Client Portfolio Analytics Specialist

1 month ago

London, Greater London, United Kingdom Neuberger Berman Full time
Role Overview:

The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional client reporting, macro-economic exhibits, bespoke institutional client exhibits, portfolio and product analytics, and portfolio review materials.

Key Responsibilities:

  • Develop in-depth understanding of the firm's global fixed income strategies to create client reports and portfolio review decks.
  • Run performance attribution reports and ad-hoc queries to identify main drivers of portfolio performance.
  • Collaborate with the team to deliver on all global clients' analytics reporting requirements in accordance with established investment management agreements.
  • Function as the primary point of contact for data regarding portfolio exposures and summary statistics, delivering accurate and timely responses.
  • Develop proficiency in key reporting tools, creating report content and partnering with IT to drive enhancements to end-client deliverables.
  • Participate in firm-wide, client service-related strategic initiatives.
  • Work on key projects to create time-saving efficiencies for the global team.
  • Effectively communicate with investment strategy subject matter experts, incorporating edits based on instructions from investment, sales, and legal teams.
  • Develop and maintain Python scripts for data analysis and workflow automation.
Requirements:
  • Experience using Python to automate workflows.
  • Advanced Excel and PowerPoint skills required.
  • Bachelor's Degree in Finance, Business, Science, or Math preferred.
  • 4+ years post-graduate experience in asset management preferred.
  • Knowledge of financial markets, fixed income, interest in investment strategies, and security-level analysis such as performance attribution.
  • 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 market data.
  • Prior experience building presentations, including graphic and data slides.
  • Highly motivated team-player with a desire to work on a wide range of projects, collaborative, and self-starter.
  • Accountable with excellent attention to detail, strong organizational skills, and ability to prioritize work within a dynamic, deadline-driven environment.

Neuberger Berman is an equal opportunity/affirmative action 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 us.

Learn about the benefits of working at Neuberger Berman.

  • Client Portfolio Analytics Specialist

    2 weeks ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The Client Portfolio Analytics Associate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including...

  • Client Portfolio Analytics Specialist

    3 weeks ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a key role in the London Client Reporting & Portfolio Analytics team, supporting the European High Yield and global fixed income portfolio management teams. This individual will be responsible for compiling portfolio and market-specific materials, including institutional client reporting, macro-economic...

  • Client Portfolio Analytics Specialist

    1 month ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Client Portfolio Analytics Specialist

    2 months ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Client Portfolio Analytics Specialist

    2 months ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Client Portfolio Analytics Specialist

    1 month ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Client Portfolio Analytics Specialist

    4 weeks ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Client Portfolio Analytics Specialist

    4 weeks ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Portfolio Analytics Specialist

    2 weeks ago

    London, Greater London, United Kingdom Jigsaw Financial Full time

    We are seeking a skilled Portfolio Analytics Specialist to join our team at Jigsaw Financial. This role will focus on automating and streamlining the investment risk and portfolio analytics function.Key responsibilities include:Developing quantitative analytics for Portfolio ManagementAutomation of risk and analytical processesAutomation of performance...

  • Portfolio Analytics Specialist

    2 months ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Portfolio Analytics Specialist

    2 months ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role Overview:The successful candidate will play a pivotal role within the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This individual will be directly supporting the European High Yield and global fixed income portfolio management teams, responsible for compiling portfolio and market-specific materials, including institutional...

  • Portfolio Analytics Specialist

    6 hours ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    Role 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 Specialist

    3 weeks ago

    London, Greater London, United Kingdom Jigsaw Financial Full time

    Portfolio Analytics TeamWe are seeking highly skilled professionals to join our Portfolio Analytics team, responsible for automating and streamlining the investment risk and portfolio analytics function.Key ResponsibilitiesDevelop and implement quantitative analytics for portfolio managementAutomate risk and analytical processes to improve efficiencyDesign...

  • Asset Associate

    2 months ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    About the RoleThe Client Portfolio Analytics Associate will play a crucial role in the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This position requires collaboration with various teams, including Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP, and Legal, to deliver strategic and tactical marketing...

  • Asset Associate

    2 months ago

    London, Greater London, United Kingdom Neuberger Berman Full time

    About the RoleThe Client Portfolio Analytics Associate will play a crucial role in the London Client Reporting & Portfolio Analytics team at Neuberger Berman. This position requires collaboration with various teams, including Portfolio Analytics, Client Service, Portfolio Management, Marketing, RFP, and Legal, to deliver strategic and tactical marketing...

  • Portfolio Analytics Director

    2 weeks ago

    London, Greater London, United Kingdom https:jobs-redefined.cositemap Full time

    About the RoleEvelyn Partners is seeking a highly skilled Portfolio Analytics Director to lead the newly created Portfolio Analytics Team. As a key member of our organization, you will be responsible for managing and developing a small team of Portfolio Analysts, ensuring the team's tools, platforms, and processes are sufficient to deliver BAU production of...

  • Portfolio Analytics Director

    1 month ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    Job Title: Director of Portfolio AnalyticsEvelyn Partners is seeking a highly skilled Director of Portfolio Analytics to lead our newly created Portfolio Analytics Team. As a key member of our investment team, you will be responsible for setting up and leading the team, managing and developing a small team of Portfolio Analysts, and ensuring the tools,...

  • Portfolio Analytics Director

    1 month ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    Job Title: Director of Portfolio AnalyticsEvelyn Partners is seeking a highly skilled Director of Portfolio Analytics to lead our newly created Portfolio Analytics Team. As a key member of our investment team, you will be responsible for setting up and leading the team, managing and developing a small team of Portfolio Analysts, and ensuring the tools,...

  • Portfolio Analytics Director

    1 month ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    Job Title: Director of Portfolio AnalyticsEvelyn Partners is seeking a highly skilled Director of Portfolio Analytics to lead our newly created Portfolio Analytics Team. As a key member of our investment team, you will be responsible for setting up and leading the team, managing and developing a small team of Portfolio Analysts, and ensuring the tools,...

  • Portfolio Analytics Director

    1 month ago

    London, Greater London, United Kingdom Evelyn Partners Full time

    Job Title: Director of Portfolio AnalyticsEvelyn Partners is seeking a highly skilled Director of Portfolio Analytics to lead our newly created Portfolio Analytics Team. As a key member of our investment team, you will be responsible for setting up and leading the team, managing and developing a small team of Portfolio Analysts, and ensuring the tools,...