Business Overview:

The Capital Group manages the assets of high-net-worth families, foundations, endowments and corporate pension plans. Our investment strategy is centered on long-term investments in well-managed growth companies, as well as low turnover. We employ a quantitative and qualitative investment process along with customized client solutions. Our group also leverages the strength of Neuberger Berman by incorporating a wide array of perspectives by collaborating with the centralized in-house Neuberger Berman Global Equity Research Department.

Position Overview:

Portfolio Management team seeks a generalist Research Analyst.

Primary Responsibilities:

• Provide analytical support & market research on a variety of sectors and companies to portfolio manager 

• Conduct research, evaluate and recommend investment ideas that meet investment objectives

• Assist the team in identifying areas of opportunity and/or risk in order to improve overall performance

• Build and maintain earnings models and informational databases

• Be able to analyze performance reports for client reporting

• Attend virtual company meetings and provide reports to portfolio manager

• Provide high level service to both institutional and sophisticated high worth clients

Experience and Skills Qualifications:

• 3 to 8 years of buy-side research experience required

• Generalist sector coverage

• Passion for investing and the markets

• Strong quantitative, analytical and presentation skills

• MBA and/or CFA preferred, with strong academic history

• Ability to articulate (verbally and in writing) a clear and concise investment recommendation

• Hard-working, motivated, enthusiastic, and personable with strong communication skills

• Must be able to provide strong personal and professional references

• Must obtain Series 7 & 66 licenses within 6 months of employment

Compensation Details

The salary range for this role is $125,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), 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.

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