Client Analyst - NA Intermediary
Neuberger Berman, New York, NY, United States
As a member of the North American (NA) Intermediary team, the primary responsibility of the NA Intermediary Analyst is to provide operational, analytical, and administrative support to the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team.
Data Analysis & Business Intelligence
Leverage the full breadth of Neuberger Berman's internal data and technology infrastructure - including Salesforce, Tableau, internal reporting platforms, and data warehouses - to generate actionable insights across the intermediary business
Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics for the Head of Intermediary Business and senior leadership
Support data integrity across sources - ensuring consistency, accuracy, and alignment between systems (Salesforce, internal reporting tools, and channel data feeds)
Business & Board Reporting
Serve as a primary owner of regular business reporting cadences - including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders
Prepare board-level and executive reporting materials, synthesizing complex data into clear, concise narratives with relevant supporting analytics
Support ad hoc reporting requests from senior leadership with speed and accuracy, drawing on available internal tools and data sources
Operations & Process Improvement
Act as one of the day-to-day coordination points across teams, helping drive internal process improvement and data insights to support business growth
Identify and eliminate manual or redundant workflows by leveraging AI tools, automation, and Neuberger Berman's internal technology stack
Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform
Content & Presentations
Play an integral role in creating deliverables for internal and external clients, handling ad hoc requests, and maintaining quality control
Create customized presentations on the state of the business for senior management, board-level stakeholders, key internal teams, and clients
Translate data and analytics outputs into compelling, audience-appropriate narratives - whether for a client-facing deck, an internal business review, or an executive briefing
Qualifications
1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
Demonstrated ability to build AI-assisted workflows, surface insights, and create efficiencies across sales and operations functions
Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates
Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement
Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders
Ability to work independently and manage/prioritize multiple projects across numerous internal groups
Proactive, resourceful, highly motivated, and eager to learn; team player who is coachable and curious
Comfortable in a fast-paced, high-intensity environment with evolving priorities
Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details
The salary range for this role is $75,000-$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 not 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. Neuberger is an equal opportunity 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.
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Leverage the full breadth of Neuberger Berman's internal data and technology infrastructure - including Salesforce, Tableau, internal reporting platforms, and data warehouses - to generate actionable insights across the intermediary business
Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics for the Head of Intermediary Business and senior leadership
Support data integrity across sources - ensuring consistency, accuracy, and alignment between systems (Salesforce, internal reporting tools, and channel data feeds)
Business & Board Reporting
Serve as a primary owner of regular business reporting cadences - including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders
Prepare board-level and executive reporting materials, synthesizing complex data into clear, concise narratives with relevant supporting analytics
Support ad hoc reporting requests from senior leadership with speed and accuracy, drawing on available internal tools and data sources
Operations & Process Improvement
Act as one of the day-to-day coordination points across teams, helping drive internal process improvement and data insights to support business growth
Identify and eliminate manual or redundant workflows by leveraging AI tools, automation, and Neuberger Berman's internal technology stack
Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform
Content & Presentations
Play an integral role in creating deliverables for internal and external clients, handling ad hoc requests, and maintaining quality control
Create customized presentations on the state of the business for senior management, board-level stakeholders, key internal teams, and clients
Translate data and analytics outputs into compelling, audience-appropriate narratives - whether for a client-facing deck, an internal business review, or an executive briefing
Qualifications
1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
Demonstrated ability to build AI-assisted workflows, surface insights, and create efficiencies across sales and operations functions
Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates
Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement
Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders
Ability to work independently and manage/prioritize multiple projects across numerous internal groups
Proactive, resourceful, highly motivated, and eager to learn; team player who is coachable and curious
Comfortable in a fast-paced, high-intensity environment with evolving priorities
Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details
The salary range for this role is $75,000-$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 not 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. Neuberger is an equal opportunity 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.
#J-18808-Ljbffr