Senior Research Analyst

This team member will be responsible for assisting in the origination underwriting and monitoring of primarily investment grade privately placed (4a2) debt securities for institutional clients with varying portfolio addition this person will be involved in all aspects of business development working closely with both internal sales teams as well as legal compliance and risk.

Primary Responsibilities:

• Evaluate new investments: Perform in-depth due diligence including credit analysis research and financial modeling as well as assessing documentation issues with the legal department and determining relative value.

• Investment committee materials: Prepare detailed investment memos and present recommendations for new investments amendments or waivers.

• Portfolio monitoring: Active management and surveillance of existing portfolio credits including reviewing financial statements covenant compliance credit developments and rating agency actions.

• Relationship management: Engage with sell-side agents sponsors and investment banks to build relationships and source differentiated deal flow.

• Secondary trading: Be proactive and thoughtful around client portfolio demand and potential secondary trading opportunities.

• Industry Initiatives: Stay active and up to date on industry and regulatory developments.

• Business development: Partner with various sales teams in the firm to drive broader business development including client marketing and responding to RFPs.

• Internal collaboration: Work closely with legal compliance and risk management to ensure timely communication and efficient management of projects and deals.

Required Qualifications & Skills:

• 10 years of relevant experience in investment grade private placements and portfolio management.

• Bachelors degree in finance accounting or a related field.

• Strong financial modeling valuation powerpoint and excel skills.

• Self-starter who has deep knowledge of fixed income markets products and solutions as well as the broader capital markets.

• Solution-oriented team player with strong verbal written communication and negotiation skills and attention to detail.

• Ability to work effectively within a fast-paced and highly collaborative global firm. This role will serve as a critical nexus to the firms sales teams as well as operations legal risk and marketing.

• Resourcefulness proactiveness ability to multi-task team-player attitude and a desire to work on a wide range of projects and manage them effectively.

• Initiative and creative approach to problem solving.

#LI-LN1

#LI-Hybrid

Compensation Details

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 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.