Equity Research Analyst, Impact Investing - Vice President
Position Overview
Neuberger believes that material sustainability considerations and stewardship are an important driver of long-term investment returns. We also understand that for some of our clients, the impact of their portfolio is an important consideration in conjunction with investment performance. 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).
About the role
The successful candidate will be an integral part of the team with fundamental research, company coverage and sustainability responsibilities. The role is intended for an experienced professional in investment research, investment banking, asset management or accounting/valuation with an entrepreneurial attitude and applicable interest in sustainable outcomes.
Primary Responsibilities
- Drive stock selection via research coverage and recommendations
- Collaboratively contribute to portfolio construction
- Idea generation
- Conduct fundamental and sustainability due diligence on potential investments
- Engage with portfolio holdings and report on sustainable outcomes
- Financial modelling
- Valuation
- Regular communication with management teams, industry experts, sell-side analysts and field research
Qualifications
- Minimum of 5+ years of investment banking, sell-side or buy-side research experience in equities
- Passion for investing with strong fundamental research skills such as 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 verbal and written communication skills to convey complex information succinctly
- Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through
- Must be able to provide strong personal and professional references
- Curious and intellectually honest with 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
Experience & Skills
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $150,000-$200,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Benefits
We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.