Client Portfolio Specialist (Fixed Income)

The Client Portfolio Specialist (APAC ex Japan) serves as a critical link between the firm’s Fixed Income platform and its stakeholders. The successful candidate will act as a subject matter expert across the firm’s Fixed Income suite of capabilities in front of external clients as well as the firm’s distribution teams. This role combines deep technical expertise in fixed income markets with strong interpersonal skills to effectively communicate investment processes, performance, and market insights. The successful candidate will have relevant experience and a proven track record of managing key stakeholder relationships and supporting portfolio management in a fast-paced asset management environment.

Responsibilities:

To promote Neuberger’s Fixed Income strategies, internally and externally. Partner with Neuberger’s client coverage teams to:

• Act as subject matter expert of Neuberger’s suite of Fixed Income strategies to drive business growth in the APAC ex Japan region.
• Support the development and refinement of fixed income strategies to meet evolving client needs and market opportunities.
• Assist with deliverables as required to support marketing efforts of the firm’s Fixed Income strategies in the region.
• Identify new business opportunities and assist in pitching relevant fixed income solutions to prospective clients.
• Conduct investment review meetings with clients.
• Interface with all internal departments, including Marketing, Product Development, Performance Analytics and Legal & Compliance to maintain and develop marketing materials & new fixed income campaign ideas.
• Work closely with the RFP Department to ensure accurate, well-written responses to existing product language & help in crafting new language where necessary.
• Provide thought leadership by contributing to market commentary, white papers, and client-facing materials.
• Translate complex fixed income strategies (e.g., duration management, credit selection, yield curve positioning) into digestible insights for clients and internal stakeholders.
• Think strategically about positioning the firm’s fixed income platform – develop market analysis, provide input into new product ideas
• Assist in client reporting tasks in a timely and accurate manner.
• Work with the CPM (Client Portfolio Manager) team to support the wider Fixed Income platform.

Requirements:

• 10+ years’ experience in an equivalent role
• 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.
• Proven experience in a Product Specialist or Client Portfolio Management role within asset management is required.
• Demonstrable expertise in Fixed Income products and markets.
• Bachelor’s degree required; CFA or equivalent preferred.
• A proven track record as a strong and effective presenter in front of external clients.
• Ability and willingness to travel.

Neuberger is an equal opportunity 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 [email protected].

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