Stewardship and Sustainable Investing Associate

About Neuberger Berman:

Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $508 billion in client assets (as of December 31, 2024) 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 750-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 11 consecutive years (firms with 1,000+ employees).

Position Overview:

The Stewardship and Sustainable Investing Group is responsible for deepening and innovating Neuberger Berman’s integration of financially material environmental, social, and governance factors across equities, fixed income, and private investment strategies. This includes partnering with our portfolio managers on further improving their investment processes, developing, and launching new sustainable and impact investing strategies, and coordinating and guiding the engagement and stewardship activities of our portfolio managers and analysts. The team also works directly with clients around the world to understand their investment objectives and develop innovative solutions.

The successful candidate will be an integral part of the integration of financially material environmental, social, and governance factors for pecuniary reasons in research and investment processes across public markets products. The candidate will develop enhancements to a proprietary scoring system which includes third party specialized data, qualitative analyst inputs and data science insights. The individual will have significant exposure to the firm’s research departments as well as portfolio management teams in helping them identify, analyze, and integrate these factors into their investment process. This role has a pathway to directly contribute to investment strategies over time. This position will be based in New York City.

Primary Responsibilities:

• Partner with Credit and Equity analysts on the identification of financially material factors

• Maintain and enhance NB’s proprietary scoring methodology to measure and evaluate performance on financially material factors

• Contribute to the deeper integration of financially material environmental, social, and governance factors into investment processes which involves working directly research analysts and portfolio managers

• Conduct research and quantitative analysis, producing presentations for internal and external use to contribute to the development and execution of integration processes, data analytics, and reporting

• Partner with portfolio managers and experienced industry analysts to prepare for and participate in engagements with company management teams and board members

• Collaborate with colleagues across the firm on projects to support the successful implementation of the firm’s overall Stewardship and Sustainable Investing strategy and enhance the firm’s sustainable investing capabilities, including staying abreast of industry trends and regulations, and engaging with industry collaborations and working groups

• Assist the Client, Marketing and RFP teams with relevant requests (periodic reporting, UN PRI reporting process, annual reporting) and support the development of thought leadership through research and writing, client engagement, and broader industry collaborations

Experience & Skills Qualifications:

• Demonstrated experience and interest in sustainability or impact investing and high proficiency in sustainability data, frameworks, reporting, and industry best practices

• Demonstrated experience of investment processes which may have come from experience in investment banking, investment management, sell-side research, or management consulting

• Track record of balancing multiple stakeholders, building consensus, and delivering results

• Excellent proficiency in Microsoft Excel, PowerPoint and Data analytics. Basic programming skills is a plus such as SQL or Python

• Self-starter with strong analytical, organizational, writing, and project management skills

• Strong verbal and written communication skills, including synthesizing research and conceptual work into actionable and presentable deliverables

• Ability to independently manage multiple p