Ensuring data integrity of balances in the General Ledger, as well as, balances reported on various Regulatory reports by the NY Branch and CAS to the Federal Reserve Bank. Key Responsibilities: Technical: * With strong knowledge in regulatory reporting requirements, specifically in FR2052a and FR Y-15 report.
* Extensive experience in Quality Assurance that enhances to develop protocols to ensure the integrity and accuracy of regulatory reporting.
* Strong understanding of regulatory reporting requirements with a proven ability to perform detailed data validation for the User Acceptance Tests.
* Proactive identification and escalation of issues/findings to the concerns parties and his/her manager.
* Strong controls mindset with ability to perform root cause analysis.
* Analyse and interpret new regulatory reporting requirements to update internal processes and ensure ongoing compliance requirements.
* Able to work independently with good team spirit.
* Ability of multi-tasking.
Responsibilities:
* Support the team to perform periodic reviews on various regulatory reports.
* Knowledge of regulatory reports, specifically the FFIEC 002, FR Y-15, FR2052a, etc.
* Assist in performing end-to-end sample testing (from trade tickets / client confirms to reporting) to ensure data accuracy, data integrity, completeness, and in compliance with regulatory reporting requirements.
* Take initiative to escalate the findings to his/her manager, and communicate with various departments (i.e. Operations, Front Office, etc.).
* Assist in executing the Quality Assurance Reviews across various source systems and reporting streams..
* Identify the findings or system issues by utilizing the data from different system applications and database platform.
* Build key relationships across Business Lines, Compliance, Internal Audit and IT functions.
* Assist in compiling and organizing the Quarterly/Monthly Status Report.
* Maintain and distribute the monthly Issue Log to manager, and closely follow-up with concerned parties on the open issues.
* Assist in the on-going development of streamlining the reviewing processes.
Salary Range: $110K - $150K
#LI-DNI
Essential Experience:
* Knowledge of US Regulatory Reporting
Desirable Experience:
* Knowledge of AXIOM
* CPA
$110k-150k yearly 22d ago
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Associate
Credit Agricole Corporate and Investment Bank 4.9
Credit Agricole Corporate and Investment Bank job in New York, NY
The Associate will work closely with the department head and will be responsible for the loan portfolio management including supporting the successful closing of transactions. He will also be actively involved in client relationships and business development through the origination and structuring of deals with clients and prospects in North America.
Primary Responsibilities
Under the direct supervision of the department head, manage and monitor the existing portfolio transactions and clients on an ongoing basis, incl.
covenant and timely reporting
identify situations that may impact clients' creditworthiness
liaise with agent banks and other industry lenders
monitor compliance and manage regular initial and periodic KYC reviews and coordinate relevant workflows by liaising with local compliance teams
deal volume, revenue and RWA forecasting intra-year for NY and Paris based senior management
Work with the Head of Intermodal on the preparation of client meetings, incl. the creation of quality marketing presentations/pitches, structural ideas and financing solutions.
Participate in the structuring of new container box transactions, incl. the preparation of cash flow analysis and assisting in the drafting of indicative term sheets for e.g. senior secured/unsecured term loans, revolving/warehouse credit facilities
Coordinate with CACIB's capital markets, syndicate and fixed income teams to identify and deliver the most appropriate services and execution for our clients.
Prepare credit packages for presentation to credit committee, incl.
assessing the creditworthiness of clients
analysing and summarizing historic financial performance
preparing financial forecast
manage internal credit workflows
coordinate with New York and Paris based credit teams
Participate in the loan documentation process for new transactions and amendments of existing deals, including liaising and following up with internal counsel and external legal counsel, credit department, as well as capital markets desks, middle/back office and agency team and tax team until successful closing
Managing the syndication process of transactions, in close cooperation with the syndication team and peer container lending banks.
