Client Analyst: Toronto

Neuberger Berman is a private, independent, employee-owned investment manager. The Business Development Analyst will support day-to-day business development activities, client servicing needs, and internal administrative projects while partnering with multiple senior Client Advisors across Institutional and Intermediary channels.

Responsibilities

• Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests
• Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests
• Support the team with client and prospect contact management, including CRM maintenance
• Assist with new business pipeline 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 client service procedures in accordance with industry best practices

Skills

• 1 to 2 years industry experience; asset management internship experience preferred
• Strong achievement in undergraduate degree in finance, economics or a related discipline
• Highly motivated, team-player with a desire to work on a wide range of projects
• Exhibits a 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 and PowerPoint
• Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA)

Benefits

• Discretionary bonus
• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits

Company Overview