Senior Research Analyst

Neuberger Berman•New York, NY

4h•$170,000 - $220,000•Hybrid

About The Position

This team member will be responsible for assisting in the origination, underwriting and monitoring of primarily investment grade, privately placed (4a2) debt securities for institutional clients with varying portfolio needs. In addition, this person will be involved in all aspects of business development, working closely with both internal sales teams as well as legal, compliance and risk.

Requirements

10+ years of relevant experience in investment grade private placements and portfolio management.
Bachelor’s degree in finance, accounting or a related field.
Strong financial modeling, valuation, powerpoint and excel skills.
Self-starter who has deep knowledge of fixed income markets, products and solutions as well as the broader capital markets.
Solution-oriented, team player, with strong verbal, written communication and negotiation skills and attention to detail.
Ability to work effectively within a fast-paced and highly collaborative global firm. This role will serve as a critical nexus to the firm’s sales teams as well as operations, legal, risk and marketing.
Resourcefulness, proactiveness, ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively.
Initiative and creative approach to problem solving.
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Responsibilities

Evaluate new investments: Perform in-depth due diligence including credit analysis, research and financial modeling as well as assessing documentation issues with the legal department and determining relative value.
Investment committee materials: Prepare detailed investment memos and present recommendations for new investments, amendments or waivers.
Portfolio monitoring: Active management and surveillance of existing portfolio credits including reviewing financial statements, covenant compliance, credit developments and rating agency actions.
Relationship management: Engage with sell-side agents, sponsors and investment banks to build relationships and source differentiated deal flow.
Secondary trading: Be proactive and thoughtful around client portfolio demand and potential secondary trading opportunities.
Industry Initiatives: Stay active and up to date on industry and regulatory developments.
Business development: Partner with various sales teams in the firm to drive broader business development including client marketing and responding to RFPs.
Internal collaboration: Work closely with legal, compliance, and risk management to ensure timely communication and efficient management of projects and deals.