Portfolio Analyst & Trader

Neuberger Berman; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

Neuberger Berman in Chicago is seeking a Portfolio Analyst & Trader to join our Core Bond, Core Plus and US Rates teams. You will coordinate portfolio construction, monitor risk, and execute trades across Treasuries, TIPS, supranationals and related derivatives.

Work closely with senior portfolio managers and traders, develop expertise in our systems, and contribute to ongoing improvements in trading processes while pursuing career growth within the Investment Grade Fixed Income platform.

Qualifications

• 0-4 years of experience in trading or research on the buy-side or sell-side; fixed income experience preferred.
• Bachelor’s degree required; strong academic credentials in Economics, Finance, Accounting, Engineering, Mathematics or a related field preferred.
• Interest in financial markets, macroeconomics and investing; familiarity with fixed income concepts preferred.
• Analytical skills; capable of creatively solving problems in a constantly changing financial market environment.
• Interpersonal and communication skills; motivated and resourceful self-starter.

Responsibilities

• Coordinate portfolio construction and implementation for Core Bond, Core Plus and US Rates portfolios.
• Monitor portfolio exposures, performance and risk to inform strategy and maintain targeted exposures.
• Develop expertise in portfolio management systems and processes; identify opportunities for improvement.
• Execute trades in Treasuries, TIPS, supranationals and agencies across electronic and voice platforms.
• Develop and maintain relationships with sales and trading counterparties on the sell-side.
• Collaborate with middle office and operations to ensure orderly trading and workflow.

Skills

Analytical skills

Interpersonal and communication skills

Motivated and resourceful self-starter

Attention to detail

Fluency with AI tools

Education

Bachelor's degree

Tools

Trading platforms

Portfolio management systems

Financial market data sources

Job description

## Portfolio Analyst & TraderApply: Chicago, IL: Full time: Posted Today: R0012814**Position Overview:**We are seeking a Portfolio Analyst & Trader to join our Core Bond, Core Plus and US Rates teams, which are key strategies within Neuberger’s $88 billion Investment Grade Fixed Income platform. Working closely with Senior Portfolio Managers and Traders, the successful candidate will play a pivotal role in strategy implementation across institutional separate accounts and commingled funds. This role reports to the Lead Portfolio Manager for Core Bond and Core Plus, with additional mentorship from experienced team members and potential career paths in trading and portfolio management across Neuberger’s Investment Grade Fixed Income platform.**Primary Responsibilities:*** Coordinate portfolio construction and implementation for Core Bond, Core Plus and US Rates portfolios, including a detailed understanding of objectives and guidelines across portfolios.* Monitor portfolio exposures, performance and risk to inform portfolio strategy and maintain targeted exposures.* Develop expertise in our portfolio management systems and processes. Identify opportunities for continuous improvement to our portfolio implementation and trading processes.* Execute trades in Treasuries (as well as related derivatives), TIPS, supranationals and agencies across electronic and voice platforms.* Develop and maintain relationships with sales and trading counterparties on the sell-side.* Collaborate with colleagues in middle office and operations to ensure orderly trading and workflow.**Experience & Skills Qualifications:*** 0-4 years of experience in trading or research on the buy-side or sell-side; fixed income experience preferred.* Bachelor’s degree required; strong academic credentials in Economics, Finance, Accounting, Engineering, Mathematics or a related field preferred.* Interest in financial markets, macroeconomics and investing; familiarity with fixed income concepts preferred.* Analytical skills; capable of creatively solving problems in a constantly changing financial market environment.* Interpersonal and communication skills.* Motivated and resourceful self-starter.* Attention to detail and organizational skills.* Experience with trading platforms, financial market data sources and portfolio management systems.* Fluency with AI tools.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.Compensation DetailsThe salary range for this role is $90,000-$120,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.