Client Portfolio Manager - Equity Research

Summary:

The Junior Client Portfolio Manager will support the senior Global Equity Research Client Portfolio Manager in serving as a key link between the firm’s Global Equity Research platform and its stakeholders. The successful candidate will help develop and deliver high-quality client materials, investment updates, market insights and business development support across the firm’s Global Equity Research capabilities. This role requires a solid understanding of equity markets, strong communication skills and the ability to coordinate effectively with investment, distribution and other internal teams in a fast-paced working environment.

The position reports to and works closely with the senior Global Equity Research Client Portfolio Manager, providing day-to-day support across client engagement, product positioning and business development activities.

Responsibilities: 

To support the senior Global Equity Research Client Portfolio Manager in promoting Neuberger's Global Equity Research strategies internally and externally.

Partner with Neuberger’s client coverage teams to:

• Develop working knowledge of Neuberger’s suite of Global Equity Research strategies and assist the senior Client Portfolio Manager in responding to client and distribution team enquiries.
• Support the preparation of analysis and materials used to refine strategy positioning in response to evolving client needs and market opportunities.
• Prepare and coordinate deliverables required to support marketing and business development efforts for the relevant strategies.
• Assist with research, preparation and follow-up for prospective client opportunities and pitches.
• Coordinate with internal departments, including Marketing, Product Development, Performance Analytics and Legal & Compliance, to help maintain and develop marketing materials and campaign ideas.
• Collaborate with the RFP Department by reviewing product language, sourcing information and helping draft new content where necessary.
• Assist in drafting market commentary, white papers and other client-facing materials.
• Help translate complex investment concepts into clear, digestible insights for clients and internal stakeholders in a timely manner.
• Conduct market and competitor analysis and provide supporting research on platform positioning and potential product ideas.
• Assist with client reporting and related requests in a timely and accurate manner.

Requirements:

• 2-5 years’ experience in Asset Management or Wealth Management
• Excellent written and verbal communication and presentation skills
• Proficiency in English and Mandarin Chinese (written and spoken) required
• Cantonese and other regional languages are desirable.
• Demonstrable expertise in equity products and markets.
• Detail-oriented, with strong organizational skills and a commitment to accuracy and high-quality execution.
• Bachelor’s degree required.


Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.

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].

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