The Client Reporting & Analytics Associate will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger Berman’s Institutional Equity Portfolio Management teams and their investment strategies. This position provides direct support to the assigned Portfolio Management and Institutional Client Coverage teams and is responsible for compiling strategy specific portfolio data and client specific materials, including institutional client reports, market related exhibits and commentary, portfolio and product analytics for pitch books, factsheets and portfolio review materials. The Associate will collaborate with Portfolio Management, Client Service, Marketing, RFP, Technology and Legal Teams to deliver client ready materials and will be involved in a variety of strategic projects across the asset class spectrum. This role offers an excellent opportunity for professional growth, as it is expected to evolve to create exposure to a broader array of investment strategies to include fixed income, multi-asset and private alternatives. The candidate should possess a strong aptitude for investment data analytics and intellectual curiosity to succeed in this role.
Responsibilities:
Understand Neuberger Berman's equity strategies with requisite depth to be able to produce strategy specific portfolio analytics, such as performance attribution and fundamental characteristics. Over time, expand your knowledge of NB’s investment strategies in other asset classes
Function as point of contact and engage with investment professionals on investment performance, portfolio exposures, attribution analysis and summary statistics to assure accurate and timely production of investment analytics packages
Complete client reporting and client specific inquiries regarding equity portfolios and strategies
Develop and produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries
Assist the team in delivering on all client reporting requirements in accordance with established investment management agreements
Participate in the onboarding of new clients and the creation of analyses and presentations for key initiatives, including but not limited to fund launches, RFPs and client due diligence questionnaires
Liaise with portfolio management teams on managing and executing on ad-hoc inquiries and small projects
Collaborate with project management teams and IT on data automation projects to enhance portfolio analysis and client reporting
Participate in firm wide, client service-related strategic initiatives
Requirements:
Bachelor's degree in finance, business, science, or math preferred
3+ years post-graduate experience in asset management or financial industry preferred
Highly motivated and self-driven individual with ability to work in a team environment while taking individual responsibility for quality and accuracy
Accountable with excellent attention to detail, strong organizational skills and ability to effectively communicate and prioritize work within a dynamic, deadline-driven environment
Knowledge of financial markets, interest in investment strategies and security analysis
Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
Analytical and comfortable working with and interpreting statistics and financial markets data
Experience with building custom client portfolio review presentations
Advanced Excel and PowerPoint skills required, proficiency and experience in programming preferred: VBA, SQL and Python
Experience with FactSet and/or BlackRock Aladdin a plus
Additional qualifications, currently studying for or a desire to obtain CFA (or equivalent) is preferred
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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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), 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/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.
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