- 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 ... service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + Assist generating customized quarterly reports and… more
- Jobleads-US (New York, NY)
- Overview Reporting to the Senior Director, HRBP, the HR Business Partner (HRBP), R&D serves both as a strategic and operational partner supporting the Oncology ... compensation, and organizational development. The ideal candidate will be a data -driven problem solver with strong analytical, communication, and influencing skills,… more
- Neuberger Berman (New York, NY)
- …intermediaries in a professional, client -focused manner. + Ability to synthesize data from multiple systems and provide actionable reporting . + Strategic ... Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of… more
- SMBC (New York, NY)
- …Investment Banking or management consulting + Strong excel skills and experience in data analysis, production of reporting materials, and strong presentation and ... corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive...are looking to hire a new Front Office Business Manager . A successful hire will: + Support and oversee… more
- Unity Technologies (New York, NY)
- …billing concerns, ensuring smooth execution and accurate invoicing. + Lead QBRs, reporting readouts, and client education sessions to communicate campaign ... **New York, NY, USA** **Senior Account Manager - Agencies & Brand Direct** Location New...client -facing presentations and strategic reviews (eg QBRs), using data storytelling to communicate value and campaign impact on… more
- Neuberger Berman (New York, NY)
- …or Investment Advisory function. + Demonstrated experience with Wealth Management Client Reporting functions (Performance Calculations, Fund Structures, etc.). + ... and analyze current and future needs for private wealth monthly/quarterly client -facing reporting . + Represent Neuberger Berman Technology alongside advisor… more
- SMBC (New York, NY)
- …in derivative sales support or Front Office roles + Strong analytical and data reporting skills + Effective communicator with solid presentation skills ... 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)
- Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in ... or a related field + 8-12 years of experience in accounting, financial reporting , client billing, sales compensation, or financial analysis, preferably within… more
- Neuberger Berman (New York, NY)
- …+ Design and build semantic layers to enable self-service analytics, advanced reporting , and seamless integration with AI-powered data analyst solutions. + ... The Enterprise Data Management (EDM) organization is responsible for Neuberger...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- InterSources, Inc. (New York, NY)
- …and problem-solving abilities. Reporting : This role reports directly to the Client Kronos Program Manager . dditional Skills and Information: Peoplesoft HRMS, ... deliver the solution to the client . Excellent client interaction and communication skills are needed. Data...pay rates in PeopleSoft. Project Coordination: Coordinate with the Client Program Manager to align project objectives… more
- Tradeweb (New York, NY)
- …hedge funds, insurers, corporations, and wealth managers. Creative collaboration and sharp client focus have helped fuel our organic growth. We facilitated average ... Responsibilities** + Oversight of consolidated budgeting, 3year plan and financial reporting + Financial modeling and analysis related to current businesses 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 ... portfolio of benefits to its employees. **Role Description** The Model Governance Manager will be integral in maintaining the integrity, compliance, and performance… more
- SMBC (New York, NY)
- …support of day-to-day queries, issue tracking, project management and generate internal reporting . Liaise with subject matter experts and data owners throughout ... 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)
- …include providing support to private wealth teams, driving the evolution of client reporting solutions, and managing the distribution of client ... enhance efficiency and effectiveness + Engage with private wealth teams to assess client reporting needs, recommend available reporting solutions, and drive… more
- Neuberger Berman (New York, NY)
- …the firm's marketing and sales efforts through the distribution of content and data on the firm's strategies via consultant databases. The team partners with the ... content, and contribute to process improvements. **Responsibilities:** + Apply strong data management skills to aggregate investment strategy data (performance,… more
- Neuberger Berman (New York, NY)
- …projections for fund liquidity management + Partner with marketing to prepare LP-specific reporting and respond to prospective client RFPs + Work with investor ... The Assistant Controller is responsible for overseeing all aspects of fund reporting operations for multiple private equity funds across the Neuberger Berman… more
- SMBC (New York, NY)
- …ad hoc presentations and reports. This includes various presentations & reporting including Management Information and the underlying data gathering/analysis. ... Specifically: monthly dashboard, SPDGB ALCO reports using BRS data , General Manager 's summary paper, Global Staff...proposing workable solutions with effective follow up + Develop data management and reporting capabilities to enable… more
- Neuberger Berman (New York, NY)
- …with Precision:** Perform root-cause analysis for payout variances and deliver clear, data -driven explanations to Client Coverage Management teams + **Deliver ... planning. The position involves working closely with various groups, including Payroll, Client Billing, Fund Admin, HCM Business Partners, Client Coverage… more
- Neuberger Berman (New York, NY)
- …with portfolio managers and research analysts, reviewing fundamental research and impact data , developing impact measurement and reporting . + Contribute to ... to assist the Stewardship & Sustainable Investing Group with client requests, external presentations, and media and marketing activities. **Requirements:**… 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 ... and presentation of materials, organizing and coordinating onsite meetings for Japanese client + Liaise with investment team members, legal, finance and Japanese… more