Senior Research Analyst

About the role

The US IG private credit team sits within Neuberger’s IG fixed income team and is a key component of the firm’s overall suite of product offerings. With over $4bn in committed AUM, the team is quickly growing its client base across both the insurance and pension space. With a focus on corporates, project finance/infrastructure, asset-backed finance and credit tenant leases, all on a global basis, the team is well-positioned and has the depth of relationships and experience to deliver unique and customized portfolio solutions for a variety of client types.

Primary Responsibilities

• Evaluate new investments: Perform in-depth due diligence including credit analysis, research and financial modeling as well as assessing documentation issues with the legal department and determining relative value.
• Investment committee materials: Prepare detailed investment memos and present recommendations for new investments, amendments or waivers.
• Portfolio monitoring: Active management and surveillance of existing portfolio credits including reviewing financial statements, covenant compliance, credit developments and rating agency actions.
• Relationship management: Engage with sell-side agents, sponsors and investment banks to build relationships and source differentiated deal flow.
• Secondary trading: Be proactive and thoughtful around client portfolio demand and potential secondary trading opportunities.
• Industry Initiatives: Stay active and up to date on industry and regulatory developments.
• Business development: Partner with various sales teams in the firm to drive broader business development including client marketing and responding to RFPs.
• Internal collaboration: Work closely with legal, compliance, and risk management to ensure timely communication and efficient management of projects and deals.

Required Qualifications & Skills

• 10+ years of relevant experience in investment grade private placements and portfolio management.
• Bachelor’s degree in finance, accounting or a related field.
• Strong financial modeling, valuation, powerpoint and excel skills.
• Self-starter who has deep knowledge of fixed income markets, products and solutions as well as the broader capital markets.
• Solution-oriented, team player, with strong verbal, written communication and negotiation skills and attention to detail.
• Ability to work effectively within a fast-paced and highly collaborative global firm.

Pay

Compensation details are provided below:

• Illinois: Salary range $170,000 - $220,000
• New York: Salary range $170,000 - $220,000

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.