Client Portfolio Specialist

Neuberger Berman

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profile Job Location:

Chicago, IL - USA

profile Monthly Salary: $ 120000 - 135000
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firms Non-Investment Grade Investment team and its clients (both internal and external) acting as a subject matter expert in Non-Investment Grade fixed income (Bonds Loans and CLOs). This role demands a technical understanding of credit markets and an ability to effectively communicate investment processes performance and market insights.

The successful candidate will have relevant experience and a proven track record of supporting portfolio management in a fast-paced environment. The position reports to the Global Head of Fixed Income Client Portfolio Management.

Responsibilities:

To promote Neuberger Bermans Fixed Income strategies specifically Non-Investment Grade credit (inclusive of Bonds Loans and CLOs)

  • Partner with internal departments at Neuberger (Marketing Collateral Management Product Development and Management Performance Analytics and Legal & Compliance) to maintain and evolve the articulation of our investment approach process and active management identity.

  • Partner with the RFP Department to ensure accurate well written responses to existing product language & help in crafting new language where necessary.

  • Work with Neuberger Sales & Marketing teams to translate complex fixed income strategies and active positioning (e.g. duration management credit selection yield curve positioning) into digestible insights for clients and internal stakeholders

  • Provide thought leadership by contributing to market commentary white papers and client-facing materials.

  • Think strategically about positioning the firms Non-Investment grade Credit fixed income platform develop market analysis provide input into new product ideas.

  • Overall - lead all non-investment related responsibilities for Non-Investment Grade products and solutions.

  • Work with the Fixed Income Client PM/Specialist team to support strategic Fixed Income platform initiatives.

Qualifications:

  • 5 years experience in an equivalent role

  • Demonstrated and proven experience within a Product Specialist or Client Portfolio Management function.

  • Asset Management industry experience required.

  • Demonstratable expertise in Credit products in particular HY Bonds Loans and CLOs

  • Bachelors Degree essential & CFA or equivalent degree preferred.

  • Excellent communication and presentation skills both written and spoken.

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Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $120000-$135000. 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 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 .

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Required Experience:

IC

The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firms Non-Investment Grade Investment team and its clients (both internal and external) acting as a subject matter expert in Non-Investment Grade fixed income (Bonds Loans and CLOs). This role dem...
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Key Skills

  • Project / Program Management
  • Project Portfolio Management
  • Portfolio Management
  • Credit Analysis
  • Banking
  • Pricing
  • Analysis Skills
  • Project Management
  • Financial Analysis
  • Budgeting
  • Property Management
  • Contracts