Associate Portfolio Manager
Associate Portfolio Manager
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Job Description
EMPLOYER: Neuberger Berman Group LLC
TITLE: Associate Portfolio Manager
LOCATION: New York NY (A telecommuting/hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with company policies.
DUTIES: Responsible for daily oversight rebalancing and trading of client portfolios that hold individual stocks managed to client specifications. Work with advisors and clients to educate them on the capabilities of custom separately managed accounts (SMAs) clientspecific taxmanagement and customization for personal values in an effort to continue to grow platform assets. Generate custom tax transition plans and manage the stages of transition associated with portfolios stock positions and client guidelines including the incorporation of options strategies. Participate in infrastructure development of custom SMA offerings requiring an understanding of equity investment markets quantitative portfolio optimization US tax code and security trading systems (Bloomberg).
REQTS: Must have a Bachelors degree or foreign equivalent in Finance Economics or a related field plus five 5 years of experience in the position offered or as a Portfolio Specialist/Analyst or a related position. Must have five 5 years of experience with all of the following: Portfolio management responsibility for direct indexing strategies or custom separately managed accounts at scale (greater than $100 million in assets under management or 100 client accounts); Quantitative portfolio optimization and risk management using Python and Matlab; Single name and index options strategies for taxable and nontaxable clients including callwriting putwriting and collars; Working in a clientfacing role presenting to large audiences and publishing investment insights related to quantitative factor investing custom SMAs and/or tax management for different investment channels including Institutional Intermediary/RIA Private Wealth advisors and end clients; Evaluating passive quantitative factor and fundamental active strategies to determine suitability for tax management overlays and ESG customization; Reviewing client portfolios using Bloomberg FactSet and S&P CapitalIQ; Communicating investment risk metrics (including tracking risk marginal contribution to active risk and active share) optimization parameters portfolio attribution and aftertax return calculations to Institutional Intermediary/RIA Private Wealth advisors and end clients; and Trade preparation or of large batches of equity trades across multiple brokers and custodians including handling of corporate actions ADRs and pink sheets. Must be a Chartered Financial Analyst (CFA).
HOURS: FullTime; MonFri 40 hrs/week)
SALARY: $200000 $200000 per year
TO APPLY: Applicants should click Apply here or email resume to Neuberger Berman Recruiting team at and reference Job # Rin the subject line. EOE/M/F/D/V.
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Compensation Details
The salary range for this role is $200000$200000. 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:
Manager
Employment Type
Full-Time
