Administrative Skills, Alliance/Partner Management, Analysis Skills, Asset Management, Benchmarking, Best Practices, Business Administration, Business Writing, Channel Strategies, Chartered Financial Analyst (CFA), Collective Bargaining, Communication Skills, Consulting, Contact Management, Customer Relationship Management (CRM), Data Collection, Detail Oriented, Economics, Equity Securities, Finance, Fixed Income Investments, Follow Through, Hedge Funds, Investment Management, Investment Strategy, Metrics, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Organizational Skills, Presentation/Verbal Skills, Problem Solving Skills, Project/Program Management, Public/Media/Press/Analyst Relations, Request for Proposals (RFP), Sales, Stock Market, Team Player, Time Management, Willing to Travel, Writing Skills
Consultant Relations Analyst
Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
The Consultant Relations Analyst will partner with senior Relationship Managers (RM), Associates, and other Analysts to support the Consultant Relations team in achieving their day-to-day goals of servicing institutional consultants, as well as managing internal administrative tasks and projects. This position will provide the individual with valuable insights into the Neuberger Berman Institutional Client Group business.
Responsibilities:
- Partner with Associates on day-to-day servicing tasks to ensure RMs goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of institutional consultants' requests.
- Assist in creating presentations by gathering various product and firm information and assisting with the generation of new materials specific to client/prospect interests, etc.
- Support the team with consultant contact management, including CRM maintenance.
- Assist with new business pipeline through consultants' updates and other internal reporting updates.
- Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
- Participate in team projects to enhance internal service procedures in accordance with industry best practices.
Qualifications:
- 1 to 2 years of professional experience; asset management experience preferred
- Strong achievement in undergraduate degree in finance, economics or related disciplines
- Highly motivated, team-player with a desire to work on a wide range of projects
- Exhibits high degree of integrity and interest in financial markets and investment strategy
- Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
- Detail-oriented with strong organizational and follow up skills
- Strong analytical, problem solving and project management skills
- Excellent presentation, business writing and oral communication skills
- Proficient in Microsoft Word, Excel, PowerPoint
- Series SIE, 7, 66 and 31 licenses required within first year of employment
- Progress towards additional accreditation's encouraged (e.g. CAIA, CFA, MBA)
Compensation Details
The salary range for this role is $80,000-$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 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.
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.