Client Associate

2 weeks ago

London, United Kingdom Neuberger Berman Full time

Position Overview

We are seeking a Client Associate to provide support to the UK & Ireland Institutional Client team. This is an excellent opportunity to provide a wide range of support as we continue to develop the business in the UK.

Neuberger Berman’s UK & Ireland Client Coverage team manages relationships with a wide range of institutions. Our client base has different needs and requirements with regards to the strategies, products and solutions in which they invest as well as day-to-day client servicing. The Client Coverage teams are expected to represent the entire Neuberger Berman product suite, with strategies across Equities, Fixed Income and Alternatives.

Primary Responsibilities
- Supporting the local team in their day-to-day client activity and strategic initiatives.
- Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables
- Organising prospective client related activity, including but not limited to client presentations and request for proposals. Ensure all activity follows the regulatory framework.
- Conducting market research and assist the team on appropriate business strategies and client analysis.
- Providing essential administrative support to the Client Coverage team including database management, maintaining the CRM system, producing pipeline activity and meeting notes, to help enhance the overall sales processes.
- Organising and proactively supporting client events and marketing collateral efforts.

**Qualifications**:

- Graduate or equivalent preferred
- Experience of using Salesforce, or similar CRM system
- Preferred working towards or having completed IMC, and/or CFA, or CAIA

Key Requirements
- 2 years’ experience in another Asset Manager, UK Intermediary/Wholesale experience is desirable but not essential

Who you are
- A self-starter, who works in a precise and timely manner, who can take ownership to move initiatives forward
- Willingness to learn, collaborate and partner across the business
- A strong interest in asset management, financial services, and financial markets
- Strong communication both written and verbal skills and presentation skills
- Strongly numerate with a good working knowledge of Excel
- Strong Working knowledge of PowerPoint

Career Perspectives:

- You will enjoy working with a growing and dedicated asset management firm and with a successful and stable sales team that is eager to further develop their franchise
- This is an excellent opportunity to learn about top fundamental and quantitative investment strategies thanks to regular interaction with proven Portfolio Managers, located around the world
- As you grow in your career successfully supporting the UK based Sales Team, you could have the opportunity to expand your responsibilities to contribute to asset raising and provide investment solutions to investors across the UK
- Neuberger Berman is an equal _
- opportunity/affirmative_
- ._
- Learn about the _
- Applicant Privacy Notice_
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