Client Reporting and Portfolio Analytics Trainee 12 Months – Full time

Neuberger Berman; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading investment firm is seeking a Trainee to support its fixed income portfolio management. The successful candidate will work on client reporting, analytics, and enhance their Excel and programming skills, all within a collaborative environment. Candidates with a background in finance or related fields are encouraged to apply.

Qualifications

• Working towards or recently completed a 2:1 or above Bachelor’s degree.
• Desire to obtain IMC and CFA (or equivalent) preferred but not essential.
• Basic level of fixed income knowledge desirable.

Responsibilities

• Support regular production of client reporting materials.
• Automate reporting templates for efficiency.

Skills

Attention to Detail

Time Management

Proactive Problem Solving

Education

Bachelor’s degree in Finance, Computing, Business or Sciences

Tools

Microsoft Office

Excel

PowerPoint

Job description

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 asportfolio analysis to gain insights into key investment and risk management decisions

Primary Tasks – in the role of an Trainee 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.
• 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 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 [e-mail].

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