As a Client Reporting & Analytics Analyst, you will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, supporting the Non-Investment Grade and Insurance Fixed Income portfolio management teams. This role is responsible for compiling portfolio and market specific materials, including institutional client reporting, , portfolio and product analytics, and bespoke institutional client exhibits. Our team works in close collaboration with Portfolio Management, Client Service, IT, Marketing, RFP and Legal teams and you will be involved in a variety of strategic and tactical projects across the asset class spectrum, delivering best in class client reporting and analytics. 

 

Primary Responsibilities

 

• Develop a deep understanding of the firm’s Non-Investment Grade fixed income strategies to be able to create in-depth and comprehensive client reports and client analytics
• Produce monthly client reports and data for institutional and sub-advised clients.
• Provide portfolio analysis and reporting for High Yield and Senior Loan portfolios.
• Serve as a go-to- expert for data inquiries on portfolio exposures and summary statistics and deliver accurate and timely responses
• Participate in firm wide initiatives aimed at enhancing client service-related strategies
• Maintain confidentiality with client information and data
• Stay updated with market trends and developments in fixed income markets

 

Key Requirements / Qualifications (essential unless stated)

 

• 1-3 years of experience in asset management or a related industry, (with a focus on client reporting in fixed income or portfolio analytics would be preferred)
• Bachelor’s degree in finance, Business, Science, Math preferred

• Progress toward advanced certifications such as CFA, FRM, or CAIA are a plus.

• Knowledge of financial markets, fixed income in particular, interest in investment strategies and security analysis
• Advanced Excel and PowerPoint skills required
• Experience working with Blackrock Aladdin, Clearwater and Bloomberg is preferred
• Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
• Analytical and comfortable working with and interpreting statistics and fixed income portfolio and market data
• Excellent attention to detail and accountability, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment
• Ability to communicate effectively with subject matter experts, incorporate edits based on instructions from investment, sales and legal teams
• Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit

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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $65,000-$80,000. 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 employee’s 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 Company's sole discretion unless and until paid and may be modified at the Company’s 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 [email protected].

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