Neuberger Berman
Equity Research Analyst
Neuberger Berman, New York, New York, us, 10261
Neuberger Berman
, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 39 cities across 26 countries, Neuberger Berman's diverse team has over 2,800 professionals. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations as first or second (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2014. The firm manages $474 billion in client assets as of March 31, 2024. For more information, please visit our website at www.nb.com (https://c212.net/c/link/?t=0&l=en&o=2887708-1&h=1579099447&u=http%3A%2F%2Fwww.nb.com%2F&a=www.nb.com) .
Summary:
An investment team within the Neuberger Berman Private Asset Management division is seeking an Equity Research Analyst to support its investment strategies specializing in high net worth, institutional separate accounts, and a closed-end mutual fund. Our team is dedicated to providing exceptional investment strategies tailored to our clients’ needs. We focus on publicly traded energy infrastructure companies, leveraging our expertise and industry insights to deliver superior returns. The Analyst’s primary responsibility will be to conduct in-depth research and analysis on companies within the energy infrastructure sector, providing valuable insights to support our investment decisions. The Equity Analyst will work closely with a team of portfolio managers, will be an integral part of our team, and will have a direct impact on the portfolio.
Responsibilities:
Conduct comprehensive fundamental research on companies in the energy sector including but not limited to midstream service providers, utilities, and renewable energy companies
Monitor and evaluate existing portfolio holdings, identifying opportunities and risks
Generate new investment ideas – prepare detailed reports and presentations for internal discussions with portfolio managers
Build and maintain financial models; integrate those models into the team’s valuation framework and research management system
Collaborate with portfolio managers, research analysts, and other team members to contribute to the overall investment process
Build and maintain relationships with company management teams, and travel as needed to attend investment conferences
Participate in team business initiatives
Qualifications:
1-4 years of experience in financial analysis required
Knowledge of the energy sector is preferred
Ability to articulate a clear and concise investment recommendation
Highly organized with ability to multi-task
Proficient with advanced skills in Microsoft Office suite, especially Excel
Self-motivated, curious, and intellectually honest with a demonstrated interest in equity markets
Must be a team player and have a desire to learn about and work on all facets of our business
Compensation Details
The salary range for this role is $90,000-$125,000. 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 New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal
opportunity/affirmative
action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact
onlineaccommodations@nb.com
.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by
Pensions & Investments
as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin
, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 39 cities across 26 countries, Neuberger Berman's diverse team has over 2,800 professionals. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations as first or second (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2014. The firm manages $474 billion in client assets as of March 31, 2024. For more information, please visit our website at www.nb.com (https://c212.net/c/link/?t=0&l=en&o=2887708-1&h=1579099447&u=http%3A%2F%2Fwww.nb.com%2F&a=www.nb.com) .
Summary:
An investment team within the Neuberger Berman Private Asset Management division is seeking an Equity Research Analyst to support its investment strategies specializing in high net worth, institutional separate accounts, and a closed-end mutual fund. Our team is dedicated to providing exceptional investment strategies tailored to our clients’ needs. We focus on publicly traded energy infrastructure companies, leveraging our expertise and industry insights to deliver superior returns. The Analyst’s primary responsibility will be to conduct in-depth research and analysis on companies within the energy infrastructure sector, providing valuable insights to support our investment decisions. The Equity Analyst will work closely with a team of portfolio managers, will be an integral part of our team, and will have a direct impact on the portfolio.
Responsibilities:
Conduct comprehensive fundamental research on companies in the energy sector including but not limited to midstream service providers, utilities, and renewable energy companies
Monitor and evaluate existing portfolio holdings, identifying opportunities and risks
Generate new investment ideas – prepare detailed reports and presentations for internal discussions with portfolio managers
Build and maintain financial models; integrate those models into the team’s valuation framework and research management system
Collaborate with portfolio managers, research analysts, and other team members to contribute to the overall investment process
Build and maintain relationships with company management teams, and travel as needed to attend investment conferences
Participate in team business initiatives
Qualifications:
1-4 years of experience in financial analysis required
Knowledge of the energy sector is preferred
Ability to articulate a clear and concise investment recommendation
Highly organized with ability to multi-task
Proficient with advanced skills in Microsoft Office suite, especially Excel
Self-motivated, curious, and intellectually honest with a demonstrated interest in equity markets
Must be a team player and have a desire to learn about and work on all facets of our business
Compensation Details
The salary range for this role is $90,000-$125,000. 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 New York City. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.
Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.
Neuberger Berman is an equal
opportunity/affirmative
action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact
onlineaccommodations@nb.com
.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by
Pensions & Investments
as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: http://www.nb.com/linkedin