Neuberger Berman Logo

Neuberger Berman

Client Analyst

Reposted 4 Days Ago
Be an Early Applicant
In-Office
2 Locations
80K-90K Annually
Junior
In-Office
2 Locations
80K-90K Annually
Junior
The Client Analyst will assist senior Client Advisors in business development, client servicing, and administrative support while ensuring CA goals are achieved.
The summary above was generated by AI

Neuberger Berman

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $558 billion in assets under management as of September, 2025. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman's diverse team has 2,885 professionals. For 11 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).

Summary:

The Institutional Business Development Analyst will work closely with two senior Client Advisors (“CA”) within the Institutional Client Group. The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business.

Responsibilities:

  • Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests.
  • Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests
  • Support the team with client and prospect contact management, including CRM maintenance.
  • Assist with new business pipeline updates and other internal reporting updates.
  • Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
  • Participate in team projects to enhance internal client service procedures in accordance with industry best practices.

Qualifications:

  • 1 to 2 years industry experience; asset management internship experience strongly preferred
  • Strong achievement in undergraduate degree in finance, economics or a related discipline
  • Highly motivated, team-player with a desire to work on a wide range of projects
  • Exhibits a high degree of integrity and interest in financial markets and investment strategy
  • Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
  • Detail-oriented with strong organizational and follow-up skills
  • Strong analytical, problem-solving, and project management skills
  • Excellent presentation, business writing and oral communication skills
  • Proficient in Microsoft Word, Excel and PowerPoint
  • Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA)

Not Sponsoring:

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship

#LI-MW1

#LI-Hybrid

Compensation Details

The salary range for this role in Illinois is $80,000-$90,000 and the salary range for the role in California is $80,000-$90,000. 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. 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 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 [email protected].

Learn about the Applicant Privacy Notice.

Top Skills

Excel
Microsoft Powerpoint
Microsoft Word

Similar Jobs

Yesterday
Hybrid
3 Locations
99K-136K Annually
Mid level
99K-136K Annually
Mid level
Fintech • Machine Learning • Payments • Software • Financial Services
The Senior Business Analyst will analyze market challenges, develop product strategies, support marketing efforts, improve credit risk, and collaborate across departments for strategic decision-making.
Top Skills: Salesforce
7 Days Ago
In-Office
Chicago, IL, USA
Senior level
Senior level
Payments • Software
The role focuses on operational projects, performance measurement, data analysis, dashboard creation, and process improvement to enhance Customer Success operations.
Top Skills: SFDCSQLTableau
9 Days Ago
In-Office
Chicago, IL, USA
60K-65K Annually
Junior
60K-65K Annually
Junior
Big Data • Marketing Tech
The Client Services Analyst will support clients using Numerator's Insights platform, deliver insights and recommendations, and develop strong client relationships.
Top Skills: Business ObjectsExcelMicrostrategyQlikviewSQLTableau

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account