Client Analyst: Toronto
About Neuberger Berman:
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) 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.
Summary:
The Business Development Analyst will work closely with multiple senior Client Advisors ("CAs") across Institutional and Intermediary channels. In this role, the Analyst will partner with Associates and CAs to support day-to-day business development activities, client servicing needs, and internal administrative projects. This position offers the individual broad exposure to both the Institutional and Intermediary businesses.
Responsibilities:
- Partner with an Associate on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests.
- Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests
- Support the team with client and prospect contact management, including CRM maintenance.
- Assist with new business pipeline updates and other internal reporting updates.
- Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met.
- Participate in team projects to enhance internal client service procedures in accordance with industry best practices.
Qualifications:
- 1 to 2 years industry experience; asset management internship experience preferred
- Strong achievement in undergraduate degree in finance, economics or a related discipline
- Highly motivated, team-player with a desire to work on a wide range of projects
- Exhibits a high degree of integrity and interest in financial markets and investment strategy
- Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment
- Detail-oriented with strong organizational and follow-up skills
- Strong analytical, problem-solving, and project management skills
- Excellent presentation, business writing and oral communication skills
- Proficient in Microsoft Word, Excel and PowerPoint
- Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA)
Not Sponsoring:
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 $65,000-$85,000. 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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