RFP Analyst Trainee

Neuberger Berman is a private, 100% independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, intermediaries and individual investors globally. With over 2,800 employees, Neuberger Berman has built a diverse team of individuals united in their commitment to delivering compelling investment results for our clients over the long term. That commitment includes open consideration of environmental, social and governance characteristics that Neuberger Berman believes help drive long-term returns for our clients.

Inherent to our culture of partnership is a commitment to innovation, a firm-wide drive to uncover new solutions as markets and client needs evolve. Not merely innovation for its own sake, but rather the development of transformative concepts rooted in practical client applications.

The firm managed $509 billion1 in client assets as of 30 September 2024.

Role overview

We are seeking a graduate for a 12-months internship at Neuberger Berman. The trainee will be part of the Global RFP team and coordinate requests for proposals and due diligence questionnaires to help the business win and retain our client assets. This is an opportunity to join a highly progressive, highly collaborative international team located in London, New York, Hong Kong and Tokyo.

The position will suit an enthusiastic person who prides themselves on their ability to write, multi-task, problem-solve and demonstrates a thorough attention to detail. The role would provide an excellent opportunity for a candidate to learn about the world of investment management as the team interacts with all areas of the business.

Understanding a Request for Proposal (RFP)

RFPs are used for complex projects, often requiring a number of sub-contractors. They describe the organization issuing the RFP, the scope of the project being undertaken, and the criteria for evaluating entries. They also outline the bidding process and the contract terms.

The requests include a statement of work describing the tasks to be performed by the winning bidder and the timeline for finishing the work.

RFPs also advise bidders on how to prepare proposals, with specific guidance on how the bids should be formatted and presented. They generally include instructions on what information the bidder must include and the desired format.

Primary Responsibilities

• Responsible for coordinating and completing RFPs, due diligence, and requests from EMEA and other international based client coverage channels
• Help colleagues within the Global RFP team to ensure deadlines are met while following the team’s multi-step RFP process
• Support the team and the RFP Business Manager with organization projects related to the RFP database of standard responses, management reporting, or automation.

Key Requirements / Qualifications (essential unless stated)

• Excellent team player, able to work in a deadline-driven, fast-paced environment as part of a team
• Good time management, planning and organizational skills with the ability to multi-task
• Good communication skills, both written and verbal, ability to communicate effectively with team members, senior investment professionals and client coverage colleagues
• Good accuracy and attention to detail
• Solutions-oriented, able to propose ideas to improve processes
• Experience working with Microsoft Word, Excel and PowerPoint
• Basic understanding of financial markets and interest in investment management
• Curious and willing to learn about the industry

Start date: ASAP

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, colour, 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 us.