The Sub-Advised Client Service Analyst will serve as an internal/external liaison, working across various departments to directly support the needs of the firm's sophisticated 1940 Act regulated fixed income and equity sub-advised clientele. This unique role offers the opportunity for the right candidate to deeply immerse themselves in the multifaceted world of our Mutual Fund and Investment Management Business, while gaining significant exposure across the firm.
The position requires the candidate to work collaboratively across a variety of the firm’s internal teams and necessitates substantial interaction with the firm’s sales, legal, compliance, accounting, reporting, technology and operations teams, all in effort to provide superior service to some of the firm’s largest clients. The essence of this role is to deliver exemplary service to some of our most significant clients, which demands a high level of dedication, flexibility, and the ability to adapt to varying needs.
The ideal candidate will exhibit a proactive approach towards identifying and understanding both internal and external client needs and expectations. They must possess the agility to troubleshoot and offer effective solutions promptly. Exceptional analytical and organizational skills are fundamental to thrive in this role. Furthermore, given the complexity and sophistication of our client base, coupled with the dynamic nature of industry regulations, a high level of technical proficiency is essential. The candidate must be ready to navigate the complexities of our industry, demonstrating both knowledge and skill in addressing the intricate needs of our clients.
This position is not just a job; it's a career path for someone with the drive and adaptability to excel in a demanding yet rewarding environment. If you're ready to leverage your skills to make a meaningful impact within a leading firm, we invite you to apply for the Sub-Advised Client Service Analyst position.
Key Responsibilities:
Coordinate client deliverables across various groups/departments at Neuberger Berman. This includes substantial interaction with the firm’s intermediary sales, legal, compliance, fund administration, account administration, performance analytics and product management groups
Assist in the preparation and review of internal reporting materials
Assist in the preparation, review and submission of external reporting materials
Facilitate the coordination and management of special projects as they arise
Facilitate the completion of various regulatory and investment due diligence requests, including RFP's, DDQ’s, 15c's, and other required reports as needed
Serve as a primary contact person to set up in-person and telephonic due diligence and performance review meetings
Requirements:
Must obtain Series 7 and 66 registrations within 6 months of hire, if not already registered
Bachelor's degree and 3-4 years of relevant work experience (i.e. financial services, sales and/or customer service experience)
Working knowledge of 1940 Act Mutual Fund Industry preferred
Strong understanding of basic Equity and Fixed Income market fundamentals
Excellent communication (verbal and written) and organizational skills
Ability to problem solve and pro-actively address complex issues to deliver timely solutions
Proficiency in Microsoft Office Excel, PowerPoint and Word
Compensation Details
The salary range for this role is $60,000-$80,000. 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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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/affirmative action 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 .
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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.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
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.
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