Undergraduate degree in finance, business, or related major preferred
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 a plus
Experience populating consultant databases and/or working with platforms such as eVestment Analytics a plus
Familiarity with AI productivity tools and comfort using them to draft, summarize, validate, and organize content
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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.
Neuberger's Consultant Database Team is a centralized center of excellence within the Marketing Group, responsible for supporting the firm's marketing and sales efforts through the distribution of content and data on the firm's strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support functions to meet clients' needs for accurate and timely product and firm information.
We are seeking an analyst to support content relating to equity, fixed income and multi-asset strategies. The ideal candidate has a strong desire to collaborate effectively, deliver high-quality content, and contribute to process improvements.
Primary 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.
Nb · New York, NY