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Neuberger Berman Client Reporting & Analytics Associate in Chicago, Illinois


The candidate will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago. This individual will be supporting the East Asia client portfolios across various strategies and will be responsible for compiling portfolio and market specific materials, including market and institutional client reporting, macro-economic exhibits, bespoke institutional client exhibits, portfolio and product analytics, and portfolio review materials. The associate will partner with East Asia Client Reporting, Client Service, Marketing, RFP and Legal teams and will be involved in a variety of strategic and tactical initiatives with the ability to gain meaningful exposure to projects across the fixed income platform


  • Understand investment grade, high yield and opportunistic strategies with requisite depth to prepare monthly client report packages and presentations for East Asia clients

  • Function as a point of contact for Tokyo client service team regarding portfolio positioning and commentary inquires

  • Collaborate with investment teams and client service on commentary, client inquiries, client development and RFP’s

  • Develop proficiency in key reporting tools; develop report content and partner with IT to drive enhancements to the end-client deliverables

  • Participate in firm wide, client service related strategic initiatives

  • Utilize macros and programming to run monthly reporting process


  • Bachelor's Degree in Finance, Business, Science, Math, Economics preferred

  • 4+ years post-graduate experience in asset management or related area, preferred

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

  • Analytical and comfortable working with and interpreting statistics and fixed income market data, specifically with performance attribution

  • Ability to communicate effectively and incorporate feedback based on instructions from investment, sales and legal teams

  • Excellent attention to detail and accountability, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment

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

  • Advanced Excel and PowerPoint skills required

  • Experience in maintenance and construction of macros, VBA scripts, and highly formula-driven spreadsheets (including pivot tables) required, additional programming skills (SQL, Python) is a plus

  • Experience with Bloomberg, Vermillion, Blackrock Aladdin, or other analytics/reporting system preferred

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