Job Information
Neuberger Berman Trainee - Client Portfolio Analytics in London, United Kingdom
The Client Reporting and Portfolio Analytics team provide timely and accurate portfolio characteristics data to meet client specific as well as regulatory reporting requirements.
Role Overview
As the successful candidate, you will be directly supporting our fixed income portfolio management platform and will assist with the production and distribution of recurring portfolio analytics and performance reports including investment commentary and macro-economic exhibits.
As part of a global business, you will gain exposure to our diverse and talented investment and operations teams that include key stakeholders such as Portfolio Managers, Product Specialists, Client Service, Marketing, Sales, RFP and Legal to deliver best-in-class reporting for our institutional and pooled fund clients.
There will also be plenty of opportunity to collaborate with key stakeholders across the business by contributing to the development of strategic client reporting initiatives as well as portfolio analysis to gain insights into key investment and risk management decisions
Primary Tasks – in the role of an intern you would be exposed to many of the following:
Developing a deep understanding of the firm’s culture, values and internal processes to be able to deliver best-in-class portfolio reporting for institutional and pooled fund clients.
Developing an understanding of global fund structures, client on-boarding processes and client specific reporting requirements to facilitate the efficient and effective distribution of regular and ad hoc client materials.
Proactively responding to stakeholder queries and provide accurate and timely information.
Identifying data issues and proactively take necessary steps to maintain high data standards across our fixed income reporting platform by partnering with key internal and external stakeholders such as technology and investment teams as well as 3rd part data providers.
Support the regular production of client reporting materials and take ownership of existing internal processes to meet client deadlines.
Automate reporting templates, and improve the efficiency of monthly deliverables for the client reporting team (Excel and PowerPoint templates)
Qualifications and Prerequisites
Working towards or have recently completed a Bachelor’s degree in Finance, Computing, Business or Sciences preferred however, we welcome applications from all disciplines. 2:1 or above University degree.
A desire to obtain IMC and CFA (or equivalent) is preferred but not essential.
Experience with Microsoft Office (e.g. Excel and PowerPoint) is required.
Knowledge of computer programming (e.g. VBA, SQL or Python) is desirable although not essential as training can be provided.
At least a basic level of fixed income knowledge is desirable however, the ability to understand and interpret portfolio analytics as well as numerical methods is essential.
Who you are:
Enjoys a fast-paced, dynamic environment and using independent judgement.
Well organized self-starter with strong attention to detail.
Strong time management skills and ability to prioritise multiple tasks efficiently.
Proactive in following up on details, anticipating issues, and closing loops on all requests.
Must be team oriented and also be able to work independently with minimal guidance at times.
Have an interest in developing Excel, VBA and Python knowledge
Curious and willing to learn about the industry
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 (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) 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 700-plus investment professionals and more than 2,700 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 eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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