Client Reporting & Analytics Analyst – Non-Investment Grade Fixed Income

Neuberger Berman•Chicago, IL

6d•$65,000 - $80,000•Hybrid

About The Position

The Client Reporting & Analytics Analyst is part of the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, supporting the Non-Investment Grade and Insurance Fixed Income portfolio management teams. The role compiles portfolio- and market-specific materials, including institutional client reporting, portfolio and product analytics, and bespoke institutional client exhibits. It works closely with Portfolio Management, Client Service, IT, Marketing, RFP, and Legal teams on strategic and tactical projects across the asset class spectrum, delivering client reporting and analytics.

Requirements

1–3 years of experience in asset management or a related industry.
Knowledge of financial markets, particularly fixed income, and an interest in investment strategies and security analysis.
Advanced Excel and PowerPoint skills.
Experience developing and constructing formula-driven spreadsheets, pivot tables, and macros.
Strong analytical skills and comfort 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 in a dynamic, deadline-driven environment.
Ability to communicate effectively with subject matter experts and incorporate edits based on instructions from investment, sales, and legal teams.
Motivation to work across a wide range of projects, with a collaborative and entrepreneurial spirit; strong team-player orientation.
Authorization and the right to work in the country where the role is located without the need for current or future sponsorship.

Nice To Haves

Focus on client reporting in fixed income or portfolio analytics.
Bachelor’s degree in finance, business, science, or math.
Progress toward advanced certifications such as CFA, FRM, or CAIA.
Experience with BlackRock Aladdin, Clearwater, and Bloomberg.

Responsibilities

Develop a deep understanding of the firm’s Non-Investment Grade fixed income strategies to create in-depth and comprehensive client reports and analytics.
Produce monthly client reports and data for institutional and sub-advised clients.
Provide portfolio analysis and reporting for High Yield and Senior Loan portfolios.
Serve as a go-to expert for portfolio exposure and summary-statistics data inquiries, delivering accurate and timely responses.
Participate in firm-wide initiatives aimed at enhancing client service-related strategies.
Maintain confidentiality of client information and data.
Stay updated on trends and developments in fixed income markets.