Senior Research Analyst

LGBT Great; New York (NY); On-site; USD 170,000 - 220,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits package

Job summary

LGBT Great in New York is seeking a skilled professional to assist in the origination, underwriting, and monitoring of investment grade debt securities. This role involves in-depth analysis, portfolio monitoring, and business development while collaborating with internal teams.

The qualified candidate will have 10+ years of experience, strong financial skills, and the ability to thrive in a fast-paced environment. Compensation ranges from $170,000 to $220,000 as well as a comprehensive benefits package.

Qualifications

• 10+ years of relevant experience in investment grade private placements and portfolio management.
• Strong financial modeling and valuation skills.
• Ability to work effectively within a fast-paced collaborative environment.

Responsibilities

• Evaluate new investments through due diligence, credit analysis, and research.
• Prepare investment memos and present recommendations to the investment committee.
• Engage with sell-side agents and investment banks to foster relationships.

Skills

Financial modeling

Valuation

PowerPoint

Excel

Knowledge of fixed-income markets

Negotiation skills

Communication skills

Education

Bachelor’s degree in finance, accounting or related field

Job description

This team member will be responsible for assisting in the origination, underwriting and monitoring of primarily investment grade, privately placed (4a2) debt securities for institutional clients with varying portfolio needs. In addition, this person will be involved in all aspects of business development, working closely with both internal sales teams as well as legal, compliance and risk.

Primary Responsibilities

• Evaluate new investments: Perform in-depth due diligence including credit analysis, research and financial modeling as well as assessing documentation issues with the legal department and determining relative value.
• Investment committee materials: Prepare detailed investment memos and present recommendations for new investments, amendments or waivers.
• Portfolio monitoring: Active management and surveillance of existing portfolio credits including reviewing financial statements, covenant compliance, credit developments and rating agency actions.
• Relationship management: Engage with sell‑side agents, sponsors and investment banks to build relationships and source differentiated deal flow.
• Secondary trading: Be proactive and thoughtful around client portfolio demand and potential secondary trading opportunities.
• Industry initiatives: Stay active and up to date on industry and regulatory developments.
• Business development: Partner with various sales teams in the firm to drive broader business development including client marketing and responding to RFPs.
• Internal collaboration: Work closely with legal, compliance, and risk management to ensure timely communication and efficient management of projects and deals.

Required Qualifications & Skills

• 10+ years of relevant experience in investment grade private placements and portfolio management.
• Bachelor’s degree in finance, accounting or a related field.
• Strong financial modeling, valuation, PowerPoint and Excel skills.
• Self‑starter with deep knowledge of fixed‑income markets, products and solutions as well as the broader capital markets.
• Solution‑oriented, team player, with strong verbal, written communication and negotiation skills and attention to detail.
• Ability to work effectively within a fast‑paced and highly collaborative global firm. This role will serve as a critical nexus to the firm’s sales teams as well as operations, legal, risk and marketing.

Additional Qualities

• Resourcefulness, proactiveness, ability to multi‑task, team‑player attitude and a desire to work on a wide range of projects and manage them effectively.
• Initiative and creative approach to problem solving.

Compensation Details

The salary range for this role in Illinois is $170,000-$220,000 and the salary range for the role in New York is $170,000-$220,000. 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. 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.

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.

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.

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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [e-mail].