Investment Communications and Portfolio Analytics Trainee

TN United Kingdom; London; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading company in London is seeking a graduate for an 18-month traineeship in Investment Communications & Portfolio Analytics. The role involves collaborating with teams to produce marketing materials, automate analytics, and support various projects, requiring strong attention to detail and proficiency in Excel.

Qualifications

• Degree with 2:1 or above in finance, economics, mathematics, or computer science.
• High accuracy and attention to detail.

Responsibilities

• Participate in the monthly factsheet production cycle.
• Update marketing materials and assist with presentations.
• Automate reporting templates and improve client reporting efficiency.

Skills

Attention to Detail

Time Management

Problem Solving

Education

Degree in Finance

Degree in Economics

Degree in Mathematics

Degree in Computer Science

Tools

Microsoft Excel

PowerPoint

Word

VBA

Python

Job description

Investment Communications & Portfolio Analytics Trainee (Full Time 18 month contract)

Location: London

Role Overview:

We are seeking a graduate in finance, economics, mathematics, or computer science for an 18-month traineeship at Neuberger Berman.

The trainee will collaborate with the Investment Communications Team (ICT) and Client Reporting Team (CRT), gaining exposure to data, marketing materials, and various asset classes. Responsibilities include producing marketing materials, automating portfolio analytics, and supporting administrative projects.

Primary Responsibilities:

• Participate in the monthly factsheet production cycle and ensure timely delivery.
• Update marketing materials and assist with commentaries and presentations.
• Enhance data processes for quality and efficiency.
• Collaborate with Compliance on marketing material approval.
• Automate reporting templates and improve client reporting efficiency.
• Maintain tracking mechanisms for reports and requests.
• Automate data aggregation and update analytics on SharePoint.
• Assist with vendor and IT projects.
• Respond to RFP data and ad-hoc requests.

Qualifications & Personal Attributes:

• Degree with 2:1 or above in finance, economics, mathematics, or computer science.
• High accuracy, attention to detail, and strong interpersonal skills.
• Excellent time management and organisational skills.
• Ability to multi-task, collaborate, and solve problems proactively.
• Proficiency in Microsoft Excel, PowerPoint, and Word.
• Interest in AI, automation, and developing skills in Excel, VBA, and Python.
• Basic understanding of financial markets; experience in marketing or client reporting is a plus.

Neuberger Berman is an equal opportunity employer. For accessibility or application assistance, please contact us.