- 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)
- …Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm manages $515 billion ... in client assets (as of March 31, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge… 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 reconciliation ... and calculation of portfolio compliance tests such as portfolio quality...preparation of LP specific reporting and responses to prospective client RFP + Work with investor relations answer LP… more
- Wellington (New York, NY)
- …stakeholders and clients. + Supporting the efforts of the Solutions Directors, Client Portfolio Managers, and wholesalers focused on the commercial success ... initiative focused on public/private funds by creating and maintaining marketing and client materials. + Performing analyses related to portfolio positioning,… more
- HSBC (New York, NY)
- …commercialization of the Advisory solutions and managed account platforms. The Advisory Manager role requires an individual who has a background in investments, ... platform, and perform User Acceptance Testing + Liaise with Portfolio Managers and vendor partners regarding onboarding of managers...ie, be the voice of the internal and external client + Manage data streams and account logic in… more
- Neuberger Berman (New York, NY)
- …Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors, and ... of fund administrators in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the… more
- City National Bank (New York, NY)
- …proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment clients and prospects. The Wealth Analyst ... will do * Prepare in-depth sales proposals through the creation of: Detailed fixed income and equity analyses; Current asset allocation overviews; Cash flow and… more
- Neuberger Berman (New York, NY)
- …data analysis on large asset portfolios, performing data reconciliation and calculating portfolio compliance tests, such as portfolio quality and concentration ... fund credit facilities by accurately interpreting agreements and maintaining comprehensive portfolio asset knowledge + Handle various ad-hoc requests from senior… more
- CIBC (New York, NY)
- …and review + Facilitate and manage funding transactions for the bank's USD fixed -income credit portfolio + Maintain and relay prevailing market trends and ... of risk including liquidity, credit, and interest rate risk generated from client -focused financing transactions. You will also be responsible for introducing new… more
- Neuberger Berman (New York, NY)
- …integrity and high ethical standards. + Familiarity with Aladdin Wealth, Charles River, client reporting, and portfolio accounting systems is a plus. + Series ... effectiveness of the Private Wealth business by bridging the gap between client -facing teams, technology, operations, legal and compliance. The role requires strong… more