Client Analyst: Toronto

About the role

The Business Development Analyst will work closely with multiple senior Client Advisors ("CAs") across Institutional and Intermediary channels. In this role, the Analyst will partner with Associates and CAs to support day-to-day business development activities, client servicing needs, and internal administrative projects. This position offers the individual broad exposure to both the Institutional and Intermediary businesses.

Responsibilities

• Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests.
• Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests
• Support the team with client and prospect contact management, including CRM maintenance.
• Assist with new business pipeline 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 client service procedures in accordance with industry best practices.

Requirements

• 1 to 2 years industry experience; asset management internship experience preferred
• Strong achievement in undergraduate degree in finance, economics or a related discipline
• Highly motivated, team-player with a desire to work on a wide range of projects
• Exhibits a 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 and PowerPoint
• Progress towards additional accreditation is 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.
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Benefits

Additional Information

About Neuberger Berman: Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) 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.

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