Portfolio Analytics and Marketing Materials
6 months ago
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 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.
Primary Responsibilities:
- Participate in the monthly factsheet production cycle with maintenance and delivery of factsheets to investment teams and internal/external distribution
- Accountable for the timely update of multiple marketing materials including profiles and product briefs; also assist with commentaries and pitchbooks
- 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
Requirements (essential unless stated):
- 2:1 or above University degree.
- High level of accuracy and attention to detail
- Strong interpersonal skills and ability to collaborate with a diverse group of professionals
- Excellent time-management, planning and organisational skills
- Deadline-driven, collaborative, and able to multi-task
- Solutions-oriented and proactive with the ability to improve processes
- Experience working with Microsoft Excel, PowerPoint and Word is essential
- An interest in using ChatGPT to improve and automate processes
- 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
- Curious and willing to learn about the industry
- ._
- Learn about the _
- Applicant Privacy Notice_
- ._
-
Client Portfolio Analytics
7 hours ago
London, United Kingdom Goodman Masson Full timeThis role involves creating tailored client materials, including reporting, macroeconomic exhibits, and portfolio analytics. The successful candidate will collaborate across multiple teams-Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP, and Legal-to contribute to strategic marketing initiatives and gain exposure to projects across...
-
Client Portfolio Analytics Associate
3 months ago
London, United Kingdom Neuberger Berman Full timeRole Overview:The candidate will play an integral role within the London Client Reporting & Portfolio Analytics team. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams and will be responsible for compiling portfolio and market specific materials, including institutional client reporting,...
-
Senior Marketing Analytics Specialist
1 week ago
London, Greater London, United Kingdom Tiger Analytics Full timeTiger Analytics is a pioneering analytics company that develops bespoke solutions for Fortune 100 companies using AI and data technology. With offices in the US, UK, India, and Singapore, we have a substantial remote global workforce.We are market leaders in AI and analytics consulting for the retail & CPG industry, generating over 40% of our revenues from...
-
Marketing Portfolio Manager
3 weeks ago
London, Greater London, United Kingdom Moreish Marketing Full timeMarketing Portfolio ManagerAt Moreish Marketing, we're seeking an experienced Marketing Portfolio Manager to join our team. As a key member of our client services team, you will be responsible for managing a portfolio of 4-5 accounts, developing strong client relationships, and collaborating with internal and external creative teams.Key...
-
Trainee - Client Portfolio Analytics
5 months ago
London, United Kingdom Neuberger Berman Full timeThe Client Reporting and Portfolio Analytics team provide timely and accurate portfolio characteristics data to meet client specific as well as regulatory reporting requirements. Role Overview As part of a global business, you will gain exposure to our diverse and talented investment and operations teams that include key stakeholders such as Portfolio...
-
Portfolio Analytics Specialist
3 weeks ago
London, Greater London, United Kingdom Neuberger Berman Full timeRole Overview:The successful candidate will be a key member of the London Client Reporting & Portfolio Analytics team, collaborating with other teams to deliver strategic and tactical initiatives. This role offers the opportunity to gain meaningful exposure to projects across the asset class spectrum and sales distribution...
-
Portfolio Analytics Lead
1 week ago
London, Greater London, United Kingdom Impax Asset Management Full timeAbout the RoleAt Impax Asset Management, we are looking for an experienced Portfolio Analytics Lead to oversee the implementation of data solutions via systems, collaborate with stakeholders to ensure reporting data solutions meet business requirements, and lead the implementation of systems to promote efficient internal/external reporting activity.The...
-
Senior Marketing Analytics Lead
1 week ago
London, Greater London, United Kingdom Tiger Analytics Full timeTiger Analytics is a pioneer in harnessing the power of AI and analytics to solve complex business problems globally. Our team develops bespoke solutions leveraging data and technology for Fortune 100 companies, with offices across the US, UK, India, and Singapore.We are market leaders in AI and analytics consulting, particularly in the retail & CPG...
-
Data Analytics Portfolio Lead
1 week ago
London, Greater London, United Kingdom Piper Maddox Full timeData Analytics Portfolio Lead: Leverage data to drive strategic decisions and fuel campaign success.As a Data Analytics Portfolio Lead, you will delve into campaign data, uncover trends, and develop insights to optimize our marketing portfolio for maximum impact. This role requires proficiency in data analysis, using tools like SQL, Python, R, and Tableau,...
