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Consultant Relations Analyst at Neuberger Berman - ApplyBlast

Consultant Relations Analyst

Neuberger Berman

4 months ago

4.0 on Glassdoor

New York

Hybrid

Full Time

Junior

0 applicants

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About this role

The Consultant Relations Analyst partners with senior Relationship Managers and Associates to support the Consultant Relations team in servicing institutional consultants and managing administrative tasks. Responsibilities include coordinating team coverage, assisting with presentations, maintaining CRM data, supporting new business pipelines, and managing RFP deadlines. This role provides valuable insights into the Neuberger Berman Institutional Client Group business while working on diverse service projects.

Responsibilities

Partner with associates on servicing tasks to ensure RM goals are met
Assist in creating client-facing presentations by gathering product information
Support contact management and CRM maintenance activities
Assist with new business pipeline through consultant updates
Coordinate production of RFPs and ensure deadline requirements are met

Skills

Qualifications

BS in FinanceBS in EconomicsSeries 66 LicenseSeries 7 LicenseSeries 31 License

About Neuberger Berman

nb.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

1939

View Profile

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.