Client Analyst - U.S. Offshore

Summary

As a member of the North American Intermediary sales team and reporting to the Head of Bank and U.S. Offshore, the U.S. Offshore Analyst will help drive growth by making the sales team more effective with clients and prospects while also improving the quality of our data, processes and reporting across the U.S. Offshore platform.

The U.S. Offshore Analyst supports:

• Three Advisor Consultants (external wholesalers) covering the U.S. Offshore Intermediary market (U.S.‑based Financial Advisors focused on foreign / non‑U.S. clients), and

• The broader U.S. Offshore business through data, reporting, onboarding and operational coordination

Responsibilities

• Partner closely with three external wholesalers to support coverage of Financial Advisors in the U.S. Offshore market

• Run client and prospect lists, schedule and coordinate meetings and support targeted outreach campaigns using Salesforce and other data sources

• Help manage day‑to‑day client interactions: follow‑up calls and emails, providing fact sheets and materials, responding to product inquiries and coordinating calls or meetings with investment teams

• Stay informed on key products, markets and competitor offerings (via Morningstar and internal resources) to support effective positioning and sales conversations

• Assist with operational aspects of the platform, including distribution agreement onboarding, fund/share class availability, and platform setup

• Support AUM and flow reporting for the US Offshore business, ensuring trades and flows are correctly tagged and captured

• Contribute to fee‑related processes (trailers, rebates, breakpoints) and trading‑related support (availability confirmations, client‑specific questions, position/trading files)

• Maintain core business files and data (UCITS yields, fees, symbols, channel coding) in coordination with internal stakeholders

• Maintain and organize sales collateral and product menus, including UCITS factsheets (English and Spanish) and related materials

• Act as a day‑to‑day coordination point across sales, operations, product, marketing, and compliance, helping to identify and implement process improvements

Qualifications

• Bachelor’s degree or equivalent experience, preferably in finance, economics, business or a related field.

• 1–3 years of experience in asset management, wealth management, intermediary distribution or a related financial services role (e.g. business management, sales support)

• Strong proficiency with Excel, PowerPoint and comfort working with data, reporting and AI

• Familiarity with UCITS funds, private markets and intermediary/wealth management platforms is a plus.

• Exceptional attention to detail and organizational skills, with the ability to manage multiple tasks and deadlines

• Strong written and verbal communication skills; able to synthesize information and communicate clearly with both internal stakeholders, external-facing team members and clients

• Proactive, resourceful and comfortable working in a fast‑paced environment with evolving priorities.

• Series 7, 63, 65, and 31 or 7, 66, and 31 licenses required, or obtained within 3-6 months of hire date, depending on licenses needed

• Spanish speaker preferred but not required

Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

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Compensation Details

The salary range for this role is $80,000-$95,000. 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 employee’s 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.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman 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 [email protected].

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