Database Consultant

2 months ago


New York, New York, United States Neuberger Berman Full time
Job Summary

The Consultant Database Team is a centralized center of excellence within the Marketing Group at Neuberger Berman, responsible for supporting the firm's marketing and sales efforts through the distribution of content on the firm's strategies and data via consultant databases.

We are seeking a successful candidate to work within the Consultant Database Team on content relating to equity, fixed income, and multi-asset class strategies. The successful candidate should have a strong desire to foster key relationships, deliver high-quality content, and improve processes.

Key Responsibilities
  1. Serve as primary data contact for Relationship Managers on key Consultant relationships.
  2. Aggregate investment strategy performance and analytics data utilizing strong data management skills.
  3. Complete consultant-driven questionnaires / requests regarding investment products on a monthly or quarterly basis.
  4. Review product profiles for accuracy and that product narratives such as investment summary, investment philosophy, etc. are up to date.
  5. Research, initiate, and implement innovative ideas and creative approaches to help increase the efficiency and further the goals of the Consultant Database team.
  6. Ensure detailed understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information.
  7. Complete various value-added projects for Sales and Investment teams including competitor and peer ranking analysis, search activity trends, and other general analysis.
  8. Collaborate with various internal teams on internal projects.
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.

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