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Portfolio Associate - Real Estate Securities Group at Neuberger Berman

Portfolio Associate - Real Estate Securities Group

Neuberger Berman New York, NY Full-Time

The Real Estate Securities Group Portfolio Associate will work closely with team members in New York and Hong Kong. The Associate will support the team with day-to-day group operations, and interact with various production functions at the firm. This person will also assist with daily trading, manage monthly client reporting, and handle many of the administrative roles on the team. This role will provide the individual with an in-depth perspective of the Real Estate Securities Group business including


* Provide administrative support for a busy portfolio management team, including three Managing Directors, and a Senior Vice President
* Manage monthly client reports including written commentary, attribution analysis and company summaries
* Create and update multiple valuation models, model portfolio templates, and databases primarily using Excel, Factset, and Bloomberg
* Trade execution and assist in the trade preparation for client accounts taking into consideration portfolio weightings and specific client goals
* Contribute to the preparation/drafting of marketing materials distributed within Neuberger Berman and to outside clients
* Administrative responsibilities including scheduling appointments, booking client/sales/research meetings, and coordinate travel arrangements; process travel and expense reports
* Potential to eventually provide analytical support in Portfolio Managers in coverage of the Real Estate Securities Sector


* Undergraduate degree and interest in the financial services industry
* Strong academic credentials; all majors are welcome. Our professionals come from a diverse array of educational backgrounds and experience
* Previous relevant work experience a plus (sell-side and/or buy-side)
* CFA candidates preferred
* Series 7 and 66 required
* Must be able to work independently yet function within the team
* Outstanding organizational and problem solving skills
* Ability to prioritize and handle multiple tasks simultaneously in a fast-paced environment
* Excellent oral and written communication skills
* Strong computer skills required, Microsoft Office a must (Word, Excel and PowerPoint)

Neuberger Berman is an equal opportunity/affirmative action 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 address blocked ] - Click here to apply to Portfolio Associate - Real Estate Securities Group.

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Recommended Skills

  • Administration
  • Communication
  • Databases
  • Finance
  • Microsoft Office
  • Microsoft Power Point
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