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
Responsible for portfolio positioning, trade modeling, managing cash flows, trade execution across a wide variety of fixed income asset classes, and monitoring risk
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
Daily monitoring of portfolios to ensure they remain in compliance with investment strategies and guidelines
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
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
Bachelor's degree required within finance, economics, mathematics, or related field, MBA and/or CFA a plus
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
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
Experience with Investor Tools Perform preferred, but not required
SIE, Series 7, and 66
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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
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Benefits
Dental insuranceVision insurancePerformance bonus
Additional Information
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.
Nb · New York, NY