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 reputed company
- 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; reputed company approved AI tools to automate repetitive and reputed company tasks
- reputed company 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 reputed company 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 reputed company reputed company, 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/reputed company insurance
- Retirement
- Life insurance
- Other benefits
Company Overview
Company H1B Sponsorship