Client Service Analyst

The Private Equity Client Service Team is a niche coverage group providing client service and operational support for the firm’s private funds. The team’s mandate is to partner with various internal teams, as well as external fund administrators, to provide our private fund investors with a consistent client service experience. This requires a deep understanding of the product as well as operational process flow oversight and execution. The Client Service Analyst’s scope of work will include ownership of the day-to-day management of client inquiries and requests, management of our fund administrator relationships, and production and dissemination of client/regulatory/shareholder services reporting as well as investor communications. The Analyst will be an integral part of the team, working toward a common goal of providing exceptional client service. They will gain hands-on experience performing various operational functions and working directly with clients as described below:

Responsibilities:

Provide comprehensive support to Investor Relations team in servicing, and maintaining the investor database in addition to periodic and ongoing client support

Assist clients with required documentation

Manage internal posts of reports and marketing materials

Perform account maintenance including but not limited to; name/address changes, and other ongoing database maintenance

Regular and proactive contact with clients regarding; new account documents, LOAs, account updates, checks and wires, transfers, statement inquiries, research, etc.

Maintain accurate and detailed client files

Client service support of NB Alternatives fund(s) including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents

Field telephone calls and emails from clients; work with the appropriate NB staff to answer client requests

Assist with special projects

Qualifications:

Undergraduate degree or 2-4 years of equivalent working experience in the financial services industry

Proficiency in MS Office including MS Word, Excel, PowerPoint, and Outlook products; familiarity with working with financial and marketing databases preferred

Strong written and verbal communication skills, strong client servicing skills

Strong collaboration, time management, and organizational skills

Able to meet deadlines and work effectively under pressure

Client-focused and detail-oriented with a strong ability to multi-task and work under pressure in a fast-paced work atmosphere.

Knowledge of Registered Funds a plus

Knowledge of eFront suite of applications (Front Invest and Investment Café), preferred

Neuberger Berman is an equal opportunity/affirmative action 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 onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second “Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000 employees).

Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.

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