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Neuberger Berman Portfolio Data Analyst in New York, New York

Summary:

The International Equity Group manages $8bn in equity portfolios using a fundamental stock picking approach. The team builds investment portfolios comprised of companies which are profitable, growing, and trade at attractive valuations.

The team is looking for a Portfolio Data Analyst to work closely with the portfolio manager to integrate both internal and external data into the investment process. The ideal candidate will be comfortable with investment metrics as well as data sets, in order to help develop a market and portfolio view.

Responsibilities:

Serve as the coordinator and consolidator of all data sets created and consumed by the team, including market data (Bloomberg, etc.) as well as analytical tools (Excel, Tableau, etc.). Though the Portfolio Data Analyst will be primarily working with one Portfolio Manager, s/he will have the opportunity to work with various members of the team on a range of issues, including:

  • Implementing a Research Management System (RMS) including the creation and implementation of Standard Operating Procedures (SOPs).

  • Aggregate market data and holdings information as inputs into optimal portfolio construction and risk management.

  • Work with analysts to deepen the use of data by the team’s Analysts and Portfolio Managers.

  • Help with producing and publishing market research to share with clients via presentation and White Papers.

  • Strengthen and improve existing processes around ESG information and broker use.

Requirements:

  • 2+ years of experience in IT, business and/or financial analysis.

  • Familiarity with basic financial principles and metrics including financial statements and ratios, as well as economic and market data.

  • Applicants must be systems- & process-oriented. Experience in project management a plus as well as having above-average knowledge of Microsoft Excel, Bloomberg & Tableau.

  • The ideal candidate will be detail oriented, a quick learner, and keen to work at the heart of the portfolio management process. S/he will demonstrate initiative, be a problem solver, and have the confidence to ask difficult questions.

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 at http://www.nb.com/employeeprivacynotice .

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).

DIVERSITY, EQUITY & INCLUSION

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.

For important disclosures: http://www.nb.com/linkedin

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