Website Neuberger Berman
About Neuberger Berman
Neuberger Berman, founded in 1939, is a privately held, independent investment management firm. The company has a long-standing history of providing a range of investment services including equities, fixed income, and alternative investments such as private equity and hedge funds. With its commitment to a client-first approach, Neuberger Berman serves a global audience with offices in 30 cities across the Americas, Europe, the Middle East, and Asia, managing hundreds of billions in assets as of 2023. It stands out in the industry for its focus on high-touch client service, rigorous research capabilities, and comprehensive investment solutions designed to align with the unique goals and aspirations of its clients. Neuberger Berman is also recognized for its focus on sustainable investing, offering tailored solutions to meet the growing demand for impact-driven investment strategies.
About this Role
Neuberger Berman strongly believes that material sustainability considerations and active stewardship drive long-term investment returns. This perspective aligns with the needs of clients who value the impact of their investment portfolio alongside performance. Through its Equity Impact team, the company delivers both attractive performance and client impact objectives with a focus on global listed equity portfolios. The Equity Research Analyst, as part of this formidable team, plays a critical role in advancing these objectives by contributing to stock selection and offering valuable insights into sustainable outcomes. This position involves engaging closely with senior portfolio managers and leveraging relationships with management teams to unearth valuable investment opportunities. The successful candidate will work within a dynamic environment that rewards rigorous analysis and constructive dialogue, supporting the strategic vision of Neuberger Berman’s investment pursuits.
Responsibilities
- Drive stock selection through research coverage and recommendations.
- Collaboratively contribute to portfolio construction and strategy.
- Generate investment ideas and conduct fundamental and sustainability due diligence.
- Engage with portfolio holdings and report on sustainable outcomes.
- Participate in portfolio shaping, position sizing, and risk assessments.
- Execute financial modeling and valuation exercises.
- Maintain regular communication with management teams, industry experts, and sell-side analysts.
- Undertake primary research and fieldwork to support investment theses.
Requirements
- Minimum of 5+ years in investment banking, sell-side, or buy-side research experience in equities.
- Strong fundamental research skills, including deep-dive company analysis, financial modeling, and valuation.
- Demonstrable interest or experience in sustainable investing and understanding of industry frameworks.
- Strong analytical and presentation skills, with verbal and written communication proficiency.
- Highly organized with ability to manage multiple projects, multitask and maintain attention to detail.
- Experience with Microsoft Office suite, especially Excel.
- FINRA series qualifications and CFA certifications are advantageous.
Benefits
- Competitive base salary with eligibility for a discretionary bonus.
- Comprehensive benefits package including medical, dental, and vision insurance.
- Retirement benefits.
- Paid time off and life insurance.
- Opportunities for internal advancement within a rewarding corporate culture.
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