-
Portfolio Risk Analytics Expert
2 weeks ago
London, Greater London, United Kingdom Barings Full timeAbout BaringsBarings is a global investment manager with over $325+ billion in assets under management. We source differentiated opportunities and build long-term portfolios across public and private fixed income, real estate, and specialist equity markets.We have a team of experienced investment professionals based in North America, Europe, and Asia Pacific...
-
Portfolio Analytics
4 months ago
London, UK, United Kingdom Jigsaw Financial Full timeWe’re looking to make multiple hires within a Portfolio Analytics team. These roles are being hired due to growth and will focus on automating and streamlining the investment risk and portfolio analytics function. Salary: various levels from junior to senior. Experience of the following is required: Developing quantitative analytics for Portfolio...
-
Portfolio Analytics
4 months ago
London, United Kingdom Jigsaw Financial Full timeWe’re looking to make multiple hires within a Portfolio Analytics team. These roles are being hired due to growth and will focus on automating and streamlining the investment risk and portfolio analytics function. Salary: various levels from junior to senior. Experience of the following is required: Developing quantitative analytics for Portfolio...
-
Senior Associate, Portfolio
3 weeks ago
London, United Kingdom Barings Full timeBarings - Career Opportunity At Barings, we recognize those who wish to develop and progress internally. We are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies,...
-
London, Greater London, United Kingdom Marketing Talent | Marketing Recruitment Experts Full timeSenior Marketing Manager Role OverviewWe are seeking a highly skilled Senior Marketing Manager to join our team at Marketing Talent | Marketing Recruitment Experts. As a Senior Marketing Manager, you will be responsible for leading the development and execution of marketing strategies across our portfolio of subscription & intelligence products, events...
-
Business Analytics Lead
1 month ago
London, Greater London, United Kingdom Geospatial And Cloud Analytics Inc Full timeAt Geospatial And Cloud Analytics Inc, we're on a mission to harness the power of data to drive business growth. As a Business Analytics Lead, you'll be a key player in our Commercial and Marketing teams, leveraging your expertise in data analytics to inform strategic decision-making.Key Responsibilities:Develop and maintain data-driven insights to support...
-
Strategic Product Marketing Director
3 weeks ago
London, Greater London, United Kingdom Clarivate Analytics Full timeAbout the OpportunityWe are seeking a highly skilled Director, Product Marketing to join our team at Clarivate Analytics. In this role, you will play a key part in driving the adoption and retention of our IP Management Software portfolio.The Ideal Candidate:Should have a proven track record in product marketing with 10+ years of experience in B2B...
-
Institutional Portfolio Analytics Analyst
7 days ago
London, UK, United Kingdom myGwork Full timeThis job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. The Opportunity:As a Fisher Investments Europe Institutional Portfolio Analyst (IPA Analyst), you will support institutional sales and service by...
-
Data Analytics Leader
1 week ago
London, Greater London, United Kingdom Datatech Analytics Full timeJob Summary:We are seeking a Data Analytics Leader to join our team in Central London. This role offers a competitive salary of £68,000-£78,000 + bonus and provides opportunities for professional growth and development.About the Role:As a Data Analytics Leader, you will be responsible for leading client relationships, driving project management, and...
-
Marketing Agency Analytics, Dashboarding
5 months ago
London, United Kingdom Datatech Analytics Full time**Description**: Marketing Agency Analytics, Dashboarding & Reporting Hybrid working/Central London offices 3 days per week - Salary up to £40,000 dependent on skills & experience - J12675 Working with one of the UK's leading independent media agencies, and fast growing. A fantastic opportunity to work with a pool of clients taking requirements from...
-
Client Portfolio Analyst
4 weeks ago
London, Greater London, United Kingdom Neuberger Berman Full timeRole Overview:The Neuberger Berman Client Portfolio Analytics Associate will play a pivotal role in the London Client Reporting & Portfolio Analytics team, supporting European High Yield and global fixed income portfolio management teams. Key responsibilities will include compiling portfolio and market-specific materials, institutional client reporting,...