Jobs · Finance · New York

Equity Research Analyst, Impact Investing - Vice President

CHEManager International · New York, NY · 2 mo ago
Finance$150k–$200k/yrFull-time

Neuberger believes that material sustainability considerations and stewardship are an important driver of long-term investment returns. The Equity Impact team works with global clients to deliver attractive investment performance and progress against client impact objectives through listed equity portfolios (US & Global). This role is for an experienced professional in investment research, investment banking, asset management, or accounting/valuation with an entrepreneurial attitude and interest in sustainable outcomes.

About the role

The successful candidate will be an integral part of the Equity Impact team, contributing to fundamental research, company coverage, and sustainability responsibilities. As a Research Analyst, you will work closely with senior portfolio managers and collaborate with Global Equity Research and Data Science groups to identify investment recommendations and emerging industry trends. The team employs deep, fundamental research, leverages strong relationships with management teams, conducts primary research, and coordinates with colleagues across the capital structure to develop investment recommendations.

Responsibilities

  • Drive stock selection through research coverage and recommendations, contributing to portfolio construction.
  • Generate investment ideas and conduct fundamental and sustainability due diligence on potential investments.
  • Engage with portfolio holdings and report on sustainable outcomes.
  • Contribute to position sizing, risk assessment, diversification, and monitoring exposures.
  • Perform financial modeling, valuation, and regular communication with management teams, industry experts, sell-side analysts, and field research.

Requirements

  • Minimum of 5+ years of investment banking, sell-side, or buy-side research experience in equities.
  • Passion for investing with strong fundamental research skills, including deep-dive company analysis, financial modeling, valuation, and industry/competitive assessments.
  • Prior experience or strong demonstrated interest in sustainable investing, with familiarity of industry frameworks and terminology.
  • Strong analytical and presentation skills, with the ability to convey complex information succinctly.
  • Highly organized with the ability to manage multiple projects while maintaining attention to detail and follow-through.
  • Must be able to provide strong personal and professional references.
  • Curious, intellectually honest, with a strong commercial instinct and demonstrated interest in equity markets.
  • Enjoys collaborative projects and being part of a team building an innovative business.
  • Proficient to advanced skills with Microsoft Office, especially Excel.
  • FINRA series qualifications and professional certifications such as CFA are helpful.
  • Authorized to work in the country where the role is located without the need for current or future sponsorship.

Pay

The salary range for this role is $150,000–$200,000. The final pay position within this range will be based on factors including education, qualifications, certifications, experience, skills, seniority, geographic location, and business needs. This role is also eligible for a discretionary bonus as part of a comprehensive compensation package.

Benefits

  • Paid time off.
  • Medical, dental, and vision insurance.
  • Retirement contributions.
  • Life insurance and other benefits for eligible employees.

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