The candidate will play an integral role within the Quantitative Client Reporting & Portfolio Analytics team based in New York. This individual will be supporting the Options and quantitative equity portfolio management teams and will be responsible for compiling portfolio and market specific materials, including institutional client reporting, bespoke institutional client exhibits, portfolio and product analytics, as well as portfolio review materials. The Associate will partner with Portfolio Management, Client Service, IT, Marketing, RFP and Legal teams and will be involved in a variety of strategic and tactical projects across the asset class spectrum. The candidate should possess a strong aptitude for quantitative investment concepts, investment data analytics and intellectual curiosity to succeed in this role.

Responsibilities:

• Understand Neuberger Berman’s alternative and quantitative strategies, with a core focus on Options and Multi-Factor equity strategies, in requisite depth to be able to develop and manage the platform’s intellectual materials including client reports, commentaries, client portfolio review decks, and portfolio analytics.

• Have a clear understanding of performance, contribution, and risk drivers at the factor and portfolio level.

• Model and create custom reports for clients summarizing positioning, performance, attribution, holdings, and risk. Incorporate portfolio analysis and system expertise into client presentations for review meetings with portfolio managers and client coverage.

• Collaborate with IT on data extraction, data validation, and automation projects to enhance and automate portfolio monitoring, analysis, and reporting.

• Participate in creation of analysis and presentations for key initiatives, including but not limited to fund launches, RFPs, client due diligence, and investor summits.

• Liaise with various internal teams to maintain and update databases to retrieve portfolio analytics and further enhance reporting capabilities.

Qualifications:

• Bachelor’s Degree in Science, Math, or Finance preferred Bachelor’s Degree in Science, Math, or Finance preferred and 3+ years post-graduate experience in asset management; quantitative environment preferred

• OR Master’s Degree in financial engineering or similar quantitative field and 1+ years of post-graduate experience in asset management

• Analytical and comfortable working with and interpreting statistics and financial markets data across asset classes.

• Ability to communicate effectively with subject matter experts, mainly investment teams, client service, legal and compliance, and technology.

• Highly motivated and self-driven team-player with a desire to work on a wide range of projects, with a collaborative and entrepreneurial spirit.

• Accountable with excellent attention to detail, strong organizational skills, and ability to prioritize work within a dynamic, deadline-driven environment.

• Advanced skills in Excel, PowerPoint, and VBA; proficient in programming (SQL, Python required; MATLAB, R preferred but not required).

• Comfortable working with Bloomberg and BlackRock Aladdin systems.

• Currently studying for or a desire to obtain CFA, CAIA, or equivalent designation is encouraged.

#LI-DD2

#LI-Hybrid

Compensation Details

The salary range for this role is $80,000-$105,000. 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 [email protected].

Learn about the Applicant Privacy Notice.