# Client Analyst - NA Intermediary [Neuberger Berman](https://www.jorb.ai/firms/neuberger-berman.md) · New York · United States · [Sales & Marketing](https://www.jorb.ai/jobs/sales-marketing.md) Neuberger Berman is hiring a Client Analyst - NA Intermediary in New York. Posted 2026-03-27; applications close 2026-05-26. **Apply**: https://nb.wd1.myworkdayjobs.com/NBCareers/job/New-York-NY/Client-Analyst---NA-Intermediary_R0011954 Posted 26d ago. ## Role details ## Overview As a member of the North American Intermediary team, the NA Intermediary Analyst provides operational, analytical, and administrative support to the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team. ## Responsibilities ### Data Analysis & Business Intelligence - Leverage Neuberger Berman's internal data and technology infrastructure—including Salesforce, Tableau, internal reporting platforms, and data warehouses—to generate actionable insights across the intermediary business. - Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics for the Head of Intermediary Business and senior leadership. - Support data integrity across sources, ensuring consistency, accuracy, and alignment between systems (Salesforce, internal reporting tools, and channel data feeds). ### Business & Board Reporting - Serve as a primary owner of regular business reporting cadences, including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders. - Prepare board-level and executive reporting materials, synthesizing complex data into clear, concise narratives with relevant supporting analytics. - Support ad hoc reporting requests from senior leadership with speed and accuracy, drawing on available internal tools and data sources. ### Operations & Process Improvement - Act as a day-to-day coordination point across teams, helping drive internal process improvement and data insights to support business growth. - Identify and eliminate manual or redundant workflows by leveraging AI tools, automation, and Neuberger Berman's internal technology stack. - Collaborate with internal technology and data teams to continuously inform on reporting infrastructure and data accessibility for the intermediary platform. ### Content & Presentations - Play an integral role in creating deliverables for internal and external clients, handling ad hoc requests, and maintaining quality control. - Create customized presentations on the state of the business for senior management, board-level stakeholders, key internal teams, and clients. - Translate data and analytics outputs into compelling, audience-appropriate narratives for client-facing decks, internal business reviews, or executive briefings. ## Qualifications - 1–3 years of experience in asset management, wealth management, intermediary distribution, or a related financial services role (e.g., business management, sales support). - Bachelor's degree required, preferably in Finance, Economics, Business, or a related field. - Strong proficiency in Excel and PowerPoint; ability to work with large datasets and effectively visualize information. - Demonstrated ability to build AI-assisted workflows, surface insights, and create efficiencies across sales and operations functions. - Ability to identify repetitive or manual workflows and apply AI-assisted solutions to improve speed and accuracy. - Experience or strong interest in using AI for tasks such as meeting prep automation, CRM data enrichment, competitive analysis summaries, presentation drafting, or client communication templates. - Eagerness to stay current on emerging AI tools relevant to asset management distribution and sales enablement. - Superior interpersonal, written, and verbal communication skills; ability to synthesize information and communicate clearly with both internal and external stakeholders. - Ability to work independently and manage/prioritize multiple projects across numerous internal groups. - Proactive, resourceful, highly motivated, and eager to learn; a team player who is coachable and curious. - Comfortable in a fast-paced, high-intensity environment with evolving priorities. - Series 7, 63/65 (or 66) required or to be obtained within 3–6 months of the hire date. ## Compensation & Benefits The salary range for this role is $75,000–$90,000. This range reflects the approximate pay for this role at the time of posting and may be adjusted in the future. The actual offer will consider factors such as education, experience, certifications, location, and organizational needs. The position is eligible for a discretionary bonus and a comprehensive benefits package, including paid time off, medical/dental/vision insurance, retirement plans, life insurance, and other eligible benefits. ### Note on Salary No amount of pay is considered wages or compensation until earned, vested, and determinable. Bonus, commissions, or other forms of compensation are at the company’s discretion and may be modified at any time, consistent with applicable law. ## Additional Information Neuberger Berman is an equal opportunity employer. The firm and its affiliates do not discriminate in employment based on 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. If you require accessibility assistance or need help completing the application process, please contact onlineaccommodations@nb.com. 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