- Principal Financial Group (New York, NY)
- **What You'll Do** We're looking for a Client Portfolio Manager to join our Fixed Income team. In this role, you'll act as a key liaison between portfolio ... us out at www.principalam.com ! **Who You Are** + 8+ years of asset management, client portfolio management or related investment experience, demonstrating a… more
- SMBC (New York, NY)
- …in Excel and Word a must-have + 2-3 years of experience in either the portfolio management (aka account management or asset management) function or the credit ... and $200,000.00. The specific salary offered to an applicant will be based on their individual qualifications, experiences, and an analysis of the current… more
- Neuberger Berman (New York, NY)
- **_Job Description:_** We are seeking a Separately Managed Account (SMA) Product Manager to support the firm's taxable and tax-exempt fixed income SMA products. This ... to enhance and position products to maximize competitive advantages. As the Product Manager , you will be responsible for driving SMA product initiatives in the… 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)
- …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)
- …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...support, liaising across internal teams (legal, finance, operations, technology, portfolio management), and coordinating all setups required to close… more
- Banc of California (New York, NY)
- …management of all credit risk aspects of the lending process and the Corporate Asset Finance (CAF) loan portfolio under the general supervision of the Managing ... (the "bank"). Banc of California is one of the nation's premier relationship- based business banks focused on providing banking and treasury management services to… 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 ... tools and technologies used or targeted for internal advisors and portfolio management teams. + Manage multiple complex initiatives simultaneously, ensuring timely… more
- Neuberger Berman (New York, NY)
- …+ Provide day-to-day coverage and analysis of the investment strategies across asset classes for portfolio management teams. For Multi- Asset ... independent risk oversight for the firm's Equity, Fixed Income, Alternatives, and Multi- Asset Class strategies. This role is integral to the Multi- Asset … more
- Neuberger Berman (New York, NY)
- **Neuberger Berman** is an independent, employee-owned, global asset management firm, serving the financial needs of institutions and individual investors worldwide. ... equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to… more
- Neuberger Berman (New York, NY)
- …and operational enablement for the SMA business. Partnering with Portfolio Management, Legal/Compliance, Technology, Sales, RFPs, and Performance, you will ... procedures, and implement continuous improvements that enhance model delivery, manager -traded account oversight, and business scalability. **Responsibilities:** + Partner… 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 all ... estate planning, tax strategy, pre-liquidity planning, and philanthropy in partnership with portfolio managers and the wealth planning team + Assist in the delivery… 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)
- …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)
- …of the firm. Working in conjunction with the firm's wealth advisors and portfolio managers, the Senior Wealth Planner will be charged with building strong ... formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management… 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 ... calculation of portfolio compliance tests such as portfolio quality and concentration ratios + Oversight of the...and distribution notices + Review and analyze distribution waterfalls based on fund legal documents + Review partnership and… more
- Neuberger Berman (New York, NY)
- …regulations + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients + **Client Support** : Offer daily support ... trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc. + **Account… more
- Neuberger Berman (New York, NY)
- …rapidly primarily driven by customized separate accounts programs diversified across asset classes, investment strategies and geographies. Neuberger Berman is one of ... include: + Primary Fund Investments: Invest in private equity funds across asset classes (buyout, special situations, growth equity and venture capital) and… more
- Neuberger Berman (New York, NY)
- …design, review, and implementation of ETF baskets (including custom baskets) with Portfolio Managers and traders. + Monitor intraday trading activity and engage with ... Neuberger Berman teams. + Collaborate with Product Development and Portfolio Management to evaluate and launch new ETF products,...employee's pay position within the salary range will be based on several factors including, but limited to, relevant… more
- Neuberger Berman (New York, NY)
- …updates, funds disbursements, charitable gifting, account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market ... quotes, and online access + Provide trading and administrative support to portfolio managers and team members, including entering Equity, Fixed Income, and Options… more
