Client Analyst - San Francisco
Neuberger, San Francisco, CA, United States
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—to institutions, advisors and individual investors globally.
Summary
The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. The Analyst’s primary objective is to help grow the business in the territory.
Ideal Experience
~1‑3 years of relevant experience, preferably with exposure to financial markets.
Experience in investment banking, asset management, or investment/management consulting is a plus.
An executive assistant with the competencies below who seeks more direct investment and client experience could also be a great fit.
Responsibilities
Clients: Deep knowledge of the territory; understand, analyze and synthesize qualitative and quantitative information about institutional investors, draft thoughtful prep notes, identify business leads, target contacts, update Salesforce, and find creative ways to use AI.
Investments: Deep understanding of Neuberger Berman’s investment capabilities; maintain database of talking points, familiarize with external content, liaise with investment teams, pursue campaign ideas, help Client Advisors prospect solutions.
Due diligence: Collaborate with MD/VP and adjacent teams to support investors during due diligence—assist with agendas, custom decks, scheduling, research and answers to client questions.
RFPs: Lead the RFP process—source opportunities, review documents, coordinate internally, finalize submission packets.
Follow‑ups: Prepare meeting materials and draft follow‑ups.
Campaign management & contact planning: Propose outreach ideas, maintain detailed logs in Salesforce.
Critical Competencies for Success
Strong academic record and growth mindset.
High energy, service mindset, willing to roll up sleeves.
Meticulous organization and attention to detail.
Reliability and ability to track multiple projects.
Proactive initiative.
Excellent written and oral communication.
Strong analytical, problem‑solving, coordination skills.
Technical proficiency in PowerPoint, Excel, and Office.
Team player with independence.
Network at all levels of the business from a small regional office.
Ownership mindset and ability to complete projects.
Desire to increase efficiency with AI and tools.
Prioritize time and handle heavy workloads with detail.
Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months.
Not Sponsoring
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 $80,000‑$100,000. The range is a guideline and may be modified. The compensation package includes base salary, discretionary bonus, retirement contributions, and benefits such as paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Equal Opportunity Employer
Neuberger Berman 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.
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Summary
The Senior Analyst will work in partnership with the Managing Director and Vice President (Client Advisors / “CAs”) to cover institutional investors in the western half of the United States. The Analyst’s primary objective is to help grow the business in the territory.
Ideal Experience
~1‑3 years of relevant experience, preferably with exposure to financial markets.
Experience in investment banking, asset management, or investment/management consulting is a plus.
An executive assistant with the competencies below who seeks more direct investment and client experience could also be a great fit.
Responsibilities
Clients: Deep knowledge of the territory; understand, analyze and synthesize qualitative and quantitative information about institutional investors, draft thoughtful prep notes, identify business leads, target contacts, update Salesforce, and find creative ways to use AI.
Investments: Deep understanding of Neuberger Berman’s investment capabilities; maintain database of talking points, familiarize with external content, liaise with investment teams, pursue campaign ideas, help Client Advisors prospect solutions.
Due diligence: Collaborate with MD/VP and adjacent teams to support investors during due diligence—assist with agendas, custom decks, scheduling, research and answers to client questions.
RFPs: Lead the RFP process—source opportunities, review documents, coordinate internally, finalize submission packets.
Follow‑ups: Prepare meeting materials and draft follow‑ups.
Campaign management & contact planning: Propose outreach ideas, maintain detailed logs in Salesforce.
Critical Competencies for Success
Strong academic record and growth mindset.
High energy, service mindset, willing to roll up sleeves.
Meticulous organization and attention to detail.
Reliability and ability to track multiple projects.
Proactive initiative.
Excellent written and oral communication.
Strong analytical, problem‑solving, coordination skills.
Technical proficiency in PowerPoint, Excel, and Office.
Team player with independence.
Network at all levels of the business from a small regional office.
Ownership mindset and ability to complete projects.
Desire to increase efficiency with AI and tools.
Prioritize time and handle heavy workloads with detail.
Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months.
Not Sponsoring
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 $80,000‑$100,000. The range is a guideline and may be modified. The compensation package includes base salary, discretionary bonus, retirement contributions, and benefits such as paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Equal Opportunity Employer
Neuberger Berman 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.
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