Welcome to the BWAM Job Board

companies
Jobs

Client Associate - Consultant Relations

Neuberger Berman Group

Neuberger Berman Group

London, UK
Posted 6+ months ago

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

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 onlineaccommodations@nb.com.

Learn about the Applicant Privacy Notice.