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Neuberger Berman Client Reporting & Analytics Analyst, Wealth Management in Chicago, Illinois


The primary focus of the Client Reporting & Analytics Analyst is the production of High-Net-Worth client performance and risk reports, including economic and capital markets exhibits and commentary. The Analyst will join a seasoned eight-person Wealth Advisor Team with over $2.6 billion in assets under management within Neuberger Berman’s Private Wealth Management business.


  • Provide customized reporting and analysis to Wealth Advisor Team, in accordance with established industry and firm standards and requirements.

  • Assist in the development of ad hoc portfolio and product-related presentations highlighting the Firm’s platform of equity, fixed income, and alternative strategies.

  • Compile portfolio specific reports for delivery to clients, including asset allocation, investment performance, valuation analysis, capital markets outlook, portfolio positioning, macro-economic and strategy centric themes.


  • Bachelor's Degree in Finance, Accounting, Business, Science, or Math.

  • Chartered Financial Analyst designation, or similar, preferred.

  • Advanced Excel and PowerPoint skills required.

  • Accountable with excellent attention to detail; strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment.

  • Strong written and verbal communication skills; strong interpersonal skills.

  • Team player and a desire to collaborate with others.

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