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Type of Role: Investments

Experience Level: Intern - Undergraduate

Location: Radnor, Pennsylvania

Salary: $81K - $81K

As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission. And with our employees and their families invested alongside our clients—plus 100% of employee deferred cash compensation directly linked to team and firm strategies—we are truly in this together.

Summary:

The Client Reporting & Analytics Analyst will play an integral role in the Global Client Platform Group and will be directly aligned with Neuberger Berman’s Institutional Equity Portfolio Management teams. This position provides direct support to the assigned Portfolio Management and Institutional Client Coverage teams and is responsible for compiling portfolio and market specific materials, including institutional client reports, market related exhibits and commentary, portfolio and product analytics for pitch books, factsheets and portfolio review materials. The Analyst will collaborate with Portfolio Management, Client Service, Marketing, RFP, Technology and Legal Teams to deliver client ready materials.

Responsibilities:

  • Understand Neuberger Berman’s equity strategies with requisite depth to be able to complete client reporting and client specific inquiries regarding equity portfolios and strategies
  • Develop and produce thoughtful and accurate client materials, including standard and custom client reports, client portfolio review presentations and commentaries
  • Assist the team in delivering on all client reporting requirements in accordance with established investment management agreements
  • Function as point of contact and engage with investment professionals on investment performance, portfolio exposures, attribution analysis and summary statistics to assure accurate and timely production of investment analytics packages
  • Participate in the onboarding of new clients and the creation of analyses and presentations for key initiatives, including but not limited to fund launches, RFPs and client due diligence questionnaires
  • Liaise with portfolio management teams on managing and executing on ad-hoc inquiries and small projects
  • Collaborate with project management teams and IT on data automation projects to enhance portfolio analysis and client reporting

Qualifications:

  • Bachelor’s Degree in Finance, Business or Math preferred
  • 0-3 years post-graduate experience in asset management or financial industry preferred
  • Highly motivated and self-driven individual with ability to work in a team environment while taking individual responsibility for quality and accuracy
  • Accountable with excellent attention to detail, strong organizational skills and ability to effectively communicate and prioritize work within a dynamic, deadline-driven environment
  • Knowledge of financial markets, interest in investment strategies and security analysis
  • Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
  • Analytical and comfortable working with and interpreting statistics and financial markets data
  • Experience with building custom client portfolio review presentations
  • Advanced Excel and PowerPoint skills required
  • Experience with FactSet and/or BlackRock Aladdin a plus
  • Additional qualifications, currently studying for or a desire to obtain CFA (or equivalent) is preferred

Compensation Details

The salary range for this role is $65,000-$80,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company’s sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

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 onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $436 billion in client assets (as of March 31, 2023) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 700-plus investment professionals and more than 2,700 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second “Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).

EQUITY, INCLUSION & DIVERSITY

Neuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity (“EID”) — they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.

  • Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
  • Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
  • Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.

Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work.