- Neuberger Berman (New York, NY)
- …for cross - sell opportunities appropriately + Provide clients with accurate performance attribution, portfolio strategy, and market performance ; summarize and ... concepts to educate clients + Liaise with other internal teams (marketing, performance , analytics, operations, legal & compliance) to ensure client needs are met… more
- Neuberger Berman (New York, NY)
- …are in place. + Partner with Performance to monitor and research performance dispersion for manager traded accounts and model delivery. + Oversee annual ... Partnering with Portfolio Management, Legal/Compliance, Technology, Sales, RFPs, and Performance , you will align siloed processes, define departmental procedures,… more
- Tradeweb (New York, NY)
- …monitor their performance against internal audit methodology requirements + Perform manager reviews of audit work performed by team members and follow up review ... 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 ... Ability to act and operate independently with minimal daily direction from manager to accomplish objectives + Proficiency with email and Microsoft Office… more
- Neuberger Berman (New York, NY)
- …and deep market insights. A successful track record of engaging with portfolio manager and senior executives is essential, as is a demonstrated ability to drive ... also requires a strong leader who can foster collaboration and top performance within the team. **Primary Responsibilities:** + Oversee active risk monitoring for… more
- Neuberger Berman (New York, NY)
- …Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will ... Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and… more
- Neuberger Berman (New York, NY)
- …formulating client wealth planning analyses focusing on retirement cash flow, asset allocation, wealth simulation analysis, income tax, estate and risk management ... qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance , shift, travel requirements, sales or revenue-based metrics, market… more
- Neuberger Berman (New York, NY)
- …accounts, LOAs, account updates, funds disbursements, charitable gifting, account performance , trade activity, asset transfers, statement inquiries, objective ... meetings + Interact with operations and middle office to resolve account or performance discrepancies; obtain and compile data for reporting + Assist in the… more
- Neuberger Berman (New York, NY)
- …layers to empower business stakeholders and AI-driven analytics across the asset management domain. The successful candidate will collaborate closely with business ... technologies (eg, dbt, Python, Snowflake), ensuring high reliability, scalability, and performance . + Integrate and automate AI data analyst capabilities on top… more
- Neuberger Berman (New York, NY)
- …relevant industry experience in derivatives and middle office operations within asset management, hedge funds, or prime brokerage environments. + Working knowledge ... qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance , shift, travel requirements, sales or revenue-based metrics, market… more