Follow Intermodal, Shipping and general finance, trade and economic developments to be able to competently draft credit packages, be able to respond to internal requests and liase with clients/prospects
SPECIAL ROLE REQUIREMENTS:
2+ years of experience in asset finance, ideally in shipping and/or intermodal finance, or other hard asset or leverage finance roles
Excellent analytical, financial analysis and presentation skills
Strong knowledge of Excel and cash flow modelling
Meticulous attention to detail
Excellent communication skills
Strong team player
Ability to multi-task and work independently.
Initiative
Drive to keep yourself updated on industry trends/developments, M&A activity
Ability to work well with and influence others outside the Intermodal group is essential.
Travel internationally and domestically as required.
$103k-168k yearly est. Auto-Apply 60d+ ago
Associate - Information & Communications Technology Risk
CrÉDit Agricole 4.9
CrÉDit Agricole job in New York, NY
Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities.
For more information, please visit **************
Twitter: **************************
LinkedIn: *****************************************************
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2026-107475 Publication date 13/01/2026 Business type
Types of Jobs - Risk Management / Control
Job title
Associate - Information & Communications Technology Risk
Contract type
Permanent Contract
Job summary
Summary
The position is an individual contributor role within Credit Agricole's Risk Division with 2nd Line of Defence oversight responsibilities across all business lines and activities of Credit Agricole's Combined U.S. Operations (CUSO) for Information and Communications Technology (ICT) Risk, which includes IT Risk, Cyber Risk, and Operational Resiliency Risk.
The Position can be based out of Iselin, New Jersey or New York City on a hybrid work schedule with requirements to travel to NYC as needed for essential meetings (regulatory, team meetings, collaboration, etc.)
Reporting to the Head of IT and Cyber Risk for CUSO, you will be responsible for assessing, monitoring, and testing 1st Line of Defence to ensure ICT risk is appropriately identified, measured, managed, and reported in accordance to US Regulatory requirements and frameworks.
Responsibilities
Oversee and provide effective challenge of First Line of Defence implementation of enterprise and operational risk management frameworks for ICT Risks.
Monitor Key Risk, Key Performance, and Key Control Indicators for Information and Communications Technology across all business units, aggregate reporting to Risk Committees and escalate any breaches of established tolerances and thresholds.
Support regulatory exams as needed
Perform analysis on quarterly reports from various US operations and create a consolidated quarterly risk reports to be presented at various risk committees on ICT Risk.
Manage issues across the issue management lifecycle
Salary Range: $150k - $160k
Supplementary Information
SPECIAL ROLE REQUIREMENTS:
Familiarity with the Federal Financial Institutions Examination Council (FFIEC) booklets NIST 800-53, NIST CSF, CRI, ISO27001, COBIT, and/or CIS frameworks are a plus.
Must possess the ability to communicate well; translating technology terminology and issues to non-technical audiences within Sr. Management.
Geographical area
America, United States Of America
City
NEW YORK NY OR ISELIN NJ Candidate criteria Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Education Essential: College Degree BA/BS
Education Desirable: College Degree BA/BS in Business Management Information Systems (MIS), Information Technology, Cybersecurity, or Accounting
Level of minimal experience
3-5 years
Experience
Experience Essential:
2+ years of experience with oversight responsibilities in Operational Risk, Information Technology, Cybersecurity and/or Operational Resilience within a 2nd Line of Defence function such as Risk Management or Compliance.
OR
5+ years of experience in risk related functions such as 1st line Governance Risk, and Compliance (GRC), 3rd Line Internal Audit function, or at a consulting firm conducting assessments.
Experience Desirable:
Prior experience in a US Large or Foreign Banking Organisation (LFBO)
Experience in evaluating and/or implementing US regulatory requirements.
Experience with or at a state or federal agency is a plus.
Required skills
Competencies Essential:
Detailed Oriented, articulate and possessing good communication skills
Excellent Analytical Skills
Resourceful in identifying, following up and resolving issues.
Strong team spirit and work ethic
Strong written and verbal communication skills
Ability to collaborate across the organization and manages relationships
Skills & Knowledge Essential:
Must be proficient with MS Office products including MS Teams, Outlook, Excel, and Power Point
Knowledge of technology environments and processes is also required.
Skills & Knowledge Desirable:
Strong Risk Management knowledge is a plus including working knowledge of Enterprise Risk Management, Operational Risk Management, and familiarity with Third Party Risk Management.
Project Management skills
Audit/Testing knowledge
Technical skills required
Specialist Training Desirable:
Certified in Risk and Information Systems Control (CRISC)
CISSP, CISM, CISA, CBCP
$150k-160k yearly 4d ago
Collateral Management Middle Office
Credit Agricole 4.9
Credit Agricole job in New York, NY
The primary purpose of this position is to provide direct support to the booking and settlement of collaterals by being versed in the systems that support these operations. These systems include GV Collat/COMET/DRACCAR, as well as front office systems (Orchestrade, Murex FCO, Helix, etc). Reconciliations of portfolios have to be done in case of discrepancies with the counterparty and MTM reporting need to be sent.
Main tasks of the team:
1) Margin call management
* Margin call notification, confirmation and booking (in GVC) for Repos and OTC derivatives(in Comet) (NY time zone)
* Reconcile portfolios (Repo & Securities Lending) when discrepancies on margin call
* Coordination of booking and payments/settlement with MOs and BOs.
* Follow unsettled collateral flows
* Investigate on accounting discrepancies
2) Control and reconciliations
* Controls on margin calls: notices exchanged, amounts booked in GVC/Comet, stock reconciliation on repos margins
* Follow up in TriOptima or manual reconciliations for collateralized and non collateralized counterparties (EMIR) -OTC derivatives-
* Investigation on significant MtM variations, with escalation process if needed
* Set up (creation or modification) of contracts in GVC/Draccar depending on agreement terms for repos and derivatives
* Daily Reportings on discrepancies and disputes
3) MtM Client
* Producing MTM Client reporting and reports for NY time zone counterparties (daily, weekly or monthly reports)
* Follow up of DFA daily marks (check, new reports)
* Management of audit requests
4) Projects, process and procedures
* Participate to projects development with Paris (including UAT)
* Maintain, improve, develop activity
* Formalizing processes and documenting procedures
6) Transverse
Activity reporting (internal - KPI, KRI - and external - to regulatory authorities/Market surveys)
Contribution to ePCC, Incident reporting processes
Business development: provide input/analysis in the NAP, participate in UAT (system upgrades, new products…).
Management and Reporting:
Reports to the Head of Collateral Team
Key Internal Contacts
Legal Department, Back/MO Office, Front Office, MaM, Risks, IT Teams.
English (French is a plus)
Experience with collateral processes required.
Understanding of
Reconciliations preferred
Client Relationship management
Strong Verbal and written communication skills
Strong knowledge of Excel
Preferred:
Knowledge of GV Collat
Understanding of Legal issues and legal documentations pertaining to Collateral
Understanding of derivatives and repos activity
Capacity to cooperate / ability to propose improvement
$55k-88k yearly est. 24d ago
AML Investigations Officer VP
Credit Agricole 4.9
Credit Agricole job in New York, NY
The position's responsibilities include the following: monitoring transactions utilizing various internal systems in order to verify that the Bank's activity is in compliance with applicable laws and regulations, and to review transactions to identify for potentially suspicious transactions. He/she is expected to be able to work in a team environment, whilst simultaneously managing his/her own individual workload.
Key Responsibilities:
Review of AML monitoring alerts to ensure that all activity is in compliance w/ current BSA/AML regulatory standards, and ensure that AML monitoring alerts are documented and dispositioned in compliance with the standards established in the Bank's policies and procedures.
Conduct enhanced investigations when needed on individuals and activity that are deemed possibly suspicious.
File Suspicious Activity Reports for confirmed Suspicious Activity.
Review of Sanctions Screening alerts that are generated from the Bank's nightly scrub against the sanctions lists.
Assist with compilation and analysis of data for the Bank's BSA/AML and OFAC Risk Assessments.
