Client Analyst - San Francisco at Neuberger… · San…

Summary: Neuberger Berman is a private, independent, employee-owned investment manager. The Senior Analyst will work in partnership with the Managing Director and Vice President to cover institutional investors in the western half of the United States, with a primary objective of helping to grow the business in the territory. Responsibilities: - The Senior Analyst will play a critical role as the project manager within the team - This role requires a high degree of organization and ability to collaborate across the different working groups within the firm (e.g. investments, marketing, legal & operations, among others) - This person will partner with the team in every aspect of the business development process from the initial research all the way through to the final closing of business - Understand, analyze and synthesize qualitative and quantitative information about institutional investors: e.g. public records research, ongoing monitoring of industry publications, review databases & analysis of past Salesforce activity - Draft thoughtful Prep Notes that leverages available information and help the team maximize the impact of meetings and Conferences - Identify business leads: Leverage all available data sources to ensure we are engaging with the right people, at the right time, with the right content - Identify target contacts: Utilize LinkedIn Sales Navigator and other tools, especially in the family office channel - Update Salesforce and other tools that help us keep track of the territory - Find creative ways to utilize AI to maximize efficiency and efficacy of responsibilities listed above - Maintain database of written and verbal talking points for all focus investment strategies - Be familiar with the various external contents that investment teams produces for institutional clients - Liaise and establish strong relationships with internal investment teams - Show natural curiosity for the investment expertise of the firm and proactively seek out ideas for campaigns / roadshows which we might host within the territory - Help Client Advisors to better prospect and look for solutions that helps allocators in the territory - Ability to keep track of the various action items, ongoing project streams, and deadlines within the territory to ensure requests are moving forward and completed timely - Heavy involvement with the MD/VP and adjacent NB teams while investors are conducting due diligence on NB Strategies - This includes help with agendas, custom decks, scheduling, researching/composing answers to client questions and everything that needs to be done through the process - Take a leadership role in working with the RFP team through the process and help tailor responses to client fit where necessary - This involves sourcing the opportunity from the news, reading through RFP documents, coordinating with various functional teams internally, reviewing draft documents, and finalizing submission packets - Own the process of preparing meeting materials and drafting follow-ups - Help propose ideas for proactive outreach and maintain detailed logs of outreach in Salesforce Required Qualifications: - ~1-3 years of relevant experience - Experience in, or exposure to, the financial markets - High degree of organization - Ability to collaborate across different working groups - Deep knowledge of territory - Understand, analyze and synthesize qualitative and quantitative information about institutional investors - Draft thoughtful Prep Notes - Identify business leads - Identify target contacts - Update Salesforce and other tools - Find creative ways to utilize AI - Deep understanding of Neuberger Berman's investment capabilities - Maintain database of written and verbal talking points - Familiarity with various external contents produced for institutional clients - Liaise and establish strong relationships with internal investment teams - Show natural curiosity for investment expertise - Help Client Advisors to better prospect - Ability to keep track of various action items and deadlines - Heavy involvement with MD/VP and adjacent NB teams during due diligence - Take a leadership role in working with the RFP team - Own the process of preparing meeting materials and drafting follow-ups - Help propose ideas for proactive outreach - Strong academic record & growth mindset - High energy, service mindset - Meticulous organization skills - Reliability and ability to keep track of a wide range of projects - Sense for proactivity and initiative - Excellent written and oral communication skills - Strong analytical and problem solving, coordination skills - Technical and aesthetic understanding of PowerPoint, Excel and Office - Team player with ability to work independently - Desire to take ownership of projects - Desire to increase efficiency by utilizing AI and other tools - Ability to prioritize time efficiently and handle heavy workloads - Ability to obtain Series 7, 66 and 31 licenses within 6 months of employment Preferred Qualifications: - Series 7, 66 and 31 licenses preferred Required Skills: Financial markets knowledge, Salesforce proficiency, Project management Important Skills: PowerPoint proficiency, Excel proficiency, Analytical skills Nice-to-Have Skills: AI utilization, Ownership of projects, Service mindset Benefits: Paid time off, Medical/dental/vision insurance, Retirement, Life insurance, Other benefits