Neuberger Berman is an investment management firm, and they are seeking a Client Analyst to provide operational, analytical, and client servicing support to the National Accounts team. The role involves supporting key client relationships, streamlining data management, and enhancing CRM processes to deliver superior client experiences.
Responsibilities
- Partner closely with senior Relationship Managers to support coverage across key client channels, including Independent Broker Dealers and Wirehouses
- Assist with day-to-day client interactions: providing materials and fact sheets, ensuring timely follow-up on action items, and coordinating meetings with internal teams
- Develop strong relationships with internal groups (Legal, Compliance, Operations, Client Service, Reporting, Marketing, RFP, and Portfolio Management) to process and resolve client requests, manage deadlines, and deliver a superior client experience
- Run client and prospect lists, schedule and coordinate meetings, and support targeted outreach campaigns using Salesforce and other data sources
- Analyze competitive landscape and portfolio characteristics across strategies using investment research tools for product onboarding, research advocacy, and discretionary model placement
- Support AUM and flow reporting, ensuring trades and flows are correctly tagged and captured across channels
- Streamline client database (Salesforce) management to enable proper team coverage, prospect identification, and accurate firm information storage
- Maintain core business data files, channel coding, and sales collateral in coordination with internal stakeholders
- Leverage AI tools and automation to enhance CRM hygiene, data workflows, and reporting processes - reducing manual effort and improving turnaround times
- Act as a day-to-day coordination point across teams, helping drive internal process improvement and data insights to support business growth
- Play an integral role in creating client deliverables pre- and post-engagement, handling ad hoc requests, and maintaining quality control
- Create customized presentations on the state of the business for senior management, key internal stakeholders, and clients
- Maintain and organize sales collateral, product menus, and related materials across channels
Skills
- 1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
- Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
- Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
- Demonstrated familiarity with AI tools (e.g., ChatGPT, Microsoft Copilot, or similar) and a proactive mindset toward using AI to automate workflows, surface insights, and create efficiencies across sales and operations functions
- Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
- Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates
- Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement
- Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders
- Ability to work independently and manage/prioritize multiple projects across numerous internal groups
- Proactive, resourceful, highly motivated, and eager to learn; team player who is coachable and curious
- Comfortable in a fast-paced, high-intensity environment with evolving priorities
- Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date
Benefits
- Paid time off
- Medical/dental/vision insurance
- Retirement
- Life insurance
- Other benefits
Company Overview
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.