Position Overview _ _

We are seeking a Client Analyst to provide support to the Consultant Relations team. This is an excellent opportunity to provide a wide range of support as the team continues to build the business with a focus on UK/EMEA investment consulting firms.

The role provides on-going support to senior relationship managers in the field, to further relationship management capacity and meet consultants’ specific needs

Neuberger Berman’s UK & Ireland Client Coverage team manages relationships with a wide range of institutions. Our client base has different needs and requirements with regards to the strategies, products and solutions in which they invest, as well as day-to-day servicing. Our team are expected to represent the entire Neuberger Berman product suite, with strategies across Equities, Fixed Income and Alternatives.

Primary Responsibilities

• Supporting the local team in their day-to-day client activity and strategic initiatives

• Providing essential support to the Consultant Relations team including database management, maintaining the CRM system, producing pipeline activity and meeting notes

• Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables

• Organising business development activity, including but not limited to presentations and request for proposals. Ensure all activity follows the regulatory framework

• Conducting market research, consultant updates and assisting the team on appropriate business strategies and client analysis.

• Organising and proactively supporting consultant events and marketing collateral efforts.

Qualifications

•             Graduate or equivalent preferred

•             Experience of using Salesforce, or similar CRM system

•             Preferred working towards or having completed IMC, and/or CFA, or CAIA

Key Requirements

•             1 years’ experience at another Asset Manager and/or UK Intermediary/Wholesale experience is desirable but not essential

•             A self-starter, who works in a precise and timely manner, who can take ownership to move initiatives forward

•             Willingness to learn, collaborate and partner across the business

•             A strong interest in asset management, financial services, and financial markets

•             Strong communication both written and verbal skills and presentation skills

•             Strongly numerate with a good working knowledge of Excel

•             Strong working knowledge of PowerPoint

Career Perspectives

•             Role is within a growing and dedicated asset management firm and with a successful team eager to further develop their franchise

•             Excellent opportunity to learn about top fundamental and quantitative investment strategies given regular interaction with proven Portfolio Managers, located around the world

•             Potential to grow over time and have an opportunity to expand responsibilities, contributing to asset raising and the provision of investment solutions to investors across the globe

Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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