Neuberger Berman→
Consultant Database Analyst at Neuberger Berman in New York, NY
Entry LevelHybridFull-timeNew York, NY$65k–$80k/yr
Skills
data managementinvestment strategy datadata qualitymicrosoft excelmicrosoft wordmicrosoft powerpointconsultant databasesevestment analyticsai productivity toolsplanning
Job Description
Summary: Neuberger Berman is a financial services firm seeking a Consultant Database Analyst to support their marketing and sales efforts through effective data management. The role involves collaborating with various internal teams to ensure accurate and timely distribution of investment strategy information and contributing to process improvements.
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
Required Qualifications:
- 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
Required Skills: Data management, Investment strategy data, Data quality, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Consultant databases, eVestment Analytics, AI productivity tools, Planning
Benefits: Paid time off, Medical/dental/vision insurance, Retirement, Life insurance, Other benefits
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits