Equity Research Analyst, Impact Investing - Vice President

Neuberger Berman•New York, NY

22d

About The Position

Position Overview: Neuberger Berman believes that material sustainability considerations and stewardship are an important driver of long-term investment returns. We also understand that for some of our clients, the impact of their portfolio is an important consideration in conjunction with investment performance. The Equity Impact team works with global clients to deliver attractive investment performance and progress against client impact objectives through listed equity portfolios (US & Global). The successful candidate will be an integral part of the team with fundamental research, company coverage and sustainability responsibilities. The role is intended for an experienced professional in investment research, investment banking, asset management or accounting/valuation with an entrepreneurial attitude and applicable interest in sustainable outcomes. The successful candidate will be a member of the investment research team contributing to stock selection with senior portfolio managers and report to Senior Vice Presidents on the team. As a Research Analyst, the candidate will work closely with our Global Equity Research and Data Science groups which provides in-depth company, sector and macro expertise to identify investment recommendations and emerging industry trends for the firm. To accomplish our shared goals, our team employs deep, fundamental research on a universe of companies generating sustainable outcomes; leverages analysts’ strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and coordinates with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations. Primary Responsibilities: The Research Analyst will be responsible for driving stock selection via their research coverage and recommendations, collaboratively contributing to portfolio construction. This role entails idea generation, conducting fundamental and sustainability due diligence on potential investments, engaging with portfolio holdings and reporting on sustainable outcomes. The strategy Portfolio Managers will rely on the unique insights of the Research Analyst with an opportunity to shape the portfolio by contributing to position sizing, risk assessment, diversification and monitoring exposures. Work includes financial modelling; valuation; regular communication with management teams, industry experts, sell-side analysts and field research. Neuberger Berman prides itself on a culture that rewards rigorous analysis, challenging dialogue and professional and personal respect through robust opportunities for internal advancement.

Requirements

Minimum of 5+ years of investment banking, sell-side or buy-side research experience in equities
Passion for investing with strong fundamental research skills such as deep-dive company analysis, financial modeling, valuation and industry/competitive assessments
Prior experience or strong demonstrated interest in sustainable investing, with familiarity of industry frameworks and terminology
Strong analytical and presentation skills with verbal and written communication skills to convey complex information succinctly
Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through
Must be able to provide strong personal and professional references
Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets
Enjoys collaborative projects and being part of a team building an innovative business
Proficient to advanced skills with Microsoft Office, especially Excel
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

FINRA series qualifications and professional certifications such as CFA are helpful

Responsibilities

driving stock selection via their research coverage and recommendations
collaboratively contributing to portfolio construction
idea generation
conducting fundamental and sustainability due diligence on potential investments
engaging with portfolio holdings
reporting on sustainable outcomes
contributing to position sizing, risk assessment, diversification and monitoring exposures
financial modelling
valuation
regular communication with management teams, industry experts, sell-side analysts and field research