Senior Research Analyst

Neuberger; Radnor (Delaware County); Hybrid; USD 170,000 - 220,000; Full time

Job summary

Neuberger's US IG private credit team in Radnor, PA is expanding, focusing on investment grade private placements and portfolio management for institutional clients. The role involves origination, underwriting and monitoring, plus close collaboration with sales, legal, compliance and risk.

You will evaluate new investments, prepare memos, monitor credits and engage with banks to source deals, while supporting client marketing and responses to RFPs in a fast-paced global firm.

Qualifications

• 10+ years of experience in investment grade private placements and portfolio management.
• Bachelor’s degree in finance, accounting or related field.
• Strong financial modeling, valuation, PowerPoint and Excel skills.
• Knowledge of fixed income markets and capital markets.
• Excellent verbal and written communication and negotiation skills.
• Ability to work in a fast-paced, global firm with cross-functional teams.

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.

Skills

Investment grade private placements

Portfolio management

Financial modeling

Valuation

Fixed income markets

Communication & negotiation

Team player

Education

Bachelor’s degree in finance or accounting

Tools

PowerPoint

Excel

Job description

New York, NY

Chicago, IL

Radnor, PA

Full time

R0012295

The US IG private credit team sits within Neuberger’s IG fixed income team and is a key component of the firm’s overall suite of product offerings. With over $4bn in committed AUM, the team is quickly growing its client base across both the insurance and pension space. With a focus on corporates, project finance/infrastructure, asset-backed finance and credit tenant leases, all on a global basis, the team is well-positioned and has the depth of relationships and experience to deliver unique and customized portfolio solutions for a variety of client types.

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 who has 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.

• 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.

#LI-LN1

#LI-Hybrid

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 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.

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] .

Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .

Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.

Tenured, stable and long-term in focus, the firm has built a diverse team—including 790-plus investment professionals and more than 2,900 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).

Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold this principles.

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