SMA Portfolio Manager
$150k - $185kCFA Institute
Overview The Portfolio Manager and Trader will join Neuberger's Fixed Income Separately Managed Account Team and will lead the taxable business. Neuberger Berman 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 Investment Grade Credit, Securitized, Rates, and Municipal teams to develop investment ideas and implement them into portfolios. 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 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 Qualifications 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 Compensation and Benefits 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 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 not 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 View email address on click.appcast.io. Learn about the Applicant Privacy Notice. #J-18808-Ljbffr
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