Client Portfolio Specialist (Non Investment Grade)

Job Description

Overview:

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:

To 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, ideally with multiple language skills
• Ability and willingness to travel

Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].

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