Trainee-Client Portfolio Specialist

Supports the Fixed Income Client Portfolio Management team by preparing client materials, analyzing market data, and assisting with investment communications during a 12-month paid traineeship in asset management.

About Neuberger:

Neuberger was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.

As a private, independent, employee-owned investment manager, Neuberger is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together.

From offices in 40 cities worldwide, Neuberger manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With more than 700 investment professionals and more than 2,900 employees in total, Neuberger has built a diverse team of individuals united in their commitment to client outcomes and investment excellence.

Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013.

Position Overview: 

Neuberger is looking for a motivated and ambitious student or recent graduate to join our EMEA Fixed Income Client Portfolio Management (CPM) team in London as a paid trainee for a 12-month placement.

The EMEA FI CPM team serves as a critical link between the firm’s Fixed Income investment platform and its clients and internal stakeholders across the region, acting as subject matter experts across Investment Grade, Non-Investment Grade, Multi-Sector and European Fixed Income strategies. The team partners closely with Client Coverage, Marketing, Product Development, Performance Analytics and Legal & Compliance to represent Neuberger’s fixed income capabilities to institutional and intermediary clients across EMEA.

This is an exciting opportunity to gain hands-on experience within a fast-paced, global investment management environment, working day-to-day alongside senior Client Portfolio Managers and Specialists. For the right candidate, strong performance during the traineeship could lead to a permanent role within the team.

Primary Responsibilities:

• The trainee will provide day-to-day support to the EMEA FI CPM team across the following areas:

• Support the team in preparing materials for client investment reviews, consultant due diligence meetings, new business presentations and finals.

• Assist with drafting and updating marketing materials, market commentary, white papers and newsletters covering Neuberger’s Investment Grade, Non-Investment Grade, Multi-Sector and European Fixed Income strategies.

• Help maintain and update RFP/DDQ content libraries, assisting with accurate, well-written responses to new mandate opportunities and client questionnaires.

• Support monitoring of performance, market developments and competitor positioning across the Fixed Income product range.

• Assist in preparing presentation decks and briefing materials for conferences, client meetings and internal stakeholders.

• Liaise with internal departments, including Marketing, Product Development, Performance Analytics and Legal & Compliance, to help coordinate materials and campaign ideas.

• Assist with the compilation and analysis of Fixed Income market and portfolio data to support internal reporting and client communications.

• Provide general day-to-day administrative and organizational support to the EMEA FI CPM team, including scheduling, data compilation and ad hoc project work.

Key Requirements / Qualifications: (essential unless otherwise stated)

• A demonstrable interest in fixed income markets and asset management.

• Currently pursuing a university degree or a recent graduate; flexible around degree discipline.

• Experience of interning/placement within the asset management industry

• Excellent written and verbal communication skills.

• High level of accuracy and strong attention to detail.

• Highly organized, motivated and a self-starter, with the ability to manage multiple tasks and deadlines.

• Ability to work effectively as part of a global team.

• Strong proficiency in Microsoft Office (Excel, PowerPoint, Word); proficiency in AI tools.