Equity Research Associate, Quality Focus

LGBT Great; New York (NY); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Discretionary bonus

Benefits package including health/dent

Job summary

Neuberger Berman seeks a research professional to cover securities and support senior analysts and the portfolio manager in the Quality Equity Group's long-only, large-cap framework in New York.

The role emphasizes independent coverage, building fundamental models, and collaboration across teams, with travel to site visits and conferences. Eligibility to work in the U.S. is required; Series 7 and 66 within six months; advanced degree or CFA preferred.

Qualifications

• 2-5+ years of experience in financial analysis required.
• Exposure to international equity markets.
• Foreign language or work experience a major plus, as is work experience outside of financial firms/ financial analysis.
• Ability to articulate (verbally and in writing) a clear and concise investment recommendation.
• Openness to debate major issues is critical to success in this highly collaborative environment. Equally critical is the ability to move on after if/ when the team has a different point of view.
• Must obtain Series 7 & 66 licenses within 6 months of employment if currently not held.
• Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Responsibilities

• Follow company activities, results, and valuations to make trading recommendations around current positions.
• Generate new investment ideas to add performance and/or control risk.
• Conduct primary analysis, maintain dialogue with company management teams, industry sources, and sell-side analysts.
• Build and maintain in-depth fundamental models for each company; integrate those models into the team’s valuation framework and research management system.
• Assist the team in identifying areas of opportunity and/or risk in order to improve overall performance.
• Support the team in marketing efforts internally and with clients/gatekeepers.
• Travel as needed for site visits, competitor analysis, and investment conferences.

Skills

Investment analysis

Communication

Team collaboration

Flexibility

Licenses readiness

Education

Advanced degree / CFA preferred

Job description

Neuberger Berman seeks a research professional to cover securities and support senior analysts and the portfolio manager in the Quality Equity Group's long-only, large-cap framework in New York.

The role emphasizes independent coverage, building fundamental models, and collaboration across teams, with travel to site visits and conferences. Eligibility to work in the U.S. is required; Series 7 and 66 within six months; advanced degree or CFA preferred.