Consultant Relations Associate Job at Neuberger Berman
Summary:
The Associate will work alongside Senior Relationship Managers of the Consultant Relations team carrying out their day-to-day responsibilities of servicing institutional consultants as well as leading internal projects. This position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business.
Responsibilities:
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Partner with Senior Relationship Managers in all aspects of their activities to ensure goals are met. Act as a backup to senior Relationship Managers on all matters
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Understand coverage, research and develop deep knowledge of prospects by product interest and plan type. Partner with Senior Relationship Managers to coordinate targeted consultant outreach/marketing campaigns
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Understand Neuberger Berman’s full range of investment capabilities to be able to engage directly with consultants as well as colleagues internally
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Develop outreach lists, research opportunities and consultant trends in the marketplace utilizing external tools and publications. Conduct competitive analysis and market research utilizing external databases
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Assist Senior Relationship Managers with internal reporting to senior management including business plans
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Conduct thorough meeting preparation; research each consultant in advance of each meeting; coordinate prep calls with necessary Portfolio Management teams and other key internal teams. Coordinate all follow-ups necessary from meetings
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Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met
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Oversee RFP/RFI submissions; liaise with the RFP & Consultant Database teams, ensure RFP/RFI deadlines and requirements are met, review RFPs/RFIs for accuracy of content
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Coordinate significant aspects of each relationship to ensure all consultant servicing needs are addressed in a timely manner
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Participate in team projects to enhance internal procedures in accordance with industry best practices
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Assist with the mentoring and professional development of Client Analyst teammates
Qualifications:
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3 to 5 years’ experience related investment management industry experience required
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Experience with equity, fixed income and alternative strategies is preferred
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Additional accreditations encouraged (e.g. CFA, MBA, CAIA)
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Excellent presentation, business writing and oral communication skills
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Strong attention to detail and organization/coordination skills
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Enthusiastic team player and highly motivated
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Strong analytical and problem solving, coordination skills
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Proficient in Microsoft Word, Excel, PowerPoint
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Existing Salesforce, eVestment and Preqin knowledge a plus
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Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months of employment
Neuberger Berman is an equal
opportunity/affirmative
action 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.
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