Client Service Senior Analyst

Neuberger Berman; New York (NY); Hybrid; USD 85,000 - 100,000; Full time

Job summary

Neuberger Berman in New York City is seeking a Client Service Senior Analyst to own key elements of the subscription, redemption, and transfer processes for the firm's private funds. You will support intermediary partner onboarding, manage fund administrator relationships, and prepare client, regulatory, and shareholder reports.

The role requires deep product knowledge and strong operational oversight to ensure a consistent client experience.

Qualifications

• Bachelor's degree required with 3-5+ years of relevant experience.
• Excellent client service skills and strong judgment under pressure.
• Advanced MS Excel, Word, and PowerPoint skills.
• Strong collaboration, time management, and organizational abilities.
• Understanding of asset management concepts and fund accounting.

Responsibilities

• Own subscription, capital call, redemption, and transfer processes.
• Support intermediary partner onboarding and fund administrator relationships.
• Draft and distribute client, regulatory, and shareholder reporting.
• Coordinate and produce weekly, monthly, quarterly, and annual reports.
• Assist in posting of reports and marketing materials; drive process improvements.

Skills

Client service

Attention to detail

Communication

Team collaboration

Time management

Education

Bachelor's Degree

Tools

MS Excel

MS Word

MS PowerPoint

eFront Investment Café

Anduin

Job description

The Private Fund Client Service Team is a specialized coverage group that delivers client service and operational support for the firm's private funds. The team partners with internal stakeholders and external fund administrators to ensure a consistent client experience across our private fund investor base — requiring deep product knowledge alongside strong operational process oversight.As a Client Service Senior Analyst, you will own key elements of the subscription, redemption, and transfer process, support intermediary partner onboarding, manage fund administrator relationships, and produce and distribute client, regulatory, and shareholder reporting and communications. You'll be an integral member of the Intermediary Private Fund Client Service Team.Key ResponsibilitiesDevelop deep knowledge of the Firm's private fund offerings, with a focus on Registered Funds, to deliver superior client serviceCoordinate subscription, capital call, and redemption processes; maintain and distribute investor kitsPartner with fund administrators to ensure adherence to fund terms outlined in offering materials, side letters, investor commitments, and applicable regulationsManage the private fund transfer processDraft and coordinate distribution of client communicationsServe as point person for preparing and/or distributing standard and ad-hoc reports (weekly, monthly, quarterly, semi-annual, annual) for commingled funds, customized portfolios, and separately managed accountsManage internal posting of reports and marketing materialsSupport special projects as assignedDrive continuous process improvementRequired QualificationsBachelor's Degree3-5+ years' of relevant work experienceExcellent client service skills, sound business judgment, and understanding of escalation proceduresStrong attention to detailAdvanced proficiency in MS Excel, Word, and PowerPointSuperior written and verbal communication skillsStrong collaboration, time management, and organizational skillsAbility to meet deadlines and perform effectively under pressureUnderstanding of asset management strategies, investment mandates, and fund accountingPreferred QualificationsKnowledge of Registered Funds (private equity a plus)Experience at a fund administratorExperience with eFront Investment Café and/or AnduinLocation: New York City; hybrid with a minimum of two days per week in office.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 DetailsThe salary range for this role is $85,000-$100,000. 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 [e-mail] about the Applicant Privacy Notice.