Assist with the model validation and testing of the Transaction Monitoring Tool, to ensure the tool is in compliance with NYS DFS Regulation Part 504 and SR Letter 11-7.
Assist the team with any remediation projects in regards to the Bank's AML compliance tools or policies and procedures.
Assist in the annual process of compliance certification with NYS DFS Regulation Part 504.
Assist with AML training of relevant staff.
Management and Reporting: The position reports directly to the Head of AML/OFAC Compliance.
Key Internal Contacts: The employee will most likely interact on a regular basis with the Client On Boarding group, Front Office personnel, Head Office Compliance personnel, and IT support.
Key External Contacts: The employee may have occasion to interact with external auditors and/or regulators during exams.
Salary Range: $120K - $150K
#LI-DNI
Competencies Essential: Knowledge of US AML and OFAC regulations
Competencies Desirable: Familiarity with finance and banking products
Skills & Knowledge Essential: Knowledge of Microsoft applications
Skills & Knowledge Desirable: IT Knowledge of Payment systems
$120k-150k yearly 24d ago
Crisis & Incident Management Lead - Operational Resilience - Vice President
CrÉDit Agricole CIB 4.9
CrÉDit Agricole CIB job in New York, NY
General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities.
For more information, please visit **************
Twitter: **************************
LinkedIn: *****************************************************
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2025-103183 Update date 10/09/2025 Business type
Types of Jobs - IT, Digital et Data
Job title
Crisis & Incident Management Lead - Operational Resilience - Vice President
Contract type
Permanent Contract
Job summary
Summary
The VP, Crisis & Incident Management Lead is responsible for the strategic leadership and operational execution of the Bank's crisis and incident management program across the Americas. As part of the Operational Resilience team, this individual will ensure that the bank can effectively prepare for, respond to, and recover from a broad range of disruption scenarios, including:
Technology and cyber incidents
Third-party or supply chain failures
Natural disasters (e.g., hurricanes, earthquakes, wildfires)
Manmade disruptions (e.g., civil unrest, mass transit outages, workplace violence)
Geopolitical events (e.g., war, political instability, sanctions-triggered disruptions)
Pandemic or public health crises
Infrastructure outages (e.g., power, telecommunications, water supply)
The role will build a resilient culture through a proactive, risk-informed approach that integrates cross-functional crisis response, regulatory compliance, real-time command and control, and continuous improvement. The VP will serve as a senior escalation point for major incidents, lead the regional crisis response for significant incidents, and escalate where needed to the firmwide crisis governance forums.
The role reports directly to the Head of Resilience Management for the Americas and works closely with stakeholders across Technology, Risk, Cybersecurity, Legal, Communications, and Regulatory Affairs to embed a culture of resilience and readiness.
Salary Range: $150k-$180k
Key Responsibilities
Strategic Leadership
Develop and lead a crisis and incident management strategy aligned to the bank's operational resilience framework and key business services.
Translate regulatory expectations (e.g., FFIEC, DORA, OCC, PRA) into actionable, risk-informed response strategies.
Establish and manage governance forums and escalation protocols for crisis and incident oversight.
o Support the definition and testing of impact tolerances and maximum tolerable downtimes (MTD/MTLD) in partnership with Operational Resiliency Testing Lead, Business, and Technology stakeholders.
Incident Response and Crisis Management
Act as the lead coordinator during regional crises, ensuring structured, timely, and effective command, control, and communications.
Maintain and continuously improve incident response plans, escalation playbooks, crisis decision trees, and communication protocols.
Ensure that major incidents-including those involving third parties and cyber events-are managed in line with regulatory requirements.
Integrate internal communications tools and channels into a unified communications strategy.
Maintain and operate an auditable major incident log, with clear decision documentation, timelines, and actions taken.
#LI-DNI
Supplementary Information
Key Responsibilities (Cont)
Process and Technology Optimization
Drive optimization of incident response processes using data analytics, metrics and automation opportunities.
Ensure response tooling (e.g. incident management platforms, emergency notifications) is current, well-trained on, and continuously improved.
