Job

Portfolio Analytics and Marketing Materials Management Trainee

Konrad Group

•

26d ago

💼 Graduate Job

London

You must have a 2:1 or above degree, attention to detail, strong interpersonal and time-management skills, MS Office proficiency, interest in ChatGPT, Excel/VBA/Python knowledge, and curiosity about investment management. Preferred experience in asset management and software knowledge.
You will manage the production of marketing materials, improve data processes, automate reporting templates, track client reports, and assist with vendor projects in a fast-paced environment.

Graduate Job

Data, IT & Cybersecurity•London

We are seeking a finance, economics, mathematics or computer science graduate for a 12-month traineeship at Neuberger Berman.
The trainee will work with both the Collateral Management Team (CMT) and Client Reporting Team (CRT). The successful applicant will have the opportunity to join the client coverage group serving a range of key stakeholders with both data and marketing materials.
Working with CMT, the candidate will assist on the production of marketing materials and on the improvement of existing processes. The successful candidate will have exposure to all asset classes by participating in the issuance of factsheets for the UCITS/QIAIF platform, collaborate on select marketing materials, and partner with a range of teams globally. The trainee will develop an understanding of the firm's diverse product offerings and investment capabilities.
Working with CRT, the primary focus of the role will be to automate portfolio analytics for client reports, support the team with administrative projects and produce reporting, client questionnaires, data quality and collection, and ad-hoc requests.
The position will suit an enthusiastic person who prides themselves on their ability to multi-task, problem-solve and demonstrates a thorough attention to detail. The role would provide an excellent opportunity for a candidate to learn about the world of investment management and investment solutions as the teams interacts with all areas of the business.

2:1 or above University degree.
High level of accuracy and attention to detail
Strong interpersonal skills and ability to collaborate with a diverse group of professionals
Excellent time-management, planning and organisational skills
Deadline-driven, collaborative, and able to multi-task
Solutions-oriented and proactive with the ability to improve processes
Experience working with Microsoft Excel, PowerPoint and Word is essential
An interest in using ChatGPT to improve and automate processes
Experience in a Marketing or Client Reporting role at an asset management firm preferred
Basic understanding of financial markets and interest in investment management
Morningstar Publishing System, Seismic and Workfront software knowledge preferred but not essential
An interest in developing Excel, VBA and Python knowledge
Curious and willing to learn about the industry

2:1 or higher

Bachelors

Data

IT & Cybersecurity

Participate in the monthly factsheet production cycle with maintenance and delivery of factsheets to investment teams and internal/external distribution
Accountable for the timely update of multiple marketing materials including profiles and product briefs; also assist with commentaries and pitchbooks
Improve the quality and efficiency of existing data processes
Partner with Compliance for the approval of marketing materials for distribution
Automate reporting templates, and improve the efficiency of monthly deliverables for the client reporting team (Excel and PowerPoint templates)
Maintain and improve tracking mechanism for client reports and ad-hoc requests
Automate data aggregation & update team’s SharePoint site with historical analytics
Assist in vendor and IT related projects (Morningstar, Aladdin, Bloomberg, Investment Monthly Report and data warehouse)
Respond to RFP data and ad-hoc requests as required

Work type

Full time

Work mode

office

Location

London