Research Associate

Neuberger Berman; United States; On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Job summary

Neuberger Berman is seeking a research professional in Quality Equity to cover long-only, large-cap equities for institutional clients. You will work closely with senior analysts and a portfolio manager to drive performance through rigorous fundamental analysis and modeling.

The role requires 2-5+ years in financial analysis, strong investment communication, and flexibility to travel. A CFA or advanced degree is preferred, with licensing requirements within 6 months.

Qualifications

• 2-5+ years of experience in financial analysis.
• Knowledge of one or two sectors/industries with exposure to international equity markets.
• Foreign language or work experience a major plus.
• Ability to articulate a clear investment recommendation (verbal and written).
• Openness to debate major issues; able to move on after a different view.
• Advanced degree and/or CFA designation preferred.
• Must obtain Series 7 & 66 licenses within 6 months if not already held.
• Authorized to work in the posting location without sponsorship.

Responsibilities

• Follow company activities, results, and valuations to make trading recommendations.
• Generate new investment ideas to add performance or control risk.
• Conduct primary analysis and maintain dialogue with management, industry sources, and sell-side analysts.
• Build and maintain fundamental models and integrate into valuation framework.
• Assist the team in identifying opportunities and risks to improve performance.
• Support marketing efforts with clients and gatekeepers.
• Travel as needed for site visits and conferences.

Skills

Financial analysis

Investment recommendation

Verbal/written communication

Collaborative teamwork

Education

Advanced degree / CFA preferred

Tools

Market valuation models

Job description

The Quality Equity Group creates quality-focused, long-term oriented long-only, large cap equity portfolios for institutional clients. The team's philosophy and process has delivered long-term outperformance vs. SP500 and peers by focusing on high quality franchises with enduring sustainable competitive advantages, financially sound business models, rational valuations and high integrity management and governance. The team is seeking a research professional who will have independent coverage and work closely to support the senior research analysts and portfolio manager in the group to drive performance.

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.

Qualifications

• 2-5+ years of experience in financial analysis required.
• In depth knowledge of one or two sectors/industries (the exact ones are of less importance) and 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.
• Advanced degree and/or CFA designation preferred.
• 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.

Compensation Details

The salary range for this role is $125,000-$175,000. 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.

Bonus & Purpose

This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.

Benefits

We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Important Notes

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.

The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Equal Opportunity Statement

Neuberger 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.

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