Client Portfolio Manager (Fixed Income)
Client Portfolio Manager (Fixed Income)

Client Portfolio Manager (Fixed Income)

London Full-Time 43200 - 72000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage client relationships and communicate fixed income strategies effectively.
  • Company: Join Neuberger Berman, a leading asset management firm with a strong reputation.
  • Benefits: Enjoy a dynamic work environment with opportunities for professional growth and development.
  • Why this job: Be part of a collaborative team that influences investment strategies and market insights.
  • Qualifications: 10+ years in a similar role; Bachelor's degree required, CFA preferred.
  • Other info: Equal opportunity employer; accessibility assistance available.

The predicted salary is between 43200 - 72000 £ per year.

Join to apply for the Client Portfolio Manager (Fixed Income) role at Neuberger Berman. The Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s investment team and its clients (both internal and external), acting as a subject matter expert in fixed income. This role combines deep technical expertise with strong client-facing skills to communicate investment processes, performance, and market insights. The successful candidate will have relevant experience and a proven track record of managing client relationships and supporting portfolio management in a fast-paced asset management environment.

Primary Responsibilities

  • Partner with Neuberger Berman’s client coverage teams to support the development and refinement of fixed income strategies to meet evolving client needs and market opportunities.
  • Identify new business opportunities and assist in pitching relevant fixed income solutions to prospective clients.
  • Conduct in-person investment reviews with clients, consultant due diligence meetings, new business presentations, and finals.
  • Interface with internal departments, including Marketing, Product Development, Performance Analytics, and Legal & Compliance, to maintain and develop marketing materials and new fixed income campaign ideas.
  • Work closely with the RFP Department to ensure accurate, well-written responses to existing product language and help craft new language where necessary.
  • Provide thought leadership by contributing to market commentary, white papers, and client-facing materials.
  • Translate complex fixed income strategies into digestible insights for clients and internal stakeholders.
  • Develop market analysis and provide input into new product positioning strategies.

Skills And Experience

  • 10+ years of experience in a similar role.
  • Bachelor’s Degree required; CFA or equivalent preferred.
  • Proven experience within a Product Specialist or Client Portfolio Management role.
  • Asset Management industry experience required.
  • Strong presentation skills, especially in Fixed Income products.
  • Expertise in credit products, particularly Non-Investment Grade.
  • Excellent communication skills, potentially multilingual.
  • Willingness to travel.

Neuberger Berman is an equal opportunity employer. For accessibility assistance, contact onlineaccommodations@nb.com.

Client Portfolio Manager (Fixed Income) employer: Neuberger Berman

Neuberger Berman is an exceptional employer that fosters a collaborative and innovative work culture, particularly for the Client Portfolio Manager (Fixed Income) role. With a strong emphasis on employee growth and development, the firm offers extensive training opportunities and encourages thought leadership, allowing employees to contribute meaningfully to market insights and client strategies. Located in a dynamic financial hub, Neuberger Berman provides a stimulating environment where professionals can thrive and make a significant impact in the asset management industry.
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Contact Detail:

Neuberger Berman Recruiting Team

onlineaccommodations@nb.com

StudySmarter Expert Advice 🤫

We think this is how you could land Client Portfolio Manager (Fixed Income)

✨Tip Number 1

Familiarise yourself with the latest trends and developments in fixed income markets. Being able to discuss current market conditions and how they impact investment strategies will demonstrate your expertise during interviews.

✨Tip Number 2

Network with professionals in the asset management industry, especially those who work in fixed income. Attend relevant conferences or webinars to connect with potential colleagues and learn more about the role's expectations.

✨Tip Number 3

Prepare to showcase your client relationship management skills. Think of specific examples where you've successfully managed client expectations or resolved issues, as this will be crucial for the Client Portfolio Manager role.

✨Tip Number 4

Brush up on your presentation skills, particularly in conveying complex information simply. You may be asked to present investment strategies or market insights, so practice explaining these concepts clearly and confidently.

We think you need these skills to ace Client Portfolio Manager (Fixed Income)

Client Relationship Management
Fixed Income Expertise
Presentation Skills
Market Analysis
Investment Strategy Development
Communication Skills
Technical Writing
Business Development
Collaboration with Internal Teams
Multilingual Communication
Asset Management Knowledge
Credit Products Knowledge
Non-Investment Grade Expertise
Thought Leadership

Some tips for your application 🫡

Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Portfolio Manager (Fixed Income) position. Familiarise yourself with fixed income strategies and the asset management industry to tailor your application effectively.

Highlight Relevant Experience: In your CV and cover letter, emphasise your 10+ years of experience in a similar role. Showcase specific examples of how you've managed client relationships and supported portfolio management, particularly in fixed income products.

Craft a Compelling Cover Letter: Write a cover letter that not only outlines your qualifications but also demonstrates your passion for fixed income investment. Discuss how your skills align with Neuberger Berman's needs and how you can contribute to their client coverage teams.

Proofread Your Application: Before submitting, carefully proofread your application materials. Ensure there are no grammatical errors or typos, as attention to detail is crucial in this role. A polished application reflects your professionalism and commitment.

How to prepare for a job interview at Neuberger Berman

✨Showcase Your Technical Expertise

As a Client Portfolio Manager in Fixed Income, it's crucial to demonstrate your deep understanding of fixed income products. Be prepared to discuss specific strategies you've implemented and how they benefited clients, showcasing your technical knowledge and experience.

✨Prepare for Client-Facing Scenarios

Since this role involves significant client interaction, practice articulating complex investment concepts in a clear and engaging manner. Use examples from your past experiences where you successfully communicated with clients or led investment reviews.

✨Highlight Your Collaborative Skills

This position requires working closely with various internal teams. Be ready to discuss how you've collaborated with marketing, product development, or compliance in previous roles, and how that teamwork contributed to successful outcomes.

✨Demonstrate Thought Leadership

Prepare to discuss any market commentary, white papers, or client-facing materials you've contributed to. This will show your ability to provide insights and thought leadership in the fixed income space, which is essential for this role.

Client Portfolio Manager (Fixed Income)
Neuberger Berman
N
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