Research Analyst

Posted 2 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
115K-140K Annually
Mid level
Financial Services
The Role
Conduct fundamental credit analysis and generate investment ideas for tax-exempt and taxable municipal bond portfolios. Build financial models, write credit reports, present recommendations, and use data and emerging AI/automation tools to improve research, workflow automation, monitoring, and idea generation. Maintain sector relationships and collaborate with portfolio managers.
Summary Generated by Built In

We are seeking a highly motivated and proactive Research Analyst to join the Municipal Fixed Income team in New York. Our goal is to deepen our research capabilities through both fundamental credit analysis and the thoughtful use of technology and data tools. The role will work closely with Research Analysts and Portfolio Managers to generate investment ideas across tax-exempt and taxable municipal bond portfolios. The ideal candidate brings strong analytical skills along with an interest in applying emerging AI and data tools to enhance research efficiency and investment insights.

Responsibilities:

  • Proactively research, identify and implement investment ideas across coverage sectors. 
  • Evaluate and integrate sector trends into actionable investment recommendations.
  • Maintain a high quality and consistent work product with respect to financial modeling, analysis of credit/ sector trends, written credit reports and credit review presentations to Portfolio Managers.
  • Utilize data analysis tools and emerging AI applications to improve the efficiency, depth, and consistency of credit research.
  • Identify ways to automate routine workflows, organize large data sets, and enhance monitoring of credit trends across sectors.
  • Apply technology tools to support idea generation, scenario analysis, and surveillance of portfolio risks.
  • Establish and maintain industry relationships within covered sectors.

Requirements:

  • 2-4 years of research experience preferred.
  • Experience or demonstrated interest in the municipal bond market.
  • Bachelor’s degree required; Master’s degree preferred with a strong academic record.
  • Proficient written and verbal communication skills sufficient to share ideas and influence portfolio outcomes.
  • Familiarity with AI tools, data platforms, or automation tools that can enhance research efficiency and idea generation.
  • Interest in applying emerging technologies to improve how data is gathered, organized, and analyzed across sectors.
  • Candidate must be hard-working and proactive who enjoys working in a fast-paced trading desk environment, with the ability to independently evaluate investment ideas within covered sectors.
  • Relationship skills to work successfully within the Municipal Fixed Income department and to work cooperatively across the Neuberger Berman organization.
  • Series 7 & 66 within 6 months of joining.

#LI-LN1

#LI-Hybrid

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.

Compensation Details

The salary range for this role is $115,000-$140,000. 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 range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

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.

Neuberger 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].

Learn about the Applicant Privacy Notice.

Skills Required

  • 2-4 years of research experience
  • Experience or demonstrated interest in the municipal bond market
  • Bachelor's degree
  • Master's degree
  • Proficient written and verbal communication skills
  • Familiarity with AI tools, data platforms, or automation tools
  • Ability to automate workflows, organize large data sets, and apply technology to research
  • Ability to work in a fast-paced trading desk environment and independently evaluate investment ideas
  • Relationship and collaboration skills across the organization
  • Series 7 and Series 66 obtained within 6 months of joining
  • Authorized to work in the country without sponsorship

Neuberger Berman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Neuberger Berman and has not been reviewed or approved by Neuberger Berman.

  • Retirement Support Employer-funded retirement contributions are widely highlighted as a standout perk that materially strengthens total rewards. Feedback suggests this benefit often offsets concerns about lower cash compensation.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage is characterized as solid and reliable. Feedback suggests health benefits are a stable pillar of the package.
  • Leave & Time Off Breadth PTO and paid leave are commonly viewed as supportive within the industry context. Feedback suggests time-off policies contribute meaningfully to perceived overall value.

Neuberger Berman Insights

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
2,667 Employees
Year Founded: 1939

What We Do

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. For important disclosures: http://www.nb.com/linkedin

Similar Jobs

PEAK6 Logo PEAK6

Fundamental Research Analyst

Fintech • Information Technology • Financial Services • App development
Hybrid
New York, NY, USA
1900 Employees
87K-109K Annually

BlackRock Logo BlackRock

Health Care Research Analyst, Vice President

Fintech • Information Technology • Financial Services
In-Office
New York, NY, USA
25000 Employees
155K-210K Annually
Hybrid
3 Locations
14000 Employees
59K-72K Annually

Bank of America Logo Bank of America

Equity Research Analyst/Associate- Payments, Processors & IT Services

Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
In-Office
New York, NY, USA
208000 Employees
110K-175K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account