Client Portfolio Specialist (Non Investment Grade)

LGBT Great; London; On-site; GBP 90,000 - 120,000; Full time

Job summary

A leading investment firm is seeking a Client Portfolio Specialist specializing in Non-Investment Grade fixed income products. The role involves managing client relationships, communicating investment strategies, and providing market insights. Candidates should have over 10 years of experience, strong presentation skills, and preferably knowledge of German. This position offers a dynamic environment in asset management with extensive opportunities for travel.

Qualifications

• 10+ years experience in a relevant role.
• Demonstrable expertise in Non-Investment Grade credit products.
• Strong and effective presenter with excellent communication skills.

Responsibilities

• Promote Fixed Income strategies internally and externally.
• Conduct investment reviews and consultant due diligence meetings.
• Translate complex strategies into digestible insights.

Skills

Client relationship management

Investment strategy communication

Market analysis

Multilingual communication (preferably German)

Presentation skills

Education

Bachelor's Degree

CFA or equivalent degree

Job description

# **Client Portfolio Specialist (Non Investment Grade)**## at### **Description**Job Description Overview: The Non-Investment Grade Fixed Income Client Portfolio Specialist serves as a critical link between the firm’s Non-Investment Grade Investment team and its clients (both internal and external), acting as a subject matter expert in Non-Investment Grade fixed income (Bonds, Loans, and CLOs). This role combines deep technical expertise in fixed income markets with strong client-facing skills to effectively communicate investment processes, performance, and market insights. The successful candidate will have relevant experience and a proven track record of managing client relationships and supporting portfolio management in a fast-paced asset management environment. The position reports to the Global Head of Fixed Income Client Portfolio Management. Primary Responsibilities: To promote Neuberger Berman’s Fixed Income strategies, specifically Non-Investment Grade credit (inclusive of Bonds, Loans and CLOs), internally and externally: Partner with Neuberger Berman’s client coverage teams to Support the development and refinement of fixed income strategies to meet evolving client needs and market opportunities. Identify new business opportunities and assist in pitching relevant fixed income solutions to prospective clients. Conduct in-person investment reviews with clients, consultant due diligence meetings, new business presentations and finals. 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 Non-Investment grade Credit fixed income platform – develop market analysis, provide input into new product Work with the CPM team to support the wider Fixed Income platform Skills and Experience: 10+ years experience in an equivalent role Bachelor’s Degree essential & CFA or equivalent degree preferred Demonstratable expertise in Non-Investment Grade credit products, in particular HY Bonds, Loans, and CLOs. Demonstrated and proven experience within a Product Specialist or Client Portfolio Management function. Asset Management industry experience required. A proven track record as a strong and effective presenter of Non-Investment Grade products Excellent communication and presentation skills both written and spoken, ideally with multiple language skills (preferably German) Ability and willingness to travel Neuberger Berman 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 [e-mail]. Learn about the Applicant Privacy Notice. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) 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 760-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/