Client Portfolio Analytics Associate

Neuberger Berman Europe Ltd
London, United Kingdom
Aug 14, 2019
Sep 13, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Title: Client Portfolio Analytics Associate

Location: London, UK

About Neuberger Berman:

Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.

As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together.

From offices in 35 cities worldwide, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With more than 600 investment professionals and more than 2,100 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments "Best Places to Work in Money Management" survey each year since 2013.

For more information, please visit our website at

Position Overview :

The Associate will play an integral role within the London Client Reporting & Portfolio Analytics team. This individual will be directly supporting the global fixed income portfolio management teams and will be responsible for compiling portfolio and market specific materials, including market and institutional client reporting, macro-economic exhibits, bespoke institutional client exhibits, portfolio and product analytics, and portfolio review materials. The Associate will partner with Portfolio Analytics, Client Service, Marketing, RFP and Legal teams and will be involved in a variety of strategic and tactical marketing initiatives with the ability to gain meaningful exposure to projects across the asset class spectrum as well as sales distribution channels.

Primary Responsibilities:
  • Understand the firm's global fixed income strategies with requisite depth to be able to develop client reports and client portfolio review decks
  • Assist the team to deliver on all global clients analytics reporting requirements in accordance with established investment management agreements (IMAs)
  • Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses
  • 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

Key Requirements / Qualifications:
  • Bachelor's Degree in Finance, Business, Science, Math preferred
  • 2+ years post-graduate experience in asset management preferred
  • Additional qualifications, currently studying or a desire to obtain IMC, CFA (or equivalent) is preferred
  • Knowledge of financial markets, fixed income, interest in investment strategies and security analysis
  • Advanced Excel and PowerPoint skills required, programming (VBA, SQL, Python) is preferred
  • 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
  • Prior experience building presentations, including graphic and data slides
  • Ability to communicate effectively with subject matter experts, incorporate edits based on instructions from investment, sales and legal teams
  • Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit
  • Accountable with excellent attention to detail, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment

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

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