Portfolio Analyst - Multi-Asset

$90,000 - $120,000/Yr

NB Aurora Holdings Limited - New York, NY

posted 5 months ago

Full-time - Entry Level
New York, NY

About the position

The NB Multi-Asset team at Neuberger Berman is dedicated to managing a diverse range of investment strategies that leverage the extensive capabilities of the firm to meet the long-term investment goals of clients. This role is integral to the team, which employs a dynamic investment process to offer strategies that include relative return, absolute return, income, public-private partnerships, and ESG portfolios. The Multi-Asset team collaborates closely with senior investors across the firm to generate insightful investment analyses and forecasts that cater to a wide array of clients and prospects globally. The ideal candidate for this position will possess a strong intellectual curiosity and a genuine passion for financial markets and investment strategies. Excellent written communication skills and a broad understanding of investment concepts are essential. The successful candidate will be tasked with delivering key time-sensitive materials to clients and will play a crucial role in supporting the growth of the Multi-Asset team's business by assisting in the development of customized materials tailored to client opportunities. This includes producing written commentaries on multi-asset client portfolios, contributing to client presentations, and responding to various client inquiries and questionnaires. In addition to these responsibilities, the candidate will coordinate with internal teams such as legal, client reporting, and operations to ensure the successful execution of deliverables. A foundational understanding of the team's investment offerings and capabilities will be necessary to serve effectively as an internal product specialist, supporting the portfolio management efforts through basic modeling and market analysis.

Responsibilities

  • Develop and produce written commentaries related to multi-asset client portfolios and funds, including performance and positioning as well as market performance summaries and outlooks
  • Contribute to creation of customized client presentations and update regularly produced marketing materials
  • Respond to client questionnaires, RFPs, RFIs, due diligence questionnaires, market surveys and ad-hoc inquiries
  • Coordinate closely with internal groups (legal, client reporting, operations) to execute on key deliverables
  • Support multi-asset portfolio management effort through basic modeling and market analysis
  • Build an in-depth understanding of the team's offerings and investment capabilities in order to serve as an internal product specialist

Requirements

  • Approximately 1-3 years' experience at an asset management firm
  • Working knowledge of macroeconomics and global financial markets
  • Undergraduate degree in economics, finance, or marketing preferred
  • Ability to work in a fast-paced environment and execute well under tight deadlines
  • Excellent communication skills, particularly a demonstrated ability to write about investment markets and macroeconomic trends to a sophisticated institutional level audience
  • High level of proficiency with Microsoft PowerPoint and Excel. Experience with Bloomberg
  • Preference for a candidate who has passed or plans to take CFA Level 1
  • Experience with GPT prompt engineering and/or basic coding is preferred

Benefits

  • Paid time off
  • Medical/dental/vision insurance
  • 401(k)
  • Life insurance
  • Discretionary bonus
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