About Neuberger:
Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together.
From offices in 40 cities worldwide, Neuberger manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With more than 700 investment professionals and more than 2,900 employees in total, Neuberger has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013.
For more information, please visit our website at www.neuberger.com.
Role Overview:
Neuberger is looking for a motivated and ambitious recent graduate to join our Product Marketing & Client Reporting Team for an 18-month traineeship.
Product Marketing is a global team with 25 members serving as the primary marketing contact for investment teams by offering comprehensive end-to-end support for their marketing materials and communication needs. Examples include Factsheets, Presentations, Commentaries, Brochures, Profiles, External Communication, Market Reaction, and Website content. Product Marketing members leverage their specialised platform knowledge to deliver compelling stories, high-quality marketing materials, and enhance global reach. The team acts as a central hub, partnering with various stakeholders such as portfolio managers, product, compliance, channel marketing, design, digital, client coverage, and client reporting teams to deliver a diverse set of high-quality, compelling materials that accurately represent our investment teams, products, and the firm.
The Client Reporting Team is the central owner of portfolio data and client facing analytics. The team prepares portfolio and market specific materials, including institutional client reporting, portfolio and product analytics, exposure and summary statistics, performance attribution and portfolio review materials. Client Reporting members use data and automation skills to deliver accurate, timely analytics in line with investment management agreements. The team acts as a data hub, partnering with portfolio management, client coverage, product, RFP, legal, marketing and IT teams.
The trainee will work with both the Product Marketing and Client Reporting Teams. The successful applicant will have the opportunity to join the marketing and client coverage groups serving a range of key stakeholders with both data and marketing materials.
Working with Product Marketing, the candidate will assist in the production of marketing materials and in the improvement of existing processes. The successful candidate will have exposure to all asset classes by participating in the issuance of factsheets for the UCITS / QIAIF / Mutual Fund platforms, collaborate on select marketing materials, and partner with a range of teams globally. The trainee will develop an understanding of the firm's diverse product offerings, investment capabilities, and the distinct characteristics of its broad range of investment strategies.
Working with Client Reporting, the primary focus of the role will be to automate portfolio analytics for client reports, produce client reporting, respond to client questionnaires, support data collection and data quality checks, and complete ad hoc requests. The trainee will develop proficiency in key reporting tools and build an understanding of how portfolio data supports clients, consultants and portfolio management teams.
The position will suit an enthusiastic person who prides themselves on their ability to multi-task, problem-solve and demonstrates thorough attention to detail. This role would provide an excellent opportunity for a candidate to learn about the investment management industry and investment solutions, benefiting from close interaction with a broad range of teams across the firm.
Primary Responsibilities:
- Participate in the monthly factsheet production cycle with maintenance and delivery of factsheets to investment teams and internal/external distribution.
- Accountable for the timely update of multiple marketing materials including profiles and product briefs; also assist with commentaries and presentations.
- Improve the quality and efficiency of existing data processes.
- Partner with Compliance for the approval of marketing materials for distribution.
- Automate reporting templates and improve the efficiency of monthly deliverables for the client reporting team (Excel and PowerPoint templates).
- Maintain and improve tracking mechanism for client reports and ad-hoc requests.
- Automate data aggregation & update team’s SharePoint site with historical analytics.
- Assist in vendor and IT related projects (Morningstar, Aladdin, Bloomberg, Investment Monthly Report and data warehouse).
- Respond to RFP data and ad-hoc requests as needed.
Qualifications & Personal Attributes:
- Recent graduate in Finance, Economics, Mathematics, or Computer Science
- High level of accuracy and attention to detail
- Strong interpersonal skills, with the ability to collaborate effectively across a diverse group of professionals
- Excellent time-management, planning, and organisational skills
- Deadline-driven, collaborative, and comfortable multi-tasking
- Solutions-oriented and proactive, with a drive to improve processes
- Proficiency in Microsoft Excel, PowerPoint, and Word is essential
- Genuine interest in leveraging A.I. to improve and automate processes
- Experience in a Marketing or Client Reporting role at an asset management firm preferred
- Basic understanding of financial markets and a strong interest in investment management
- Familiarity with Morningstar Publishing System, Seismic, or Monday.com is a plus, though not essential
- Enthusiasm for developing skills in Excel, VBA, and Python
- Curious, eager to learn, and keen to build industry knowledge
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Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.Neuberger 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 [email protected].
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Neuberger Berman London, England Office
London, United Kingdom
