- Principal Financial Group (New York, NY)
- …that will deliver the outputs for the developmentappropriate investment strategies. Principal Asset Management is the global investment solutions business for ... serving as a strategic advisor. Develop and deliver high-impact client presentations. + Provide expertise across asset ...in assets and over 60 years of experience. Principal Asset Management has been recognized as a… more
- SMBC (New York, NY)
- …and regulatory compliance framework in partnership with Compliance colleagues, and educate the internal client base (ranging from junior staff to senior ... law firm advising SEC-registered investment advisers, with a focus on institutional asset management . + Deep expertise in SEC compliance, fiduciary standards,… more
- Principal Financial Group (New York, NY)
- …including compliance, internal audit, fund administration, and enterprise risk management . + Partner with client -facing teams and sales functions to ... will serve as a key risk partner to Principal Asset Management 's US funds platforms-covering mutual funds,...fund operational oversight and consistency. + Work closely with internal fund operations teams to ensure appropriate controls exist… more
- Tradeweb (New York, NY)
- …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 than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
- Neuberger Berman (New York, NY)
- …experience in alternatives operations, investment operations, or a related field within asset management or financial services. + Experience with process ... optimization, and cross-functional coordination, contributing to the delivery of high-quality client and operational outcomes. This role is ideal for a… more
- HSBC (New York, NY)
- …)and Gross Revenue. As our High-Net-Worth Relationship Manager you will: + Combine client relationship management with strong risk assessment and management ... Worth) individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships to generate new… more
- Neuberger Berman (New York, NY)
- …**:** + Bachelor degree required; MBA and/or CFA a plus + 7+ years in asset management with direct SMA Product Management /Product Specialist experience + ... managers and acts as a liaison between the portfolio management team and both internal and external...Morningstar, Cerulli, Zephyr, Perform, Broadridge) + Strong knowledge of asset management industry trends and developments +… more
- Neuberger Berman (New York, NY)
- … or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). ... Management experience with a focus on Advisor and Client solutions. This role requires exceptional communication, project ...for various tools and technologies used or targeted for internal advisors and portfolio management teams. +… more
- Tradeweb (New York, NY)
- …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 than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
- Neuberger Berman (New York, NY)
- …Overview:** As a key member of one of NB Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high-net-worth clients on ... through referrals and networking + Collaborate with the portfolio management team and others to ensure integrated, client...relationships + Track and report on key metrics including client retention, net asset flows, diversification, and… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... Finance Department is looking for a Vice President to join its Portfolio Management & Agency team covering project finance transactions in Latin America (the… more
- Neuberger Berman (New York, NY)
- …facilitate onsite client meetings with NB investment professionals and senior management , leverage all internal resources to help enrich client ... The RIA Enterprise Associate is responsible for supporting senior client advisors providing strategic relationship management , investment solutions and capital… more
- SMBC (New York, NY)
- …experience in lender finance. + Proven track record of establishing and maintaining strong client relationships in the asset management sector. + Extensive ... to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The… more
- Neuberger Berman (New York, NY)
- …or related major preferred + 0-2 years of experience, preferably at an asset management firm + Excellent time- management , planning and organizational ... an analyst to support content relating to equity, fixed income and multi- asset strategies. The ideal candidate has a strong desire to collaborate effectively,… more
- Neuberger Berman (New York, NY)
- …online access portal and app to drive meaningful improvements in the overall client experience + Partner with internal technology teams and third-party fintech ... & Experience role will play a pivotal part in enhancing the digital client experience for Neuberger Berman's Private Wealth clients. This role focuses on identifying… more
- Neuberger Berman (New York, NY)
- …the Senior Wealth Planner will be charged with building strong relationships with internal partners to deliver a clear and comprehensive analysis of our client ... essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner will be the... wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and… more
- Neuberger Berman (New York, NY)
- …Partner with internal teams to identify onboarding requirements (Product Management , Marketing, Portfolio Management , Client Services, Operations, Legal, ... Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings.… 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)
- …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 than 85 countries, including many of the world's largest banks, asset managers, hedge funds, insurers, corporations, and wealth managers. Creative collaboration… more
- Neuberger Berman (New York, NY)
- …+ Proven ability to collaborate effectively across functions, including Portfolio Management , Client Coverage, Sales, Product, Trading, and Operations. + ... our team and are seeking an ETF Capital Markets Associate to support the management and growth of Neuberger Berman's ETF platform. This role is essential in… more
