Portfolio Analyst & Trader

Neuberger Berman • Chicago, IL

4d

About The Position

Neuberger is seeking a Portfolio Analyst & Trader to join its Core Bond, Core Plus and US Rates teams, key strategies within its $88 billion Investment Grade Fixed Income platform. Working closely with Senior Portfolio Managers and Traders, the successful candidate will help implement strategies across institutional separate accounts and commingled funds. The role reports to the Lead Portfolio Manager for Core Bond and Core Plus, with additional mentorship from experienced team members and potential career paths in trading and portfolio management across Neuberger’s Investment Grade Fixed Income platform.

Requirements

• 0–4 years of experience in trading or research on the buy-side or sell-side.
• Bachelor’s degree.
• Interest in financial markets, macroeconomics and investing.
• Analytical skills and ability to solve problems creatively in a changing financial market environment.
• Interpersonal and communication skills.
• Motivation and resourcefulness as a self-starter.
• Attention to detail and organizational skills.
• Experience with trading platforms, financial market data sources and portfolio management systems.
• Fluency with AI tools.
• Applicants must be authorized and have the right to work in the country where the role is located without current or future sponsorship.

Nice To Haves

• Fixed income experience.
• Strong academic credentials in Economics, Finance, Accounting, Engineering, Mathematics or a related field.
• Familiarity with fixed income concepts.

Responsibilities

• Coordinate portfolio construction and implementation for Core Bond, Core Plus and US Rates portfolios, including understanding objectives and guidelines across portfolios.
• Monitor portfolio exposures, performance and risk to inform portfolio strategy and maintain targeted exposures.
• Develop expertise in portfolio management systems and processes.
• Identify opportunities to improve portfolio implementation and trading processes.
• Execute trades in Treasuries and related derivatives, TIPS, supranationals and agencies across electronic and voice platforms.
• Develop and maintain relationships with sell-side sales and trading counterparties.
• Collaborate with middle office and operations colleagues to ensure orderly trading and workflow.

Benefits

• Paid time off.
• Medical, dental and vision insurance.
• Retirement contributions.
• Life insurance.
• Other benefits for eligible employees.
• Eligibility for a discretionary bonus.

What This Job Offers

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