Client Reporting Analytics Associate - Fixed Income
Client Reporting Analytics Associate - Fixed Income
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$ 80000 - 100000
1 Vacancy
Job Description
As a Client Reporting & Analytics Associate will play a pivotal role in the Global Client Platform Group with a primary focus on supporting Collateralized Loan Obligation (CLO) clients. You will be compiling strategyspecific portfolio data and producing clientfacing materials such as detailed reports market exhibits commentary and analytics for marketing materials (e.g. pitch books factsheets) and portfolio reviews. It provides direct support to Portfolio Management and Institutional Client Coverage teams focusing on the creation of institutional client reports portfolio/product analytics and review materials. The role requires collaboration with Portfolio Management Client Service Marketing RFP Technology and Legal teams to deliver clientready materials and contribute to strategic projects across asset classes.
This role requires a deep understanding of Fixed Income strategies attention to detail and the ability to produce highquality deliverables that meet clientspecific needs.
There are significant growth opportunities in this position with the potential to expand exposure across various investment strategies including equities fixed income and multiasset classes; A strong aptitude for investment data analytics intellectual curiosity and the ability to collaborate across teams are critical for success.
Primary Responsibilities:
Develop expertise in Neuberger BermansAssetBacked/CLOand Liquid Alternatives strategies to produce strategyspecific portfolio analytics with the opportunity to expand knowledge across other asset classes over time.
Serve as a key liaison for Portfolio Managers collaborating oninvestment performance portfolio exposures and summary statisticsfor accurate and timely production ofinvestment analytics packages.
Address clientspecific inquiries regardingCLO portfolios and strategies providing timely and precise responses.
Produce highqualityclient materials includingstandard and custom reports portfolio review presentations and marketrelated analytics in alignment with client reporting requirements.
Assist in onboarding new clients and support strategic initiatives such as fund launches RFPs and client due diligence questionnaires by creating analyses and presentations.
Work with portfolio management teams to manage adhoc inquiries and deliver tailored solutions for small projects.
Partner with project management teams and IT toautomate and streamline portfolio analysis and client reporting workflows enhancing efficiency and accuracy.
Ensure the integrity of data and the accurate production ofinvestment analytics packagesfor CLO portfolios.
Key Requirements / Qualifications:
Bachelors degree in finance business science or math
4 years of experience in Client Reporting within asset management or financial services required with a strong emphasis on Fixed Income highly preferred.
Direct experience with CLOs or AssetBacked Securities is strongly plus.
Comprehensive knowledge of financial markets particularly Fixed Income and a strong interest in investment strategies.
Advanced proficiency in Excel (including macros and pivot tables) and PowerPoint required; experience with programming languages (e.g. VBA SQL Python) preferred.
Familiarity with Intex and BlackRock Aladdin is a plus.
Exceptional organizational skills attention to detail and the ability to manage deliverables in a dynamic deadlinedriven environment.
Excellent communication and interpersonal skills with the ability to collaborate across teams and present complex information effectively.
Analytical mindset with the ability to interpret Fixed Income portfolio and market data.
Additional qualifications:
CFA Charter or pursuing CFA (or equivalent) is preferred.
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Compensation Details
The salary range for this role is $80000$100000. 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 the job posting location. An employees 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 business sector performance shift travel requirements sales or revenuebased metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. 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 Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
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
