Client Portfolio Manager - Equity Research
Confirmed on the employer's own hiring board on Nov 2, 2026. First seen by Alion on Oct 23, 2026. Neuberger Berman scores B on the Alion truth index.
Summary:
The Junior Client Portfolio Manager will support the senior Global Equity Research Client Portfolio Manager in serving as a key link between the firm’s Global Equity Research platform and its stakeholders. The successful candidate will help develop and deliver high-quality client materials, investment updates, market insights and business development support across the firm’s Global Equity Research capabilities. This role requires a solid understanding of equity markets, strong communication skills and the ability to coordinate effectively with investment, distribution and other internal teams in a fast-paced working environment.
The position reports to and works closely with the senior Global Equity Research Client Portfolio Manager, providing day-to-day support across client engagement, product positioning and business development activities.
Responsibilities:
To support the senior Global Equity Research Client Portfolio Manager in promoting Neuberger's Global Equity Research strategies internally and externally.
Partner with Neuberger’s client coverage teams to:
- Develop working knowledge of Neuberger’s suite of Global Equity Research strategies and assist the senior Client Portfolio Manager in responding to client and distribution team enquiries.
- Support the preparation of analysis and materials used to refine strategy positioning in response to evolving client needs and market opportunities.
- Prepare and coordinate deliverables required to support marketing and business development efforts for the relevant strategies.
- Assist with research, preparation and follow-up for prospective client opportunities and pitches.
- Coordinate with internal departments, including Marketing, Product Development, Performance Analytics and Legal & Compliance, to help maintain and develop marketing materials and campaign ideas.
- Collaborate with the RFP Department by reviewing product language, sourcing information and helping draft new content where necessary.
- Assist in drafting market commentary, white papers and other client-facing materials.
- Help translate complex investment concepts into clear, digestible insights for clients and internal stakeholders in a timely manner.
- Conduct market and competitor analysis and provide supporting research on platform positioning and potential product ideas.
- Assist with client reporting and related requests in a timely and accurate manner.
Requirements:
- 2-5 years’ experience in Asset Management or Wealth Management
- Excellent written and verbal communication and presentation skills
- Proficiency in English and Mandarin Chinese (written and spoken) required
- Cantonese and other regional languages are desirable.
- Demonstrable expertise in equity products and markets.
- Detail-oriented, with strong organizational skills and a commitment to accuracy and high-quality execution.
- Bachelor’s degree required.
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