- DWS Group (New York, NY)
- …visibility and the opportunity to work alongside internal groups, such as Portfolio & Asset management , Client Service & Marketing, external ... with other DWS and RREEF teams including Portfolio Management , CFO group, Asset Management , Transactions, Client Advisory Group, and Capital Markets.… more
- Neuberger Berman (New York, NY)
- …to the team's success and client satisfaction. **Primary Responsibilities:** + ** Client Service ** : Provide ongoing operational support for the team's ... **Position Overview:** NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business....**Experience & Skills Qualifications:** + 2+ years of proven client service /support or related experience in the… more
- Neuberger Berman (New York, NY)
- …including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth ... **Summary** The Client Reporting Associate will join a seasoned nine-person...a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private… more
- Neuberger Berman (New York, NY)
- …Qualifications:** + SIE, Series 7, and Series 66 required + 2-4 years of client service or support experience in the financial services industry preferred + ... with Charles River, Salesforce, and FactSet, is a plus + Strong interpersonal, client service , and communication skills (written and verbal) + Ability to… more
- Neuberger Berman (New York, NY)
- …thrives in a dynamic environment, managing projects, and partners closely with Onboarding, Client Service , and Investment teams to ensure our investment platform ... through the Software Development Lifecycle, ensuring alignment with the needs of Onboarding, Client Service , and Investment teams, and the readiness of the… more
- Principal Financial Group (New York, NY)
- …clients through internal relationships with Consultant Relations, Product, Marketing, Relationship Management , Client Service , and Investment team members ... expanding current client relationships and new clients obtained Principal Asset Management is the global investment solutions business for Principal… more
- Neuberger Berman (New York, NY)
- …data layers to empower business stakeholders and AI-driven analytics across the asset management domain. The successful candidate will collaborate closely with ... The Enterprise Data Management (EDM) organization is responsible for Neuberger Berman's...initiatives. + Design and build semantic layers to enable self- service analytics, advanced reporting, and seamless integration with AI-powered… 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 ... facilitate onsite client meetings with NB investment professionals and senior management , leverage all internal resources to help enrich client experience,… more
- Neuberger Berman (New York, NY)
- …journey for clients and advisors, serving as the business owner for all client -facing digital platforms and internal wealth management tools. This role is ... client -facing tools, including the design, enhancement, and implementation of the client portal, mobile app, and emerging self- service solutions. + Determine… more
- HSBC (New York, NY)
- …Receivables Finance, and investment management solutions through HSBC Asset Management + Successfully defend and service existing business, as well as to ... Global Markets (FX, Rates, Equity Derivatives, DCM, Structured Equity, Loan Markets, Asset Management , Trade Finance and Transaction Services (cash management… more
- Neuberger Berman (New York, NY)
- …seamlessly with the Application Service Delivery group, responsible for delivery and service management . + Project Management : Facilitate Agile project ... models and integration points that maximize reusability and maintainability. + Client Relationship Management : Constantly seek opportunities to enhance customer… more
- DWS Group (New York, NY)
- …those select firms to aid distribution efforts. Understand priorities and views of client research, strategy, asset allocation and CIO teams Cultivate strategic ... effectiveness at client accounts and drive market share and visibility. Service , maintain and grow existing assets and brand within partner firms. Secure,… more
- Capco, a Wipro Company (New York, NY)
- …strategy teams and core delivery domains, including Banking and Payments, Wealth and Asset Management , Insurance, and Capital Markets to define, design, and ... Marketing Services is a maturing Capco practice committed to solving our client 's most difficult challenges related to digital and marketing strategy, operations,… more
- Neuberger Berman (New York, NY)
- …practices support both regulatory requirements and business objectives, while maintaining a focus on client service excellence. As a member of the Client ... Wealth Management (PWM) **Reports to:** Head of Private Wealth Client Administration & Infrastructure **Position Overview** We are seeking an experienced and… 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. ... + Partner with internal teams to identify onboarding requirements (Product Management , Marketing, Portfolio Management , Client Services, Operations,… more
- Neuberger Berman (New York, NY)
- …of relevant industry experience in derivatives and middle office operations within asset management , hedge funds, or prime brokerage environments. + Working ... oversee new derivative setups, ensure valuation accuracy, and collaborate with Portfolio Management teams to facilitate proper order entry for derivatives. This role… more
- Tradeweb (New York, NY)
- …with cross-functional teams of engineers, user experience designers, product managers, sales and client service team, and data scientists to build products. You ... markets. As financial markets become increasingly interconnected, our technology enables efficient, multi- asset trading on a global scale. We serve more than 3,000… more
- Neuberger Berman (New York, NY)
- …of the assets in the portfolio + Perform data analysis on large asset portfolios including data reconciliation and calculation of portfolio compliance tests such as ... quarterly basis and prepare ad hoc calculations + Review management fee calculations + Assist audit and tax professionals...preparation of LP specific reporting and responses to prospective client RFP + Work with investor relations answer LP… more
- HSBC (New York, NY)
- …Prime/DCS - North Americayou will: + Provide "first line of defence" risk management for the Prime Financing, FX Prime Services, Derivatives Clearing Services (DCS) ... risk terms with clients including term financing arrangements, setting appropriate client -facing limits, and proactively monitoring the risk within the portfolio +… more
- Neuberger Berman (New York, NY)
- …meet assigned deadlines + Excellent communication and interpersonal skills, with a client - service orientation + Ability to operate independently with minimal ... fund administrators in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the… more
