Client Analyst - U.S. Offshore

Neuberger Berman • New York, NY

5d • $80,000 - $95,000 • Hybrid

About The Position

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

Requirements

• 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
• 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
• 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.

Nice To Haves

• Familiarity with UCITS funds, private markets and intermediary/wealth management platforms is a plus.
• Spanish speaker preferred but not required

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

Benefits

• We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level