- Neuberger Berman (New York, NY)
- …federal regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems + ** Client Reporting** : Provide customized reporting… more
- Neuberger Berman (New York, NY)
- …support to portfolio managers and team members, including entering Equity, Fixed Income, and Options trades in US and global markets, and liaising with ... plus + Flexible and able to collaborate effectively with Client Associates, Portfolio Managers, and Client...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- Neuberger Berman (New York, NY)
- We are seeking a technically strong, self-directed Product Manager with deep investment management experience to lead solutions across NB's investment platforms (eg, ... own product discovery, design, documentation, and delivery-partnering closely with portfolio managers, traders, risk, operations, engineering, and strategic vendors… more
- Neuberger Berman (New York, NY)
- **Summary** The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger ... Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate… more
- Neuberger Berman (New York, NY)
- …Technical Product Manager to build and scale products that serve portfolio managers and research analysts. You will translate investment workflows into robust, ... plus (prompt engineering, RAG, orchestration, evaluation). + Familiarity with portfolio management workflows (eg, idea generation, research management, PM workflows,… more
- Neuberger Berman (New York, NY)
- …Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings. ... The Fund Launch Project Manager will primarily support a deal team investing in...internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance,… more
- Neuberger Berman (New York, NY)
- …investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to ... portfolio advice and wealth planning services. We offer a...and sustainable investing by integrating financially material factors across fixed income, equities, and private investment strategies, as well… more
- Neuberger Berman (New York, NY)
- …looking for a self-directed, proactive, and results-oriented experienced Technical Product Manager with strong Private Wealth Management experience with a focus on ... Advisor and Client solutions. This role requires exceptional communication, project management,...and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex initiatives simultaneously,… more
- Neuberger Berman (New York, NY)
- …investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to ... portfolio advice and wealth planning services. We offer a...statistical, econometrics and applied mathematics grounding. + Knowledge of fixed income and equity markets. + Passion for investing.… more
- Neuberger Berman (New York, NY)
- …New York office, supporting independent risk oversight for the firm's Equity, Fixed Income, Alternatives, and Multi-Asset Class strategies. This role is integral to ... focusing on risk measurement, attribution, and analysis for a range of portfolio management teams. The role also covers regulatory Liquidity Risk monitoring for… more
- Neuberger Berman (New York, NY)
- …will oversee new derivative setups, ensure valuation accuracy, and collaborate with Portfolio Management teams to facilitate proper order entry for derivatives. This ... role plays a key part in daily portfolio management and post-trade execution for alternatives, derivatives, and hedge fund strategies. Additionally, the specialist… more
- Neuberger Berman (New York, NY)
- …wealth planning discussions and presenting wealth planning recommendations and observations in client meetings + Supporting advisor teams and portfolio managers ... Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged...to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also… more
- Neuberger Berman (New York, NY)
- …with the portfolio management team and others to ensure integrated, client -focused communication and participate in client events to deepen relationships + ... events, and charitable giving. The role focuses on working with complex client relationships and those with the highest growth potential. The Senior Estate… more
- Neuberger Berman (New York, NY)
- The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management, investment solutions and capital ... initiatives to drive the growth and expansion of the firm's client base. **Responsibilities:** + Collaborate with senior relationship managers to actively… more
- Neuberger Berman (New York, NY)
- …participants. + Proven ability to collaborate effectively across functions, including Portfolio Management, Client Coverage, Sales, Product, Trading, and ... design, review, and implementation of ETF baskets (including custom baskets) with Portfolio Managers and traders. + Monitor intraday trading activity and engage with… more
- Neuberger Berman (New York, NY)
- …analytical skills and deep market insights. A successful track record of engaging with portfolio manager and senior executives is essential, as is a demonstrated ... the firm and its business. The ideal candidate will have extensive experience in portfolio construction and risk analysis, with a proven ability to apply advanced… more
- Neuberger Berman (New York, NY)
- …the agreement, while maintaining a thorough knowledge of the assets in the portfolio + Perform data analysis on large asset portfolios including data reconciliation ... and calculation of portfolio compliance tests such as portfolio quality...preparation of LP specific reporting and responses to prospective client RFP + Work with investor relations answer LP… more
- Neuberger Berman (New York, NY)
- …and growing investor in private markets, managing over $140 billion of client commitments since inception, and approximately $25 billion of commitments are managed ... equity-owned companies **Primary Responsibilities:** + Manage investment planning and portfolio construction for the customized separate accounts programs with the… more
- Neuberger Berman (New York, NY)
- …Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors, and ... of fund administrators in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the… more
- Neuberger Berman (New York, NY)
- …brands with proven heritage and resonance. Marquee seeks to create a diversified portfolio , which currently consists of 19 brands spanning fashion, active & outdoor, ... short form video, books, magazines and digital subscription products for its brand portfolio . Marquee is looking for a Program Associate to join the investment team… more
