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Client Analyst at Neuberger Berman - ApplyBlast

Client Analyst

Neuberger Berman

3 months ago

4.0 on Glassdoor

New York, NY

Hybrid

Full Time

Junior

0 applicants

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About this role

The Client Analyst supports senior Relationship Managers and Associates in servicing institutional clients within Neuberger Berman's Alpha Global Group. Responsibilities include coordinating client requests, preparing presentations, maintaining CRM data, and assisting with RFP processes while gaining insights into the firm's investment business.

Responsibilities

Partner with Associates on daily client servicing tasks
Assist in creating client presentations by gathering product information
Support team with consultant contact management and CRM maintenance
Assist with new business pipeline through internal reporting updates
Support RMs in coordinating and producing RFPs

Skills

Qualifications

BS in Finance or EconomicsSeries 7Series 66Series 31Series SIE

About Neuberger Berman

nb.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

1939

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Neuberger 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.