Partner with Cyber, Technology, and Ops teams to align response processes and eliminate gaps in cross-domain coordination.
Regulatory Compliance and Audit Readiness
Ensure full compliance with FFIEC, DORA, OCC, PRA
Lead regulatory and internal/external audit preparation, ensuring crisis + incident management capabilities are evidenced through documentation, logs, post-incident reviews, and impact tolerance testing results.
Integrate third-party and cyber risk response coordination into incident response playbooks, ensuring vendor engagement and joint response capabilities are embedded and tested.
Conduct formal Root Cause Analysis (RCA) + post-incident reviews, identifying systemic issues and implementing corrective actions.
Team Leadership and Development
Lead + mentor a high-performing team of crisis and incident managers, driving a culture of excellence, continuous learning, and cross-functional collaboration.
Develop training programs for crisis response teams and executive stakeholders, including annual crisis simulations, tabletop exercises, and cross-jurisdictional response testing
Support team growth, succession planning, and skill developments
Geographical area
America, United States Of America
City
NEW YORK Candidate criteria Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Education Essential: Bachelor's degree in Risk Management, Information Technology, Business Continuity, or a related field.
Education Desirable:
Advanced degree (MBA, MS) is strongly preferred.
Relevant industry certifications (CBCP, MBCI, CRISC, CISM, ITIL, or Certified Incident Manager) are strongly preferred.
Level of minimal experience
11 years and more
Experience
Experience Essential:
Minimum 10+ years of experience in crisis/incident management, operational resilience, or business continuity.
Experience leading cross-border incident response and regulatory engagement
Experience Desirable:
At least 3 years of experience in a senior leadership role within the banking or financial services industry.
Required skills
Competencies Essential:
Incident Management: Ability to analyze, prioritize, and manage incidents effectively. Cross-functional command and coordination.
Strategic Thinking: Ability to align crisis and incident management initiatives with business objectives and regulatory requirements.
Communication&Documentation: Ensure thorough documentation and clear communications over crisis and incident management activities.
Leadership&Team Management: Proven track record of building and leading high performing teams. Strong project management skills. Ability to thrive in fast-paced, high-stakes environment.
Regulatory Compliance: Expertise in navigating banking regulations and audit readiness. Deep understanding of financial compliance requirements and regulatory frameworks, including FFIEC, DORA, PRA and OCC.
Crisis Leadership: Demonstrated ability to lead complex incident response efforts across business, technology, cyber, and third-party domains.
Operational Discipline: Skilled in developing response processes that are scalable, measurable, and auditable.
Influence & Communication: Strong ability to engage and influence executive leadership and cross-functional teams under pressure.
Continuous Improvement: Embeds lessons learned, metrics, and feedback loops into the resilience lifecycle.
Competencies Desirable:
Recognized as a subject matter expert in the incident management space
Cybersecurity incident response collaboration
Technical skills required
Skills and Knowledge Essential:
Technical Knowledge: Strong knowledge with incident management technologies such as notification tools, risk intelligence and analysis, etc.
Incident Management Frameworks: Deep understanding of frameworks such as NIST, FFIEC, DORA, PRA, OCC, etc.
Policy and Procedure Development: Proficiency in drafting and enforcing policies, procedures, and playbooks.
Skills and Knowledge Desirable:
Automation and AI-based incident response triggers
Advanced dashboarding and incident trend analysis
Languages
Proficiency in English (both written and verbal)
$150k-180k yearly 60d+ ago
Global Investment Banking - ECM and M&A Summer 2026 Intern
CrÉDit Agricole CIB 4.9
CrÉDit Agricole CIB job in New York, NY
General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities.
