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- Tasks: Connect clients with our Non-Investment Grade investment team and share market insights.
- Company: Join Neuberger Berman, a leading asset management firm with a collaborative culture.
- Benefits: Competitive salary, diverse work environment, and opportunities for professional growth.
- Why this job: Make an impact by promoting innovative fixed income strategies to clients.
- Qualifications: 10+ years in asset management and expertise in Non-Investment Grade products required.
- Other info: Dynamic role with travel opportunities and a chance to shape client relationships.
The predicted salary is between 54000 - 84000 £ per year.
The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients (both internal and external), acting as a subject matter expert in Non-Investment Grade fixed income (Bonds, Loans, and CLOs). 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.
Primary Responsibilities:
- Promote Neuberger Berman’s Fixed Income strategies, specifically Non-Investment Grade credit (inclusive of Bonds, Loans and CLOs), internally and externally.
- 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 Non-Investment grade Credit fixed income platform – develop market analysis, provide input into new product.
- Work with the CPM team to support the wider Fixed Income platform.
Skills and Experience:
- 10+ years experience in an equivalent role.
- Bachelor’s Degree essential & CFA or equivalent degree preferred.
- Demonstratable expertise in Non-Investment Grade credit products, in particular HY Bonds, Loans, and CLOs.
- 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 Non-Investment Grade products.
- Excellent communication and presentation skills both written and spoken.
- Ability and willingness to travel.
Client Portfolio Specialist (Non Investment Grade) employer: Neuberger Berman
Contact Detail:
Neuberger Berman Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Specialist (Non Investment Grade)
✨Tip Number 1
Network like a pro! Reach out to your connections in the asset management world, especially those who know about Non-Investment Grade products. A friendly chat can lead to opportunities that aren’t even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of fixed income strategies. Be ready to discuss how you can translate complex concepts into insights that clients can easily understand. We want to see your expertise shine!
✨Tip Number 3
Showcase your presentation skills! Whether it’s through mock interviews or networking events, practice explaining Non-Investment Grade products clearly and confidently. Remember, communication is key in this role!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Client Portfolio Specialist (Non Investment Grade)
Some tips for your application 🫡
Know Your Stuff: Make sure you really understand Non-Investment Grade fixed income products. We want to see your expertise shine through in your application, so don’t hold back on showcasing your knowledge about Bonds, Loans, and CLOs.
Tailor Your Application: Don’t just send a generic CV and cover letter. We’re looking for candidates who can connect their experience directly to the role. Highlight your relevant skills and experiences that align with our needs in client portfolio management.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your communication prowess. Use clear, concise language and demonstrate how you can translate complex ideas into digestible insights.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Neuberger Berman
✨Know Your Non-Investment Grade Products
Make sure you brush up on your knowledge of Non-Investment Grade credit products, especially HY Bonds, Loans, and CLOs. Be prepared to discuss their characteristics, market trends, and how they fit into the broader fixed income landscape.
✨Showcase Your Client-Facing Skills
Since this role involves a lot of client interaction, practice articulating complex investment strategies in a clear and engaging way. Think about examples from your past experiences where you've successfully communicated with clients or presented investment ideas.
✨Prepare for Technical Questions
Expect some technical questions related to fixed income markets and portfolio management. Brush up on key concepts like duration management and credit selection, and be ready to explain them in layman's terms to demonstrate your ability to translate complex ideas.
✨Demonstrate Strategic Thinking
Be ready to discuss how you would approach developing and refining fixed income strategies to meet client needs. Think about potential market opportunities and how you can contribute to the firm's positioning in the Non-Investment Grade space.
