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Graduate Management Trainee: Marketing

1 month ago

London, United Kingdom Neuberger Berman Full time

Information regarding Neuberger Berman’s privacy policy is available under Important Links on .
Portfolio Analytics and Marketing Materials Management Trainee page is loaded Portfolio Analytics and Marketing Materials Management Trainee
Apply locations London time type Full time posted on Posted 30 Days Ago job requisition id R0009283 Role Overview:
We are seeking a finance, economics, mathematics or computer science graduate for a 12-month traineeship at Neuberger Berman.
The trainee will work with both the Collateral Management Team (CMT) and Client Reporting Team (CRT). The successful applicant will have the opportunity to join the client coverage group serving a range of key stakeholders with both data and marketing materials.
Working with CMT, the candidate will assist on the production of marketing materials and on the improvement of existing processes. The successful candidate will have exposure to all asset classes by participating in the issuance of factsheets for the UCITS/QIAIF platform, collaborate on select marketing materials, and partner with a range of teams globally. The trainee will develop an understanding of the firm's diverse product offerings and investment capabilities.
Working with CRT, the primary focus of the role will be to automate portfolio analytics for client reports, support the team with administrative projects and produce reporting, client questionnaires, data quality and collection, and ad-hoc requests.
The role would provide an excellent opportunity for a candidate to learn about the world of investment management and investment solutions as the teams interacts with all areas of the business.
Accountable for the timely update of multiple marketing materials including profiles and product briefs; Improve the quality and efficiency of existing data processes
Partner with Compliance for the approval of marketing materials for distribution
Automate reporting templates, and improve the efficiency of monthly deliverables for the client reporting team (Excel and PowerPoint templates)
Maintain and improve tracking mechanism for client reports and ad-hoc requests
Automate data aggregation & update team’s SharePoint site with historical analytics
Assist in vendor and IT related projects (Morningstar, Aladdin, Bloomberg, Investment Monthly Report and data warehouse)
Respond to RFP data and ad-hoc requests as required
Excellent time-management, planning and organisational skills
~ Experience working with Microsoft Excel, PowerPoint and Word is essential
~ Experience in a Marketing or Client Reporting role at an asset management firm preferred
~ Basic understanding of financial markets and interest in investment management
~ Morningstar Publishing System, Seismic and Workfront software knowledge preferred but not essential
~ An interest in developing Excel, VBA and Python knowledge
~ 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 onlineaccommodations@nb.com .
Trainee - Client Portfolio Analytics
locations London time type Full time posted on Posted 15 Days Ago Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

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