Nb

Nb

SMA Portfolio Manager

New York, NY

Work authorization required$150k-$185kDetected 30 days ago
AccessibilityCommunicationProblem SolvingCFA

About the role

  • This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
  • We may ultimately pay more or less than the posted range, and the range may be modified in the future.
  • This range is only applicable for jobs to be performed in the job posting location.

Responsibilities

  • Manage taxable US investment grade fixed income SMAs for Neuberger's Intermediary and Private Net Worth sales channels. Mandates include Short Duration, Intermediate, Core, and Corporate Ladders
  • Collaborate closely with Neuberger's fixed income sector teams, to identify investment opportunities across a variety of asset classes, including US Treasuries, Agencies, Investment Grade Corporate Bonds, and Agency Mortgage-Backed Securities and implement them
  • Partner with Municipal Bond team in managing tax-aware strategies
  • Collaborate with Client Portfolio Managers, keeping them abreast of the strategies and investment views
  • Maintain strong counterparty relationships with daily interaction across sales and trading
  • Assist with monthly and quarterly reporting requirements, including attribution, writing commentaries, and client reviews, as well as collateral documents and RFPs
  • The Portfolio Manager and Trader will be joining Neuberger's Fixed Income Separately Managed Account Team and will lead the taxable business.
  • Neuberger manages over $2.4 billion in high quality-focused, taxable investment grade separately managed accounts (SMAs), across the yield curve.
  • The successful candidate will work closely with members of the Investment Grade Credit, Securitized, Rates, and Municipal teams to develop investment ideas and implement them into portfolios.

Requirements

  • 5-7+ years of experience in asset management
  • Experience managing and trading investment grade fixed income Separately Managed Accounts
  • Deep knowledge of fixed income markets, including investment grade corporates, US Treasuries, Agencies, and Agency MBS
  • Highly motivated team player, with strong analytical and problem-solving skills, who works with a sense of urgency and has the ability to prioritize tasks
  • 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.
  • Ability to manage multiple projects/tasks in a fast-paced environment; work under pressure and independently evaluate investment ideas and take ownership of investment performance
  • Exceptional attention to detail and accuracy is critical
  • Excellent communicator with strong written and verbal communication skills
  • SIE, Series 7, and 66

Nice to have

  • Bachelor's degree required within finance, economics, mathematics, or related field, MBA and/or CFA a plus
  • Experience with Investor Tools Perform preferred, but not required

Compensation

  • The salary range for this role is $150,000-$185,000.
  • This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
  • We may ultimately pay more or less than the posted range, and the range may be modified in the future.
  • This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
  • Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
  • The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.

Benefits

  • We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Equal opportunity

  • Neuberger is an equal opportunity employer.
  • equal opportunity employer.

Visa & Work Authorization

  • 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.
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