Client Reporting & Analytics Analyst/Associate

Summary:

The candidate will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago. This individual will be supporting the Non-Investment Grade Fixed Income portfolio management teams and will be responsible for compiling portfolio and market-specific materials, including institutional client reporting, bespoke institutional client exhibits, and portfolio/product analytics. The Analyst will partner with Portfolio Management, Client Service, IT, Marketing, RFP, and Legal teams. They will be involved in a variety of strategic and tactical initiatives with the ability to gain meaningful exposure to projects across various initiatives.

Responsibilities:

• Understand the firm’s Non-Investment Grade strategies with requisite depth to be able to develop client reports and client analytics.
• Produce monthly client reports and data for institutional and sub-advised clients.
• Serve as the primary contact for data on portfolio exposures and summary statistics, ensuring accurate and timely responses.
• Provide portfolio analysis and reporting for High Yield and Senior Loan portfolios.
• Develop proficiency in key reporting tools; develop report content and partner with IT to drive enhancements to the end-client deliverables.
• Participate in firm-wide, client service-related strategic initiatives.
• Maintain confidentiality with client information and data.
• Stay updated with market trends and developments in fixed income markets.

Qualifications:

• Bachelor’s Degree in Finance, Business, Science, Math, or a related field preferred.
• 1-5 years post-graduate experience in a relevant field.
• Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit.
• Ability to communicate effectively with internal teammates and subject matter experts, both written and verbal.
• Knowledge of financial markets is preferred and interest in investment strategies and security analysis is a must.
• Excel and PowerPoint skills required; experience with programming (VBA, SQL, Python) is a plus.
• Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros.
• Analytical and comfortable working with and interpreting statistics and fixed income market data.
• Excellent attention to detail and accountability, strong organizational skills, and ability to prioritize work within a dynamic, deadline-driven environment.
• Problem-solving abilities, adaptability, and a proactive approach.
• Ability to work independently as well as part of a team.

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 [email protected].

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