Client Reporting Analytics Associate
Client Reporting Analytics Associate
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Job Description
Role Overview:
The candidate 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 institutional client reporting macroeconomic exhibits bespoke institutional client exhibits portfolio and product analytics and portfolio review materials. Successful applicants will collaborate with Portfolio Analytics Client Service Portfolio Management 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 firms global fixed income strategies with requisite depth to be able to develop client reports and client portfolio review decks
- Run performance attribution reports and adhoc queries into the main drivers of Portfolio performance
- 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 endclient deliverables
- Participate in firm wide client service related strategic initiatives
- Working on key projects to create time saving efficiencies for the global team
- Ability to communicate effectively with investment strategy subject matter experts incorporate edits based on instructions from investment sales and legal teams
- Develop and maintain Python scripts for data analysis and workflow automation.
Qualifications:
- Experience using Python to automate workflows.
- Advanced Excel and PowerPoint skills required.
- Bachelors Degree in Finance Business Science or Maths preferred
- 3 years postgraduate experience in asset management preferred
- Knowledge of financial markets fixed income interest in investment strategies and securitylevel analysis such as performance attribution
- Experience in the development and construction of formuladriven 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
- Highly motivated teamplayer with a desire to work on a wide range of projects collaborative and self starter.
- Accountable with excellent attention to detail strong organizational skills and ability to prioritize work within a dynamic deadlinedriven environment
Neuberger Berman is an equal opportunity 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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Required Experience:
IC
Employment Type
Full-Time
