Description:
The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients (both internal and external), acting as a subject matter expert in Non-Investment Grade fixed income (Bonds, Loans, and CLOs). This role combines deep technical expertise in fixed income markets with strong client-facing skills to effectively communicate investment processes, performance, and market insights. The successful candidate will have relevant experience and a proven track record of managing client relationships and supporting portfolio management in a fast-paced asset management environment.
The position reports to the Global Head of Fixed Income Client Portfolio Management.
Primary Responsibilities
To promote Neuberger Berman’s Fixed Income strategies, specifically Non-Investment Grade credit (inclusive of Bonds, Loans and CLOs), internally and externally:
- Partner with Neuberger Berman’s client coverage teams to
- Support the development and refinement of fixed income strategies to meet evolving client needs and market opportunities.
- Identify new business opportunities and assist in pitching relevant fixed income solutions to prospective clients.
- Conduct in-person investment reviews with clients, consultant due diligence meetings, new business presentations and finals.
- Interface with all internal departments, including Marketing, Product Development, Performance Analytics and Legal & Compliance to maintain and develop marketing materials & new fixed income campaign ideas.
- Work closely with the RFP Department to ensure accurate, well written responses to existing product language & help in crafting new language where necessary.
- Provide thought leadership by contributing to market commentary, white papers, and client-facing materials.
- Translate complex fixed income strategies (e.g., duration management, credit selection, yield curve positioning) into digestible insights for clients and internal stakeholders.
- Think strategically about positioning the firm’s Non-Investment grade Credit fixed income platform – develop market analysis, provide input into new product
- Work with the CPM team to support the wider Fixed Income platform
Skills And Experience
- 10+ years experience in an equivalent role
- Bachelor’s Degree essential & CFA or equivalent degree preferred
- Demonstratable expertise in Non-Investment Grade credit products, in particular HY Bonds, Loans, and CLOs.
- Demonstrated and proven experience within a Product Specialist or Client Portfolio Management function.
- Asset Management industry experience required.
- A proven track record as a strong and effective presenter of Non-Investment Grade products
- Excellent communication and presentation skills both written and spoken, ideally with multiple language skills (preferably German)
- Ability and willingness to travel