Neuberger Berman is a firm that supports marketing and sales efforts through the distribution of content and data on investment strategies via consultant databases. They are seeking an analyst to manage investment strategy data and collaborate with various internal teams to ensure accurate and timely product information.
Responsibilities
- Apply strong data management skills to aggregate investment strategy data (performance, characteristics, AUM, personnel) while ensuring quality-control standards are met
- Complete consultant-driven questionnaires and requests regarding investment products on a monthly or quarterly basis
- Review Neuberger Berman product profiles in consultant databases for accuracy, and ensure that product narratives (e.g., investment summary, investment philosophy) are up to date and consistent with approved language
- Contribute to process improvements that enhance efficiency by identifying bottlenecks, proposing incremental enhancements, and assisting with implementation; leverage approved AI tools to automate repetitive and manual tasks
- Develop a working understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information
- Collaborate with various internal teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance, Reporting, etc
Skills
- Undergraduate degree in finance, business, or related major
- 0–2+ years of experience, preferably at an asset management firm
- Excellent time-management, planning and organizational skills; ability to manage multiple deadlines
- Strong written and verbal communication skills, ability to work effectively with senior sales professionals, portfolio managers and subject matter experts
- High level of accuracy, attention to detail, and commitment to data quality
- Proficient in Microsoft Excel, Word and PowerPoint
- Familiarity with collaboration tools and workflow trackers
- Experience populating consultant databases and/or working with platforms such as eVestment Analytics
- Familiarity with AI productivity tools and comfort using them to draft, summarize, validate, and organize content
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.