Founded in 1939 Neuberger is a private independent employee-owned investment manager. From offices in 40 cities worldwide the firm manages $567 billion in client assets (as of March 2026) across a range of strategiesincluding equity fixed income quantitative and multi-asset class private equity and hedge fundson behalf of institutions advisors and individual investors globally.
The Consultant Relations Analyst will partner with senior Relationship Managers (RM) Associates and other Analysts to support the Consultant Relations team in achieving their day-to-day goals of servicing institutional consultants as well as managing internal administrative tasks and projects. This position will provide the individual with valuable insights into the Neuberger Berman Institutional Client Group business.
Partner with Associates on day- to- day servicing tasks to ensure RMs goals are met. Tasks may involve meeting preparation organization of team coverage lists coordination of mass mailing efforts and the coordination of institutional consultants requests.
Assist in creating presentations by gathering various product and firm information and assisting with the generation of new materials specific to client / prospect interests etc.
Support the team with consultant contact management including CRM maintenance.
Assist with new business pipeline through consultants updates and other internal reporting updates.
Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
Participate in team projects to enhance internal service procedures in accordance with industry best practices.
Qualifications:
1 to 2 years of professional experience; asset management experience preferred
Strong achievement in undergraduate degree in finance economics or related disciplines
Highly motivated team-player with a desire to work on a wide range of projects
Exhibits high degree of integrity and interest in financial markets and investment strategy
Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
Detail-oriented with strong organizational and follow up skills
Strong analytical problem solving and project management skills
Excellent presentation business writing and oral communication skills
Proficient in Microsoft Word Excel PowerPoint
Series SIE 7 66 and 31 licenses required within first year of employment
Progress towards additional accreditations encouraged (e.g. CAIA CFA MBA)
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.Compensation Details
The salary range for this role is $80000-$90000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance retirement life insurance and other benefits to eligible employees.Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race creed national origin religion age color sex marital status sexual orientation gender identity disability citizenship status or protected veteran status or any other characteristic protected by local state or federal laws rules or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .
Learn about the Applicant Privacy Notice.
Required Experience:
IC
Consultant Relations Analyst • Toronto, Ontario, Canada
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