Client Analyst - U.S. Offshore
Neuberger Berman(24 days ago)
About this role
The U.S. Offshore Analyst is a member of the North American Intermediary sales team supporting the U.S. Offshore platform and reporting to the Head of Bank and U.S. Offshore. The role is focused on driving growth by improving sales effectiveness, data quality, processes, and reporting across the U.S. Offshore intermediary market. The analyst supports the intermediary sales function and broader business operations for U.S.-based financial advisors focused on non-U.S. clients.
Required Skills
- Salesforce
- Excel
- PowerPoint
- Data Analysis
- Reporting
- AI
- Client Outreach
- Onboarding
- Operations Coordination
- Communication
+2 more
Qualifications
- Bachelor's Degree
- Series 7
- Series 63
- Series 65
- Series 31
- Series 66
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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