Client Analyst - Na Intermediary

Neuberger Berman Group

New York, NY, United States
Base: $75,000-$90,000; bonus/equity: discretionary...
On-site
Salesforce, tableau, internal reporting platforms
Generate actionable insights
Build and maintain data models
Provide operational, analytical, and administrative support to the North American Intermediary team, including the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team

Job Summary

  • Provide operational, analytical, and administrative support to the North American Intermediary team, including the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team.
  • Leverage internal data and technology infrastructure to generate actionable insights, build data models, and support data integrity across various systems.
  • Create customized presentations and translate data into compelling narratives for senior management, board-level stakeholders, and clients.

Matching Summary

Provide operational, analytical, and administrative support to the North American Intermediary team, including the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team.

Salary

Base: $75,000-$90,000; Bonus/Equity: discretionary bonus; Benefits: comprehensive package including paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Salesforce, Tableau, internal reporting platforms
  • generate actionable insights
  • build and maintain data models
  • track business performance metrics
  • support data integrity
  • prepare board-level and executive reporting
  • leverage AI tools and automation
  • create customized presentations

Nice-to-have

  • stay current on emerging AI tools
  • proactive, resourceful, highly motivated
  • team player who is coachable and curious
  • comfortable in fast-paced, high-intensity environment

Key Requirements

  • 1-3 years of experience in asset management or related financial services
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Strong proficiency in Excel and PowerPoint
  • Demonstrated ability to build AI-assisted workflows
  • Series 7, 63/65 (or 66) required or to be obtained within 3-6 months

Work Rights

Must be authorized to work in the United States

Tailored Resume

Cover Letter