Client Analyst - San Francisco

Neuberger Berman Group

San Francisco, CA, United States
Base: $80,000-$100,000; bonus/equity: discretionar...
On-site
Project management within client coverage team
Analyze institutional investor data
Develop business leads and target contacts
The Senior Analyst will play a critical role as the project manager within the team, collaborating across different working groups to support business development

Job Summary

  • The Senior Analyst will play a critical role as the project manager within the team, collaborating across different working groups to support business development.
  • Responsibilities include understanding institutional investors, maintaining investment capability knowledge, and managing due diligence, RFPs, and follow-ups.
  • The role requires strong organization, analytical skills, attention to detail, and a proactive approach to adding value and increasing efficiency.

Matching Summary

The Senior Analyst will play a critical role as the project manager within the team, collaborating across different working groups to support business development.

Salary

Base: $80,000-$100,000; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive package including PTO, medical/dental/vision, retirement, life insurance

Skills & Requirements

Must-have

  • Project management within client coverage team
  • Analyze institutional investor data
  • Develop business leads and target contacts
  • Maintain investment strategy talking points
  • Manage due diligence processes
  • Lead RFP responses
  • Prepare meeting materials and follow-ups

Nice-to-have

  • Proactive outreach campaign ideas
  • Utilize AI for efficiency
  • High energy and service mindset
  • Growth mindset and curiosity

Key Requirements

  • 1-3 years of relevant experience
  • Experience in financial markets is a plus
  • Strong academic record
  • Excellent written and oral communication skills
  • Proficiency in PowerPoint, Excel, and Office
  • Series 7, 66 and 31 licenses preferred

Work Rights

Authorized to work without sponsorship

Tailored Resume

Cover Letter