Client Reporting & Analytics Analyst

Neuberger Berman • Chicago, IL

2d • $65,000 - $80,000 • Hybrid

About The Position

As a Client Reporting & Analytics Analyst, you will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, supporting the Multi Sector Fixed Income portfolio management team. This role is responsible for compiling portfolio and market specific materials, including institutional client reporting, portfolio and product analytics, and bespoke institutional client exhibits. Our team works in close collaboration with Portfolio Management, Client Service, IT, Marketing, RFP and Legal teams and you will be involved in a variety of strategic and tactical projects across the asset class spectrum, delivering best in class client reporting and analytics.

Requirements

• 1-3 years of experience in asset management or a related industry, (with a focus on client reporting in fixed income or portfolio analytics would be preferred)
• Bachelor’s degree in Finance, Business, Science, Math preferred
• Knowledge of financial markets, fixed income in particular, interest in investment strategies and security analysis.
• Advanced Excel and PowerPoint skills required.
• 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 portfolio and market data.
• Excellent attention to detail and accountability, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment.
• Ability to communicate effectively with subject matter experts, incorporate edits based on instructions from investment, sales and legal teams.
• Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit.
• Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Nice To Haves

• Progress toward advanced certifications such as CFA, FRM, or CAIA are a plus.
• Experience working with Blackrock Aladdin, Clearwater and Bloomberg is preferred.

Responsibilities

• Develop a deep understanding of the firm’s fixed income strategies to be able to create in-depth and comprehensive client reports and client analytics.
• Produce monthly client reports and data for institutional and sub-advised clients.
• Provide portfolio analysis and reporting for Multi Sector Credit portfolios.
• Serve as a go-to- expert for data inquiries on portfolio exposures and summary statistics and deliver accurate and timely responses.
• Participate in firm wide initiatives aimed at enhancing client service-related strategies.
• Maintain confidentiality with client information and data.
• Stay updated with market trends and developments in fixed income markets.

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: Entry Level