Portfolio Analytics and Marketing Materials Management Trainee

Konrad Group

Apr 12

Applications are closed

Job
Full-time
Entry Level
Data
IT & Cybersecurity
London

Requirements

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

Responsibilities

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

FAQs

What qualifications are required for this traineeship position at Neuberger Berman?

We are seeking a finance, economics, mathematics or computer science graduate for this 12-month traineeship.

What teams will the trainee work with during this role?

The trainee will work with both the Collateral Management Team (CMT) and Client Reporting Team (CRT) at Neuberger Berman.

What will the trainee be responsible for while working with the Collateral Management Team (CMT)?

The trainee will assist in the production of marketing materials, improving existing processes, collaborating on select marketing materials, and participating in the issuance of factsheets for the UCITS/QIAIF platform.

What will the trainee be responsible for while working with the Client Reporting Team (CRT)?

The trainee will focus on automating portfolio analytics for client reports, supporting the team with administrative projects, producing reporting, handling client questionnaires, data quality and collection, and responding to ad-hoc requests.

What skills and qualities would make a candidate successful in this position?

The ideal candidate should have the ability to multi-task, problem-solve, pay thorough attention to detail, and demonstrate enthusiasm for learning about the investment management industry.

Konrad Group

Konrad is a global digital agency and innovation firm that helps the world's top companies succeed in the digital age.

Technology

Industry

501-1000

Employees

2007

Founded Year

Mission & Purpose

Konrad is a digital agency and product innovation firm that offers strategy, design, and technology services to the world's most ambitious businesses and brands. Leveraging our design-driven approach to building cutting-edge digital solutions, we deliver compelling experiences to our clients and their customers. We are Born Digital. We have offices in New York, Toronto, Vancouver, London, Miami, and San Jose, employing over 500 of the world's brightest digital professionals.