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Neuberger Berman Client Reporting & Analytics Analyst in Chicago, Illinois


The Analyst will play an integral role in the Global Client Platform Group and responsible for portfolio analytics reporting and client reporting within the Fixed Income Client Reporting & Analytics team, supporting the firm’s multi-sector fixed income portfolio management teams. The Analyst will collaborate with portfolio management, client service, marketing, RFP and legal teams and will be involved in a variety of strategic client reporting and marketing initiatives with the ability to gain meaningful exposure to projects across the asset class spectrum.


  • Work with investment and client service teams on completing investor reporting and presentations.

  • Engage with investment team on portfolio exposures, attribution analysis and risk metrics to assure accurate and timely data availability.

  • Respond to ad hoc, RFP and client specific requests regarding portfolio analysis and attribution.

  • Investigate and solve data issues with vendors and internal teams to ensure optimal quality of reporting and data.

  • Partner with technology teams to drive enhancements, troubleshoot coding issues, and create backup systems for automated templates.

  • Assist the wider team in the automation of client reporting templates and organization of data.


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

  • 2+ years post-graduate experience in asset management preferred.

  • Knowledge of financial markets, preferably fixed income, and interest in investment strategies and security analysis.

  • Analytical and comfortable working with and interpreting statistics and fixed income market data.

  • Ability to communicate effectively with subject matter experts, mainly investment, sales and legal teams.

  • Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit.

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

  • Experience with Aladdin and Bloomberg preferred.

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 $356 billion in client assets (as of December 31, 2019) 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 2,100 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).


At Neuberger Berman, we are dedicated to cultivating a diverse, inclusive and equitable environment, where our people can be their authentic selves and realize their professional and personal goals. Our approach is based on three primary tenets: empowering, connecting and caring.

Empowering : Our people have a voice and can bring their unique perspectives to both the business table and our walls. Notably, our Advocacy Walk—located on our executive floor—is a curation of pieces from our art collection that highlights important societal issues, and reinforces that we are a firm that encourages feedback and inspires our colleagues to take risks.

Connecting : Our people are united in the way we collaborate and lead. With support from the firm, many of our engagement initiatives, create a greater sense of fellowship amongst our colleagues and stronger connections. This includes our Employee Resources Groups—Women’s Forum, Veterans Group, NB Pride Network, NextGen Network, and the NB Black Experience—and cultural celebrations for Diwali, Chinese New Year and Hispanic Heritage Month, among others in which we celebrate the diversity of our people.

Caring : Our people serve their communities. Our NB Impacts program allows employees to leverage the firm’s broad resources to support their causes globally through charity and volunteer efforts that matter to them. From providing financial support (including the Neuberger Berman Foundation and corporate grants) to using our skills, time and effort (volunteerism and nonprofit board service), we believe strongly in extending our culture of service from clients to our community.

Neuberger Berman is passionate about supporting this environment by creating a workplace that provides balance and support for our employees—both professionally and personally. Our Employee Investment Solutions and best-in-class retirement program focus on financial health and wellness. In-house yoga, meditation and Peloton bikes, along with nutrition counseling and healthy cooking demos, are among our many body and mind wellness opportunities. Finally, our benefits are on the leading edge of policies around domestic partner benefits and family-oriented programs, including primary and non-primary care leave, adoption benefits, back-up childcare, and our NeuParents support and networking group.

Our people and our culture are our greatest assets, and we remain committed to making Neuberger Berman a best-in-class place to work.

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