Research Associate

Neuberger Berman•New York, NY

10d

About The Position

The Quality Equity Group creates quality-focused, long-term-oriented, long-only, large-cap equity portfolios for institutional clients. Its investment philosophy focuses on high-quality franchises with enduring sustainable competitive advantages, financially sound business models, rational valuations, and high-integrity management and governance. The team seeks a research professional who will have independent coverage and work closely with senior research analysts and the portfolio manager to help drive performance.

Requirements

2–5+ years of experience in financial analysis.
In-depth knowledge of one or two sectors or industries.
Exposure to international equity markets.
Ability to articulate clear and concise investment recommendations verbally and in writing.
Openness to debating major issues and ability to move forward when the team reaches a different point of view.
If not already held, obtain Series 7 and Series 66 licenses within six months of employment.
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

Foreign-language skills or work experience.
Work experience outside financial firms or financial analysis.
Advanced degree and/or CFA designation.

Responsibilities

Follow company activities, results, and valuations and make trading recommendations for current positions.
Generate new investment ideas to add performance and/or control risk.
Conduct primary analysis and maintain dialogue with company management teams, industry sources, and sell-side analysts.
Build and maintain in-depth fundamental models for each company and integrate them into the team’s valuation framework and research management system.
Help identify areas of opportunity and/or risk to improve overall performance.
Support the team’s marketing efforts internally and with clients and gatekeepers.
Travel as needed for site visits, competitor analysis, and investment conferences.