Consultant Relations Analyst/Associate

Neuberger Berman; Chicago (IL); On-site; USD 80,000 - 110,000; Full time

Job summary

An established industry player is seeking a Consultant Relations Analyst/Associate to join their dynamic team in Chicago. This role offers a unique opportunity to collaborate with senior Relationship Managers, providing crucial support in servicing institutional consultants and managing internal projects. The ideal candidate will possess a strong background in investment management, excellent communication skills, and a keen eye for detail. You will engage in market research, coordinate outreach campaigns, and contribute to the overall success of the Consultant Relations team. This is a fantastic chance to grow your career in a respected firm that values professionalism and teamwork.

Benefits

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

401(k) Plan

Life Insurance

Discretionary Bonus

Qualifications

• 3 to 5 years of investment management industry experience required.
• Strong analytical and problem-solving skills are essential.
• Excellent presentation and communication abilities are a must.

Responsibilities

• Partner with senior Relationship Managers to meet service goals.
• Conduct market research and competitive analysis for consultants.
• Coordinate internal reporting and manage RFP/RFI submissions.

Skills

Presentation Skills

Business Writing

Oral Communication

Analytical Skills

Problem Solving

Attention to Detail

Team Collaboration

Education

Bachelor's Degree

CFA

MBA

CAIA

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Salesforce

eVestment

Preqin

Job description

Information regarding Neuberger Berman’s privacy policy is available under Important Links on http://www.nb.com.

Consultant Relations Analyst/Associate

Apply locations Chicago, IL time type Full time posted on Posted 18 Days Ago job requisition id R0010414

The Associate or Analyst partner with senior Relationship Managers (RM) and other team members 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 senior Relationship Managers in all aspects of their activities to ensure goals are met.
• 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.
• Understand Neuberger Berman’s full range of investment capabilities to be able to engage directly with consultants as well as colleagues internally.
• 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.
• Assist senior Relationship Managers with internal reporting to senior management including business plans.
• 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.
• Liaise with other internal teams (marketing, performance, analytics, operations, legal & compliance) to ensure client needs are met.
• 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.
• Coordinate significant aspects of each relationship to ensure all consultant servicing needs are addressed in a timely manner.
• Participate in team projects to enhance internal procedures in accordance with industry best practices.
• Contribute to mentoring and professional development of teammates.

Qualifications:

• 3 to 5 years’ experience related investment management industry experience required.
• Experience with equity, fixed income and alternative strategies is preferred.
• Additional accreditations encouraged (e.g. CFA, MBA, CAIA).
• Excellent presentation, business writing and oral communication skills.
• Strong attention to detail and organization/coordination skills.
• Enthusiastic team player and highly motivated.
• Strong analytical and problem solving, coordination skills.
• Proficient in Microsoft Word, Excel, PowerPoint.
• Existing Salesforce, eVestment and Preqin knowledge a plus.
• Series 7, 66 and 31 licenses preferred, or ability to obtain within 6 months of employment.

Compensation Details

The salary range for this role is $80,000-$110,000. 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, 401(k), 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 Berman 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].

Learn about the Applicant Privacy Notice.

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) 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.

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.