Client Portfolio Analyst

4 weeks ago

London, Greater London, United Kingdom Neuberger Berman Full time

Role 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, macro-economic exhibits, bespoke institutional client exhibits, portfolio and product analytics, and portfolio review materials.

Primary Responsibilities:

  1. Gain an in-depth understanding of the firm's global fixed income strategies to develop client reports and client portfolio review decks.
  2. Run performance attribution reports and ad-hoc queries into the main drivers of portfolio performance.
  3. Assist the team in delivering on all global clients' analytics reporting requirements in accordance with established investment management agreements.
  4. Function as the primary point of contact for data regarding portfolio exposures and summary statistics, delivering accurate and timely responses.
  5. Develop proficiency in key reporting tools, creating report content and partnering with IT to enhance end-client deliverables.
  6. Participate in firm-wide, client service-related strategic initiatives.
  7. Contribute to key projects creating time-saving efficiencies for the global team.
  8. Effectively communicate with investment strategy subject matter experts, incorporating edits based on instructions from investment, sales, and legal teams.
  9. Develop and maintain Python scripts for data analysis and workflow automation.

Qualifications:

  • Experience using Python for workflow automation.
  • 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 developing and constructing 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.

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