Client Analyst - NA Intermediary

Neuberger is a financial services firm seeking a Client Analyst for their North American Intermediary team. The role involves providing operational, analytical, and administrative support, leveraging data analysis to generate insights and improve business processes.

Responsibilities

• Leverage the full breadth of Neuberger Berman's internal data and technology infrastructure - including Salesforce, Tableau, internal reporting platforms, and data warehouses - to generate actionable insights across the intermediary business
• Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics for the Head of Intermediary Business and senior leadership
• Support data integrity across sources - ensuring consistency, accuracy, and alignment between systems (Salesforce, internal reporting tools, and channel data feeds)
• Serve as a primary owner of regular business reporting cadences - including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders
• Prepare board-level and executive reporting materials, synthesizing complex data into clear, concise narratives with relevant supporting analytics
• Support ad hoc reporting requests from senior leadership with speed and accuracy, drawing on available internal tools and data sources
• Act as one of the day-to-day coordination points across teams, helping drive internal process improvement and data insights to support business growth
• Identify and eliminate manual or redundant workflows by leveraging AI tools, automation, and Neuberger Berman's internal technology stack
• Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform
• Play an integral role in creating deliverables for internal and external clients, handling ad hoc requests, and maintaining quality control
• Create customized presentations on the state of the business for senior management, board-level stakeholders, key internal teams, and clients
• Translate data and analytics outputs into compelling, audience-appropriate narratives - whether for a client-facing deck, an internal business review, or an executive briefing

Skills

• 1 - 3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support)
• Bachelor's degree required, preferably in Finance, Economics, Business, or a related field
• Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information
• Demonstrated ability to build AI-assisted workflows, surface insights, and create efficiencies across sales and operations functions
• Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy
• Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates
• Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement
• Superior interpersonal, written, and verbal communication skills; able to synthesize information and communicate clearly with both internal and external stakeholders
• Ability to work independently and manage/prioritize multiple projects across numerous internal groups
• Proactive, resourceful, highly motivated, and eager to learn; team player who is coachable and curious
• Comfortable in a fast-paced, high-intensity environment with evolving priorities
• Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of hire date

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits

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