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    26 days ago
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    Full-time
    Senior

    Client Portfolio Analytics Associate (m/f/x)

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    Intro

    The Client Portfolio Analytics Associate role in London at Neuberger Berman involves supporting the European High Yield and global fixed income portfolio management teams by compiling portfolio and market-specific materials, developing client reports, running performance attribution reports, and assisting in strategic marketing initiatives. The role requires proficiency in Python for data analysis and automation, advanced Excel and PowerPoint skills, a Bachelor's degree in Finance, Business, Science, or Mathematics, and 4+ years of post-graduate experience in asset management. The ideal candidate should have knowledge of financial markets, fixed income, investment strategies, and be analytical with strong organizational skills.

    Tasks

    • Compile portfolio and market specific materials
    • Support European High Yield and global fixed income portfolio management teams
    • Collaborate with various teams for strategic and tactical marketing initiatives
    • Develop client reports and portfolio review decks
    • Run performance attribution reports
    • Assist in delivering global clients' analytics reporting requirements
    • Act as point of contact for portfolio data
    • Develop proficiency in reporting tools and drive enhancements
    • Participate in client service related strategic initiatives
    • Create time-saving efficiencies for the team
    • Communicate effectively with subject matter experts
    • Develop and maintain Python scripts for data analysis and automation

    Requirements

    • Experience using Python for workflow automation
    • Advanced Excel and PowerPoint skills
    • Bachelor's Degree in Finance, Business, Science, or Math preferred
    • 4+ years post-graduate experience in asset management
    • Knowledge of financial markets and fixed income
    • Experience in spreadsheet development and data analysis
    • Comfortable with statistics and fixed income market data
    • Prior experience in building presentations
    • Motivated team player with strong organizational skills
    • Ability to prioritize work in a deadline-driven environment

    Benefits

    • Equal opportunity employer
    • Collaborative work environment
    • Career development opportunities
    26 days ago

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