Vice President, Client Reporting & Analytics Associate

Chicago, IL - USA

Monthly Salary: Not Disclosed

Posted on: 7 hours ago

Vacancies: 1 Vacancy

Job Summary

EMPLOYER: Neuberger Berman Group LLC

TITLE: Vice President Client Reporting & Analytics Associate

LOCATION: Chicago IL (A hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with company policies.)

DUTIES: Support U.S. Investment Grade and Insurance Fixed Income portfolio management teams. Develop client reports and client portfolio review decks. Compile portfolio and market-specific materials including institutional client reporting bespoke institutional client exhibits portfolio and product analytics as well as portfolio review materials. Partner with Portfolio Management Client Service IT Marketing RFP and Legal teams and collaborate in a variety of strategic and tactical projects across the asset class spectrum. 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 RFPs. Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses. Use key reporting tools to develop report content.

REQTS: Must have a Bachelors degree or foreign equivalent in any field plus five (5) years of experience with asset management in the position offered as a Financial Investment Analyst or a related position. Must have five (5) years of experience with all of the following: Developing investment strategies and performing security analysis for financial markets and fixed income investments; Interpreting portfolio performance creating accurate client deliverables and responding to client inquiries; Building presentations that incorporate both graphic elements and data-driven slides ensuring presentations align with brand standards and validating information included in the presentations to ensure reliability and consistency mitigating errors and enhancing credibility; Developing and constructing formula-driven Excel workbooks utilizing PivotTables XLOOKUP VBA and automation tools; Interpreting statistics and fixed income portfolio and market data including performance data asset allocation and attribution analytics identifying data that does not align with specific strategy characteristics; Engaging with subject matter experts and incorporating feedback from investment sales and legal teams; Utilizing financial data systems including Bloomberg and BlackRock Aladdin to analyze portfolio and fund performance and analytics; Reviewing the settings of financial data systems including Bloomberg and BlackRock Aladdin to troubleshoot data discrepancies and articulating the settings impact on reporting; and Developing client and investment reports that meet regulatory requirements including UCITS 1940 Act and MiFID II reporting regulations.

HOURS: Full-Time; Mon-Fri (40 hrs/week)

SALARY: $140026 - $140026 per year

TO APPLY: Applicants should click Apply here or email resume to Neuberger Berman Recruiting team at and reference Job # R0011581in the subject line. EOE/M/F/D/V.

#LI-DNI

Compensation Details

The salary range for this role is $140026-$140026. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. 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 revenue-based 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 retirement 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 .

Learn about the Applicant Privacy Notice.

Required Experience:

Exec

EMPLOYER: Neuberger Berman Group LLCTITLE: Vice President Client Reporting & Analytics AssociateLOCATION: Chicago IL (A hybrid work schedule may be permitted within a commutable distance from the worksite in accordance with company policies.)DUTIES: Support U.S. Investment Grade and Insurance Fi...