The Consultant Relations Analyst will partner with senior Relationship Managers (RM), Associates, and other Analysts to support the Consultant Relations team in achieving their day-to-day goals of servicing institutional consultants, as well as managing internal administrative tasks and projects. This position will provide the individual with valuable insights into the Neuberger Berman Institutional Client Group business.
Responsibilities:- Partner with Associates on day- to- day servicing tasks to ensure RMs goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional consultants' requests.
- Assist in creating presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests, etc.
- Support the team with consultant contact management, including CRM maintenance.
- Assist with new business pipeline through consultants' updates and other internal reporting updates.
- Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
- Participate in team projects to enhance internal service procedures in accordance with industry best practices.
Qualifications:- 1 to 2 years of professional experience; asset management experience preferred
- Strong achievement in undergraduate degree in finance, economics or related disciplines
- Highly motivated, team-player with a desire to work on a wide range of projects
- Exhibits high degree of integrity and interest in financial markets and investment strategy
- Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
- Detail-oriented with strong organizational and follow up skills
- Strong analytical, problem solving and project management skills
- Excellent presentation, business writing and oral communication skills
- Proficient in Microsoft Word, Excel, PowerPoint
- Series SIE, 7, 66 and 31 licenses required within first year of employment
- Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $80,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
