Consultant Database Analyst

Neuberger's Consultant Database Team is a centralized center of excellence within the Marketing Group, responsible for supporting the firm’s marketing and sales efforts through the distribution of content and data on the firm’s strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support functions to meet clients’ needs for accurate and timely product and firm information.

We are seeking an analyst to support content relating to equity, fixed income and multi-asset strategies. The ideal candidate has a strong desire to collaborate effectively, deliver high-quality content, and contribute to process improvements.

Primary 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.

Skills & 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 

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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $65,000-$80,000. 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.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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.

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