- Intuit (Hempstead, NY)
- …customer experience, professionalism, and genuine interest in helping clients achieve their financial goals (eg, saving for retirement , college funds, weddings, ... will serve as a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit's mission of "Powering Prosperity Around the… more
- Neuberger Berman (New York, NY)
- …Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group ... internal partners to deliver a clear and comprehensive analysis of our client's financial situation. The senior wealth planner will also be responsible for reviewing… more
- Neuberger Berman (New York, NY)
- …of the team's high-net-worth client base. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep ... information, and new business pipeline in the Salesforce database + ** Professional Development** : Enhance job knowledge by participating in educational… more
- Neuberger Berman (New York, NY)
- …an integral part of the team. The role is intended for an experienced professional in financial services and/or strategy with an entrepreneurial attitude and ... is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide. Our broad… more
- Neuberger Berman (New York, NY)
- …within investment technology. Buy-side experience is a plus. + Strong financial data analysis skills; hands-on experience with market, reference, and transaction ... also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a… more
- Neuberger Berman (New York, NY)
- …outcomes. This role is ideal for a detail-oriented and collaborative professional seeking to develop expertise in alternatives investments and operational best ... investment operations, or a related field within asset management or financial services. + Experience with process documentation, workflow analysis, or operational… more
- Neuberger Berman (New York, NY)
- …position assists with the preparation of historical investment performance analyses, financial statements, and related reports. Private Equity is a rapidly growing ... + Serve as a key member of the finance team overseeing accounting and financial reporting for Neuberger Berman's Secondary Funds business + Support accounting and … more
- Neuberger Berman (New York, NY)
- Neuberger Berman is seeking a skilled and detail-oriented professional to join our Production Compensation Team within the Finance group. In this role, you will ... contributing to innovation, efficiency, and insights that assist the firm's financial planning. The position involves working closely with various groups, including… more
- Neuberger Berman (New York, NY)
- …quantitative background, proficiency in Python and SQL, a strong interest in financial markets, and outstanding analytical and communication skills. This is an ... experience in a quantitative, analytical, or risk-focused role within financial services or asset management + Strong interest in...and Bloomberg PORT is a plus + Progress towards professional certifications such as FRM, CFA, CAIA or similar… more
- Neuberger Berman (New York, NY)
- …attribution, portfolio strategy, and market performance; summarize and explain complex financial and economic concepts to educate clients + Liaise with other ... asset classes + Ability to effectively communicate and position complex financial instruments and investment processes + Strong organizational skills with a… more
- Principal Financial Group (New York, NY)
- …with opportunities to apply classroom learnings in a business setting, build professional connections and networks, and develop professionally. With this spirit in ... with our Global Distribution Operations, Wealth Advisory Services, US Retirement and Institutional Sales teams to get an in-depth...+ Gain career direction to help you achieve your professional and personal goals + Contribute to work that… more
- Neuberger Berman (New York, NY)
- …business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution ... or a related field + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably… more
- TYLin (New York, NY)
- …and implement business intelligence solutions that transform complex project and financial datasets into actionable insights. This role requires a strong technical ... Finance, Data Analytics, or a related field. + 2-5 years of relevant professional experience in data visualization or BI development. + Proficiency with Power BI… more
- Neuberger Berman (New York, NY)
- …+ Member of the finance team responsible for the accounting and financial reporting oversight for Neuberger Berman's Specialty Finance business + Experience managing ... of the Fund Administrator responsible for the preparation of the quarterly financial statements, capital account statements, capital calls and distribution notices +… more
- Neuberger Berman (New York, NY)
- …+ Proven experience in product management or equivalent, particularly in financial services + Strong data fluency: data modeling concepts, market/reference/pricing ... also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a… more
- Neuberger Berman (New York, NY)
- …& Infrastructure **Position Overview** We are seeking an experienced and strategic professional to lead the Business Control & Governance function within our Private ... + Bachelor's degree required + 15+ years of experience in financial services, with significant experience in business controls, risk management, audit,… more
- Neuberger Berman (New York, NY)
- …+ Lead and manage a team of risk professionals, providing mentorship, fostering professional growth. + Promote a collaborative team environment that aligns with the ... scenarios. **Key Qualifications:** + Minimum of 15 years in financial services with primary focus in asset management. Exposure...learning technologies (eg AI, Snowflake) is a plus. + Professional certifications such as FRM or CFA is strongly… more
- Neuberger Berman (New York, NY)
- …analysis and market research on different sectors of consumer products + Financial modeling, scenario analysis and returns analysis on potential brand investment ... not a must + Must have exceptional quantitative and financial modeling skills + Must have strong judgment, critical...a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.… more
- Neuberger Berman (New York, NY)
- …(finance or accounting preferred) or equivalent experience. + 7+ years in financial services operations, with direct exposure to specialty finance, private loans, or ... also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a… more
- Neuberger Berman (New York, NY)
- …the optimal suite of platform capabilities to support SMA/UMA structures, financial planning, proposals, analytics, and other core wealth management needs. + ... Proven track record overseeing digital platforms and client experience within the financial services sector. + Deep understanding of Private Wealth business models,… more
