Position Overview:

Neuberger believes that material sustainability considerations and stewardship are an important driver of long-term investment returns. We also understand that for some of our clients, the impact of their portfolio is an important consideration in conjunction with investment performance. The Equity Impact team works with global clients to deliver attractive investment performance and progress against client impact objectives through listed equity portfolios (US & Global). The successful candidate will be an integral part of the team with fundamental research, company coverage and sustainability responsibilities. The role is intended for an experienced professional in investment research, investment banking, asset management or accounting/valuation with an entrepreneurial attitude and applicable interest in sustainable outcomes. The successful candidate will be a member of the investment research team contributing to stock selection with senior portfolio managers and report to Senior Vice Presidents on the team.

As a Research Analyst, the candidate will work closely with our Global Equity Research and Data Science groups which provides in-depth company, sector and macro expertise to identify investment recommendations and emerging industry trends for the firm.

To accomplish our shared goals, our team employs deep, fundamental research on a universe of companies generating sustainable outcomes; leverages analysts’ strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and coordinates with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations.

Primary Responsibilities:

The Research Analyst will be responsible for driving stock selection via their research coverage and recommendations, collaboratively contributing to portfolio construction. This role entails idea generation, conducting fundamental and sustainability due diligence on potential investments, engaging with portfolio holdings and reporting on sustainable outcomes. The strategy Portfolio Managers will rely on the unique insights of the Research Analyst with an opportunity to shape the portfolio by contributing to position sizing, risk assessment, diversification and monitoring exposures. Work includes financial modelling; valuation; regular communication with management teams, industry experts, sell-side analysts and field research.

Neuberger prides itself on a culture that rewards rigorous analysis, challenging dialogue and professional and personal respect through robust opportunities for internal advancement.

Experience & Skills Qualifications:

• Minimum of 5+ years of investment banking, sell-side or buy-side research experience in equities

• Passion for investing with strong fundamental research skills such as deep-dive company analysis, financial modeling, valuation and industry/competitive assessments

• Prior experience or strong demonstrated interest in sustainable investing, with familiarity of industry frameworks and terminology

• Strong analytical and presentation skills with verbal and written communication skills to convey complex information succinctly

• Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through

• Must be able to provide strong personal and professional references

• Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets

• Enjoys collaborative projects and being part of a team building an innovative business

• Proficient to advanced skills with Microsoft Office, especially Excel

• FINRA series qualifications and professional certifications such as CFA are helpful

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 $150,000-$200,000. 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].

Learn about the Applicant Privacy Notice.