Client Reporting & Analytics 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 US Investment Grade and Insurance Fixed Income 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.
Responsibilities

• Understand the firm's Investment Grade fixed income strategies with requisite depth to be able to develop client reports and client portfolio review decks
• Provide portfolio analysis, reporting and presentations for Investment Grade fixed income and insurance portfolios
• Collaborate with investment teams and Insurance Analytics on client inquiries, client development and RFP's
• 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 efficiencies and enhancements to the end-client deliverables
• Participate in firm wide, client service-related strategic initiatives

Qualifications

• Bachelor's degree in finance, Business, Science, Math preferred
• 3+ years post-graduate experience in asset management preferred
• Knowledge of financial markets, fixed income in particular, interest in investment strategies and security analysis
• Advanced Excel and PowerPoint skills required
• 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 portfolio and market data
• Prior experience building presentations, including graphic and data slides
• Excellent attention to detail and accountability, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment
• 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

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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