Client Portfolio Specialist

Neuberger Berman • Chicago, IL

10d • $120,000 - $135,000 • Onsite

About The Position

The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients (both internal and external), acting as a subject matter expert in Non-Investment Grade fixed income (Bonds, Loans, and CLOs). This role demands a technical understanding of credit markets and an ability to effectively communicate investment processes, performance, and market insights. The successful candidate will have relevant experience and a proven track record of supporting portfolio management in a fast-paced environment. The position reports to the Global Head of Fixed Income Client Portfolio Management.

Requirements

• 5+ years experience in an equivalent role
• Demonstrated and proven experience within a Product Specialist or Client Portfolio Management function.
• Asset Management industry experience required.
• Demonstratable expertise in Credit products, in particular HY Bonds, Loans, and CLOs
• Bachelor’s Degree essential
• Excellent communication and presentation skills both written and spoken.

Nice To Haves

• CFA or equivalent degree preferred.

Responsibilities

• To promote Neuberger Berman’s Fixed Income strategies, specifically Non-Investment Grade credit (inclusive of Bonds, Loans and CLOs)
• Partner with internal departments at Neuberger (Marketing, Collateral Management, Product Development and Management, Performance Analytics and Legal & Compliance) to maintain and evolve the articulation of our investment approach, process, and active management identity.
• Partner with the RFP Department to ensure accurate, well written responses to existing product language & help in crafting new language where necessary.
• Work with Neuberger Sales & Marketing teams to translate complex fixed income strategies and active positioning (e.g., duration management, credit selection, yield curve positioning) into digestible insights for clients and internal stakeholders
• Provide thought leadership by contributing to market commentary, white papers, and client-facing materials.
• Think strategically about positioning the firm’s Non-Investment grade Credit fixed income platform – develop market analysis, provide input into new product ideas.
• Overall - lead all non-investment related responsibilities for Non-Investment Grade products and solutions.
• Work with the Fixed Income Client PM/Specialist team to support strategic Fixed Income platform initiatives.

Benefits

• We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level