Full-Time

Consultant Database Associate

Confirmed live in the last 24 hours

Neuberger Berman

Neuberger Berman

Compensation Overview

$75k - $95kAnnually

+ Bonus

Mid

New York, NY, USA

Job to be performed in New York City.

Category
Asset Management
Finance & Banking
Required Skills
Word/Pages/Docs
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Undergraduate degree in finance, business, or related major preferred
  • 3-5 years of experience, preferably, at an asset management firm
  • Excellent time-management, planning and organizational skills
  • Excellent communication skills, both written and verbal; ability to communicate effectively with senior sales professionals, portfolio managers and subject matter experts.
  • High level of accuracy and attention to detail
  • Proficient in Microsoft Word, PowerPoint and Excel
  • Experience with the population of consultant databases and/or eVestment Analytics preferred
Responsibilities
  • Serve as primary data contact for Relationship Managers on key Consultant relationships
  • Aggregate investment strategy performance and analytics data utilizing strong data management skills
  • Complete consultant driven questionnaires / requests regarding investment products on a monthly or quarterly basis
  • Review product profiles for accuracy and that product narratives such as investment summary, investment philosophy, etc. are up to date
  • Research, initiate and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the Consultant Database team
  • Ensure detailed understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information
  • Complete various value added projects for Sales and Investment teams including competitor and peer ranking analysis, search activity trends and other general analysis
  • Collaborate with various internal teams on internal projects

Company Stage

N/A

Total Funding

$11.8B

Headquarters

New York City, New York

Founded

N/A

Simplify Jobs

Simplify's Take

What believers are saying

  • The appointment of industry veterans like Jeff Blazek could enhance Neuberger Berman's multi-asset strategy capabilities, potentially leading to superior investment performance.
  • Neuberger Berman's active involvement in municipal and real estate securities funds offers employees exposure to diverse investment strategies and potential growth opportunities.
  • The firm's expansion into Southeast Asia with the appointment of Simon Cheung indicates potential for growth in emerging markets, offering employees international exposure.

What critics are saying

  • The competitive nature of the investment management industry could pressure Neuberger Berman to continuously innovate to maintain its market position.
  • The reliance on key personnel, such as newly appointed executives, may pose risks if these individuals do not meet performance expectations.

What makes Neuberger Berman unique

  • Neuberger Berman's employee-owned structure provides a unique alignment of interests between the firm and its clients, unlike many publicly traded competitors.
  • The firm's focus on multi-asset strategies and municipal funds, as evidenced by recent appointments and fund announcements, sets it apart in the investment management landscape.
  • Neuberger Berman's strategic appointments, such as Jeff Blazek and Simon Cheung, highlight its commitment to expanding expertise in multi-asset strategies and family office coverage.

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