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Portfolio Analyst & Trader

Portfolio Analyst & Trader

Neuberger BermanChicago, IL, US
30+ days ago
Job type
  • Full-time
Job description

Portfolio Analyst & Trader

The Portfolio Analyst & Trader will be a member of the Securitized Products team, which manages over $23 billion in assets, and will play a pivotal role in supporting Neuberger Berman's securitized products investment efforts. This person will work closely with members of the Securitized Products team to drive the team's investment decision-making and strategy implementation for securitized credit sectors. This role will report to the team's senior Portfolio Managers in support of the broader Multisector and Investment Grade Fixed Income platform, which manages over $120 billion in assets. This role can lead to opportunities to grow within the team and the broader Neuberger Berman fixed income business.

Primary Responsibilities :

  • Proactively identify and implement investment ideas across covered sectors in the securitized products universe
  • Perform fundamental quantitative and qualitative research to develop actionable investment recommendations
  • Perform timely relative value and technical analysis
  • Collaborate with colleagues to analyze macro factors and broad market dynamics that have implications for investment strategy
  • Conduct surveillance and performance analysis on securitized credit instruments
  • Cultivate and maintain relationships with sell-side sector analysts, bankers, traders, issuer management teams, and rating agencies

Experience & Skills Qualifications :

  • Demonstrated passion for and interest in financial markets and investments
  • 1-5 years of relevant investment-related experience. Ideally CMBS, ABS, or RMBS research experience (sell-side and / or buy-side experience)
  • Strong written and verbal communication skills sufficient to share ideas and influence portfolio outcomes along with Portfolio Managers and colleagues
  • Hard-working and proactive with the ability to independently evaluate investment ideas and take ownership of investment performance
  • Excellent quantitative and qualitative skills with a demonstrated ability to synthesize this information into actionable investment ideas
  • Ability to manage multiple work streams in a fast-paced environment
  • High levels of accuracy and attention to detail
  • Strong academic credentials and achievement
  • Candidate must obtain SIE, Series 7, and 66 within six months of joining
  • Compensation Details

    The salary range for this role is $100,000-$150,000. 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, 401(k), 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 Berman 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 onlineaccommodations@nb.com.

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