Client Analyst - San Francisco
Neuberger Berman(20 days ago)
About this role
The Senior Analyst will support the Managing Director and Vice President (Client Advisors) in covering institutional investors across the western United States, with a primary focus on helping grow the business in that territory. The role involves working closely with internal teams and stakeholders to enable client outreach, research, and deal execution. It serves as a central project-management and coordination role within the client-facing team.
Required Skills
- Project Management
- Client Research
- Salesforce
- PowerPoint
- Excel
- Communication
- Analytical Thinking
- Due Diligence
- RFP Management
+2 more
Qualifications
- Series 7
- Series 66
- Series 31
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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