Hybrid Fixed Income Client Reporting & Analytics Analyst
Neuberger Berman
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Benefits offered by this job
Job summary
Neuberger Berman in Chicago seeks a Client Reporting & Analytics Analyst to support the Non-Investment Grade and Insurance Fixed Income teams. You will craft client reports, portfolio analytics, and bespoke exhibits while collaborating with Portfolio Management, Client Service, IT, Marketing, RFP and Legal.
Strong Excel/PowerPoint and fixed income knowledge are essential. You will help deliver monthly institutional reporting, develop data-driven insights, and respond to inquiries on exposures
Qualifications
- 1-3 years of experience in asset management or related industry; fixed income client reporting or portfolio analytics preferred.
- Bachelor's degree in finance, business, science or math.
- Progress toward CFA/FRM/CAIA is a plus.
- Strong knowledge of financial markets, especially fixed income.
Responsibilities
- Develop understanding of Non-Investment Grade fixed income strategies to create client reports and analytics.
- Produce monthly client reports and data for institutional and sub-advised clients.
- Provide portfolio analysis and reporting for High Yield and Senior Loan portfolios.
- Serve as go-to expert for data inquiries on portfolio exposures and statistics.
Skills
Education
Tools
Job description
Neuberger Berman in Chicago seeks a Client Reporting & Analytics Analyst to support the Non-Investment Grade and Insurance Fixed Income teams. You will craft client reports, portfolio analytics, and bespoke exhibits while collaborating with Portfolio Management, Client Service, IT, Marketing, RFP and Legal.
Strong Excel/PowerPoint and fixed income knowledge are essential. You will help deliver monthly institutional reporting, develop data-driven insights, and respond to inquiries on exposures
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