Portfolio Analyst & Trader

Posted:
6/24/2024, 5:00:00 PM

Location(s):
Illinois, United States ⋅ Chicago, Illinois, United States

Experience Level(s):
Junior

Field(s):
Data & Analytics

The Securitized Products Analyst will be a member of the Securitized Products team, which manages over $18bn in assets, as an embedded analyst and will play a pivotal role in supporting Neuberger Berman's securitized products research and portfolio management.  The candidate will be expected to work closely with members of the Securitized Products team to develop investment recommendations and assist in strategy implementation.  The role will focus on supporting investment decision-making across a broad range of securitized products assets such as consumer loans, commercial receivables and residential and commercial mortgages.  The candidate will work closely with senior Portfolio Managers, will be mentored by seasoned professionals and collaborate with many business units across the organization. This can lead to opportunities to grow within the team and the broader Neuberger Berman fixed income business.

Key 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
  • Develop and maintain quantitative models for analyzing securities' prepayment, default and loss behavior
  • Cultivate and maintain relationships with sell-side sector analysts, bankers, traders, issuer management teams and rating agencies
  • 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
  • Develop and incorporate alternative data sets into investment analytics
  • Integrate work product into the firms' portfolio and risk management architecture

Position Requirements:

  • Demonstrated passion for and interest in financial markets and investments
  • 2+ years of relevant experience
  • BS degree in a quantitative related discipline including mathematics, financial economics, econometrics, physics or computer/data science. MS degree preferred
  • Strong communication (written and verbal), analytical and quantitative skills required. 
  • Experience in presenting investment ideas and influencing portfolio outcomes is ideal
  • Excellent quantitative skills, specifically in financial mathematics, probability or statistics with a demonstrated ability to synthesize this information into actionable conclusions
  • Preference for individuals with proficient working knowledge in programming languages, including but not limited to Excel VBA, Python, large language models for data analysis and process automation
  • Ability to manage multiple projects/tasks in a fast-paced environment; work under pressure and independently evaluate investment ideas and take ownership of investment performance

Neuberger Berman is an equal opportunity/affirmative action 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 [email protected].

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