Vice President, Client Reporting & Analytics Associate at NNBI Holdings Pty Ltd

Chicago, Illinois, United States -

Full Time

Start Date

Immediate

Expiry Date

02 Apr, 26

Salary

140026.0

Posted On

02 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Reporting, Portfolio Management, Data Analysis, Excel, Investment Strategies, Security Analysis, Presentation Development, Client Inquiries, Financial Data Systems, Bloomberg, BlackRock Aladdin, Regulatory Reporting, Collaboration, Market Data Interpretation, Performance Analysis, Attribution Analytics

Industry

Financial Services

Description

EMPLOYER: Neuberger Berman Group LLC TITLE: Vice President, Client Reporting & Analytics Associate LOCATION: Chicago, IL (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.) DUTIES: 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. REQTS: 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; and Developing client and investment reports that meet regulatory requirements including UCITS, 1940 Act, and MiFID II reporting regulations. HOURS: Full-Time; Mon-Fri (40 hrs/week) SALARY: $140,026 - $140,026 per year TO APPLY: Applicants should click Apply here or email resume to Neuberger Berman Recruiting team at nbcareers@nb.com and reference Job # R0011581 in the subject line. EOE/M/F/D/V. #LI-DNI Compensation Details The salary range for this role is $140,026-$140,026. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. 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, 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 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. Learn about the Applicant Privacy Notice.

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Responsibilities

Support U.S. Investment Grade and Insurance Fixed Income portfolio management teams by developing client reports and portfolio review materials. Collaborate with various teams to provide portfolio analysis and respond to client inquiries.