowerPoint and Morningstar.

• Team player and highly motivated.

• Strong interest in investments, investment products, asset allocation and capital markets.

• Enjoys a fast paced, high intensity environment.

• Series 7, 63 and 65 or Series 7 and 66 licenses required within 90 days of employment.

• Progress toward CFA or CAIA is a plus, but not required.

Compensation Details

The salary range for this role is $65,000-$80,000. 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 range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

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.

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across 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.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 700-plus investment professionals and more than 2,700 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

For important disclosures: http://www.nb.com/linkedin