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Client Associate

3 weeks ago

London, United Kingdom Neuberger Berman Full time

Position Overview
- We are seeking a Client Analyst to provide support to the Consultant Relations team. This is an excellent opportunity to provide a wide range of support as the team continues to build the business with a focus on UK/EMEA investment consulting firms.
The role provides on-going support to senior relationship managers in the field, to further relationship management capacity and meet consultants’ specific needs

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 servicing. Our team 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-
- Providing essential support to the Consultant Relations team including database management, maintaining the CRM system, producing pipeline activity and meeting notes-
- Liaising and collaborating with colleagues in Portfolio Management, Client Service, Marketing and Compliance teams for client deliverables-
- Organising business development activity, including but not limited to presentations and request for proposals. Ensure all activity follows the regulatory framework-
- Conducting market research, consultant updates and assisting the team on appropriate business strategies and client analysis.-
- Organising and proactively supporting consultant 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
- 1 years’ experience at another Asset Manager and/or UK Intermediary/Wholesale experience is desirable but not essential
- 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
- Role is within a growing and dedicated asset management firm and with a successful team eager to further develop their franchise
- Excellent opportunity to learn about top fundamental and quantitative investment strategies given regular interaction with proven Portfolio Managers, located around the world
- Potential to grow over time and have an opportunity to expand responsibilities, contributing to asset raising and the provision of investment solutions to investors across the globe
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