Neuberger Berman · 1 day ago
Vice President, Client Reporting & Analytics Associate
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$140K/yr - $140K/yr
5+ years expNeuberger Berman is a global investment management firm, and they are seeking a Vice President, Client Reporting & Analytics Associate. The role involves supporting U.S. Investment Grade and Insurance Fixed Income portfolio management teams by developing client reports and collaborating with various teams on strategic projects.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Support U.S. Investment Grade and Insurance Fixed Income portfolio management teams
Develop client reports and client portfolio review decks
Compile portfolio and market-specific materials, including institutional client reporting, bespoke institutional client exhibits, portfolio, and product analytics, as well as portfolio review materials
Partner with Portfolio Management, Client Service, IT, Marketing, RFP, and Legal teams and collaborate in a variety of strategic and tactical projects across the asset class spectrum
Provide portfolio analysis, reporting and presentations for Investment Grade Fixed Income and Insurance portfolios
Collaborate with investment teams and Insurance Analytics on client inquiries, client development and RFPs
Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses
Use key reporting tools to develop report content
Qualification
Required
Must have a Bachelor's degree or foreign equivalent in any field plus five (5) years of experience with asset management in the position offered, as a Financial Investment Analyst, or a related position
Must have five (5) years of experience with all of the following: Developing investment strategies and performing security analysis for financial markets and fixed income investments
Interpreting portfolio performance, creating accurate client deliverables, and responding to client inquiries
Building presentations that incorporate both graphic elements and data-driven slides, ensuring presentations align with brand standards and validating information included in the presentations to ensure reliability and consistency, mitigating errors and enhancing credibility
Developing and constructing formula-driven Excel workbooks utilizing PivotTables, XLOOKUP, VBA, and automation tools
Interpreting statistics and fixed income portfolio and market data, including performance data, asset allocation, and attribution analytics, identifying data that does not align with specific strategy characteristics
Engaging with subject matter experts and incorporating feedback from investment, sales, and legal teams
Utilizing financial data systems, including Bloomberg and BlackRock Aladdin, to analyze portfolio and fund performance and analytics
Reviewing the settings of financial data systems, including Bloomberg and BlackRock Aladdin, to troubleshoot data discrepancies and articulating the settings impact on reporting
Developing client and investment reports that meet regulatory requirements including UCITS, 1940 Act, and MiFID II reporting regulations
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (27)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Nicholas Lurvey
Senior Vice President and Complex Products
Recent News
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2025-12-26
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