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- Tasks: Manage client relationships and communicate investment strategies in fixed income markets.
- Company: Join Neuberger Berman, a leading asset management firm known for its innovative solutions.
- Benefits: Enjoy competitive perks, including potential remote work options and professional development opportunities.
- Why this job: Be part of a dynamic team that influences market strategies and drives client success.
- Qualifications: 10+ years in asset management with expertise in fixed income and strong presentation skills required.
- Other info: Opportunity to contribute to thought leadership through market commentary and client materials.
The predicted salary is between 43200 - 72000 £ per year.
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 their respective coverage area of fixed income. This role combines deep technical expertise in fixed income markets with strong client-facing skills to effectively 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.
The position reports to the Global Head of Fixed Income Client Portfolio Management.
- 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 all internal departments, including Marketing, Product Development, Performance Analytics and Legal & Compliance to maintain and develop marketing materials & new fixed income campaign ideas.
- Work closely with the RFP Department to ensure accurate, well written responses to existing product language & help in crafting new language where necessary.
- Provide thought leadership by contributing to market commentary, white papers, and client-facing materials.
- Translate complex fixed income strategies (e.g., duration management, credit selection, yield curve positioning) into digestible insights for clients and internal stakeholders.
- Think strategically about positioning the firm’s credit fixed income platform – develop market analysis, provide input into new product
- 10+ years experience in an equivalent role
- Demonstrated and proven experience within a Product Specialist or Client Portfolio Management function.
- Asset Management industry experience required.
- A proven track record as a strong and effective presenter of Fixed Income products
- Demonstratable expertise in credit products, in particular Non-Investment Grade products.
- Excellent communication and presentation skills both written and spoken, ideally with multiple language skills
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Client Portfolio Manager (m|f|x) employer: E Fundresearch
Contact Detail:
E Fundresearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager (m|f|x)
✨Tip Number 1
Network with professionals in the asset management industry, especially those who specialise in fixed income. Attend industry events, webinars, and conferences to connect with potential colleagues and clients, which can help you gain insights into the role and the company culture.
✨Tip Number 2
Stay updated on the latest trends and developments in fixed income markets. Subscribe to relevant financial news outlets and follow thought leaders on social media to enhance your understanding and be able to discuss current market conditions during interviews.
✨Tip Number 3
Prepare for interviews by practising your presentation skills. Since this role requires strong client-facing abilities, consider conducting mock presentations to friends or mentors, focusing on how to clearly communicate complex fixed income strategies.
✨Tip Number 4
Research StudySmarter and our approach to fixed income strategies. Understanding our values and how we position ourselves in the market will allow you to tailor your discussions and demonstrate your genuine interest in joining our team.
We think you need these skills to ace Client Portfolio Manager (m|f|x)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fixed income markets and client portfolio management. Use specific examples that demonstrate your expertise and achievements in these areas.
Craft a Compelling Cover Letter: Write a cover letter that clearly outlines your passion for the role and how your background aligns with the job requirements. Mention your experience in managing client relationships and your ability to communicate complex financial concepts effectively.
Showcase Your Presentation Skills: Since the role requires strong presentation skills, consider including a brief section in your application that describes your experience in delivering investment reviews or presentations to clients. Highlight any successful pitches or client engagements.
Highlight Thought Leadership: If you have contributed to market commentary, white papers, or client-facing materials, be sure to mention this in your application. This demonstrates your ability to provide insights and thought leadership in the fixed income space.
How to prepare for a job interview at E Fundresearch
✨Showcase Your Technical Expertise
Make sure to highlight your deep understanding of fixed income markets during the interview. Be prepared to discuss specific strategies like duration management and credit selection, as well as how these can be communicated effectively to clients.
✨Demonstrate Client-Facing Skills
Since this role requires strong client interaction, share examples from your past experiences where you successfully managed client relationships. Discuss how you tailored your communication style to meet different client needs.
✨Prepare for In-Person Presentations
Practice your presentation skills, as you will likely need to conduct investment reviews and pitch fixed income solutions. Use clear and concise language to explain complex concepts, ensuring that your audience can easily grasp the information.
✨Research the Company and Its Products
Familiarise yourself with Neuberger Berman’s fixed income strategies and recent market trends. This knowledge will not only help you answer questions more effectively but also demonstrate your genuine interest in the firm and its offerings.
