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Salary The Team: The successful candidate will become part of a collaborative Portfolio Management team, which is focused on the hybrid capital market. Additionally, you will play a key role in contributing to our global investment grade credit team. We highly prioritize teamwork and a commitment to delivering exceptional results for our clients. In this role, you will collaborate with seasoned professionals in a supportive environment that fosters continuous learning and personal growth.
The Role: As a Portfolio Analyst, you will play a vital role in supporting the Senior Portfolio Managers in the day-to-day management of portfolios. Your responsibilities will include daily cashflow management, portfolio guideline monitoring, maintenance of valuation screening tools, and contribute to ad-hoc research projects.
Primary Responsibilities:
- Support the Senior Portfolio Managers in managing hybrid debt securities portfolios.
- Align portfolio positions across mandates, manage daily cash flows, and instruct appropriate hedges.
- Monitor and report on portfolio performance, risks, and compliance with investment guidelines.
- Maintain and over time develop valuation and screening tools for hybrid debt securities.
- Collaborate with traders to systematically screen for switch ideas.
- Respond to client requests.
- Contribute to the creation of pitchbook materials for client presentations and marketing purposes.
- Support and contribute to research projects aimed at enhancing portfolio strategies.
Qualifications Needed:
- Bachelor's or Master's degree in a quantitative field is preferred, e.g., mathematics, statistics, computer science, engineering, or a related discipline.
Technical Skills
- Strong quantitative skills.
- VBA and Python programming skills are a plus.
- Candidates with experience in Aladdin might have an edge due to their familiarity with the specific tools and processes associated with this platform.
- Detail-oriented with strong organizational and time-management abilities.
- Collaborative team player.
- Proactive and takes initiatives to improve processes and workflows.
Interpersonal Skills
- Excellent communication skills, both written and verbal.
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact
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