Found Description
Embark on your financial career as a Client Analyst with Neuberger Berman in Toronto. This full-time role supports vital client servicing and business development tasks across investment strategies.
As a Client Analyst, you will work directly with senior Client Advisors and Associates to meet client needs effectively. Responsibilities include preparing sales materials, managing communications, and supporting the RFP process. Through this position, you’ll gain valuable experience in both institutional and intermediary investment sectors.
Key Responsibilities:
• Aid Client Advisors in achieving business development goals
• Organize meetings and prepare necessary materials efficiently
• Manage CRM updates and client information
• Assist with RFPs and ensure compliance with requirements
• Participate in projects advancing internal client services
Requirements:
• 1-2 years in the asset management field preferred
...
As a Client Analyst, you will work directly with senior Client Advisors and Associates to meet client needs effectively. Responsibilities include preparing sales materials, managing communications, and supporting the RFP process. Through this position, you’ll gain valuable experience in both institutional and intermediary investment sectors.
Key Responsibilities:
• Aid Client Advisors in achieving business development goals
• Organize meetings and prepare necessary materials efficiently
• Manage CRM updates and client information
• Assist with RFPs and ensure compliance with requirements
• Participate in projects advancing internal client services
Requirements:
• 1-2 years in the asset management field preferred
...
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