Client Portfolio Specialist

Neuberger Berman Group

Chicago, IL, United States
Base: $120,000-$135,000; bonus/equity: discretiona...
On-site
Non-investment grade fixed income expertise
Credit markets technical understanding
Investment processes communication
The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients, acting as a subject matter expert

Job Summary

  • The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients, acting as a subject matter expert.
  • Responsibilities include partnering with internal departments to articulate investment approach, crafting responses for RFPs, and translating complex strategies into digestible insights.
  • The role demands thought leadership through market commentary and white papers, and leading non-investment related responsibilities for Non-Investment Grade products.

Matching Summary

The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients, acting as a subject matter expert.

Salary

Base: $120,000-$135,000; Bonus/Equity: Discretionary bonus; Benefits: Paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Non-Investment Grade Fixed Income expertise
  • Credit markets technical understanding
  • Investment processes communication
  • Performance and market insights communication
  • Client-facing materials contribution

Nice-to-have

  • Strategic positioning of credit platform
  • Input into new product ideas

Key Requirements

  • 5+ years experience in an equivalent role
  • Product Specialist or Client Portfolio Management experience
  • Asset Management industry experience
  • Expertise in HY Bonds, Loans, and CLOs
  • Bachelor's Degree
  • CFA or equivalent degree preferred

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter