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Neuberger Berman Client Portfolio Analyst - Fixed Income in Chicago, Illinois

The successful candidate will join the Fixed Income team to work as a Client Portfolio Analyst, advocating and representing Neuberger Berman’s suite of Investment Grade and Multi-Sector Fixed Income Investment strategies across Institutional and Intermediary channels.

Responsibilities :

  • In collaboration and consultation with the investment grade and multi-sector fixed income Investment teams, partner with both the intermediary and institutional Neuberger Berman Client Coverage teams to position the investment grade and multi-sector fixed income product range.

  • Continually assess and analyze the competitive landscape, conduct competitive analysis with the goal of helping the client coverage and marketing teams put our strategies in the best position to be successful.

  • Assist with the creation and maintenance of all required marketing materials (working closely with marketing to produce marketing collateral that clearly and effectively communicates information to clients).

  • Create/edit/approve appropriate RFP/RFI investment content.

  • Generate client commentary.

  • Assist Product Development with the creation and launch of new investment strategies.

  • Provide strategic and tactical support to the Fixed Income Investment Teams by managing non-investment related responsibilities.

  • Provide investment teams with portfolio attribution, security, portfolio, and benchmark information.

  • Calculate performance attribution and other fixed income analytics.

  • Support the broader portfolio specialist and client PM FI team

  • Responsibilities are primarily internal if not fully internal to start. Over time, as the individual gains deeper fixed income market and product knowledge there is the expectation that the role will take on external client facing responsibilities.

Qualifications :

  • Highly proficient in Excel and PowerPoint.

  • Excellent writing, interpersonal, and communication skills.

  • Strong attention to detail and organizational skills.

  • Commercial orientation with ability to understand and articulate complex topics.

  • Familiarity with macroeconomics and investing; solid knowledge of fixed income concepts (yield, spreads, duration recommended).

  • Highly motivated, creative, enthusiastic, resourceful, self-starter.

  • Experience working in financial markets, a minimum of a couple years of relevant experience preferred.

  • Strong academic credentials in field of study.

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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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $437 billion in client assets (as of September 30, 2021) 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 600-plus investment professionals and more than 2,400 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 five consecutive years (firms with 1,000+ employees).


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.

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