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

Summary:

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.

Responsibilities:

  • 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.

Qualifications:

  • 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.

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 (http://www.nb.com/employee_privacy_notice) .

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