Consultant Database Analyst

Neuberger Berman is a leading investment management firm, and they are seeking a Consultant Database Analyst to support their marketing and sales efforts. The role involves managing investment strategy data, completing consultant-driven requests, and collaborating with various internal teams to ensure accurate and timely distribution of information.

Responsibilities

• Apply strong data management skills to aggregate investment strategy data (performance, characteristics, AUM, personnel) while ensuring quality-control standards are met
• Complete consultant-driven questionnaires and requests regarding investment products on a monthly or quarterly basis
• Review Neuberger Berman product profiles in consultant databases for accuracy, and ensure that product narratives (e.g., investment summary, investment philosophy) are up to date and consistent with approved language
• Contribute to process improvements that enhance efficiency by identifying bottlenecks, proposing incremental enhancements, and assisting with implementation; leverage approved AI tools to automate repetitive and manual tasks
• Develop a working understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information
• Collaborate with various internal teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance, Reporting, etc

Skills

• Undergraduate degree in finance, business, or related major preferred
• 0–2 years of experience, preferably at an asset management firm
• Excellent time-management, planning and organizational skills; ability to manage multiple deadlines
• Strong written and verbal communication skills, ability to work effectively with senior sales professionals, portfolio managers and subject matter experts
• High level of accuracy, attention to detail, and commitment to data quality
• Proficient in Microsoft Excel, Word and PowerPoint; familiarity with collaboration tools and workflow trackers a plus
• Experience populating consultant databases and/or working with platforms such as eVestment Analytics a plus
• Familiarity with AI productivity tools and comfort using them to draft, summarize, validate, and organize content

Benefits

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

Company Overview

Company H1B Sponsorship