For more information, please visit **************
Twitter: **************************
LinkedIn: *****************************************************
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2025-102924 Update date 02/09/2025 Business type
Types of Jobs - Corporate & Investment Banking
Job title
Global Investment Banking - ECM and M&A Summer 2026 Intern
Contract type
Internship/Trainee
Term (in months)
3
Expected start date
08/06/2026
Management position
No
Job summary
Role: Global Investment Banking (GIB) Mergers and Acquisition and Equity Capital Markets Summer Intern 2026
Credit Agricole CIB Americas is currently looking for interns for its GIB New York Office. As an intern, you will work on a variety of transactions and take on significant responsibilities. You will have the opportunity to be involved on a wide range of organizations and play an important role in the team's day to day activity. You will work on the origination and execution of Mergers & Acquisitions (M&A) and Equity Capital Markets (ECM) transactions.
Within the M&A team, you will be involved on a wide range of cross-border transactions including mergers, acquisitions, divestitures, joint ventures, corporate restructurings, demergers and leveraged buyouts, for regional and international clients.
In addition, you will assist the ECM team in advising, structuring and executing a range of equity and equity-linked offerings, including IPOs, follow-ons, ATMs, convertible bonds, share repurchases, for major corporations looking to access the public markets.
Mission:
Assisting in the origination and execution of all ECM and M&A transactions across all industry sectors
Preparing pitch book presentations for companies on topics including company valuation and financial analyses, equity and equity-linked alternatives, strategic transactions, capital allocation, among others
Supporting analysts and associates in the creation of financial models
Conducting strategic analysis / industry research
Building company profiles
Drafting memoranda, proposals, and other written documents
You will be working on a daily basis with our Sector teams located in Paris, and with our coverage teams across the U.S., Europe and South America.
Supplementary Information
About Credit Agricole
Credit Agricole CIB, the Corporate & Investment Banking Arm of the Credit Agricole group, specializes in the businesses of capital markets and investment and corporate banking.
Credit Agricole CIB in 1 Click
Credit Agricole CIB is the Corporate and Investment Banking arm of the Credit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, 2022). The Bank offers its clients a broad range of products and services in capital markets, investment banking, structured finance and corporate banking.
The CIB Arm of the Group
As the No. 1 retail bank in France, Credit Agricole is the leading financial partner of the French economy and one of the largest retail banks in Europe. Its ambition: to create a world-class European leader in banking and insurance, in accordance with the principles of the United Nations Global Compact.
#LI-DNI
Salary: $48.08 per hour
Geographical area
America, United States Of America
City
NEW YORK Candidate criteria Minimal education level
High school / Secondary school / A levels / AS levels / IB
Experience
Minimal Requirements:
You are eligible to work in the United States
You will not require visa sponsorship now or in the future (This includes OPT, F1 Visa, etc.)
You are in the penultimate year of your undergraduate studies, graduating between December 2026 - June 2027
Preferred Qualifications
A previous experience in Corporate Finance/ Investment Banking (preferably M&A) is required
Strong analytical and financial skills
Advanced level in Excel and PowerPoint
Attention to detail and ability to work under short deadlines
Excellent interpersonal and communication skills
Languages
English
$48.1 hourly 60d+ ago
Corporate Facilities Services Administrator
Credit Agricole 4.9
Credit Agricole job in New York, NY
Credit Agricole Corporate & Investment Bank's Property & Corporate Services ("PCS") team is responsible for the design and construction of real estate projects, corporate office services and the maintenance, safety & security of the office facilities in the Americas. The office spaces contain a mixture of flexible office spaces, dedicated trading rooms and technology rooms supported dedicated critical power and cooling infrastructure.
The PCS team is seeking an Administrator to oversee the management and maintenance of the office facilities and connected infrastructure and supervise the corporate services functions.
Key Responsibilities:
Primary Responsibilities
Facilities Management, Life Safety & Security
* Oversee outsourced security guard staff ensuring around the clock onsite coverage and monitoring of physical access and security cameras.
* Manage operation of electronic security access and surveillance systems and issuance of 2FA access cards.
* Oversee building management system and supplemental MEP equipment supporting the New York and New Jersey offices.
* Coordinate inspections of supplemental fire safety systems including pre-action systems, underfloor smoke detection systems, and fire extinguishers in various locations.
* Manage all preventative maintenance programs for the office facilities and ensure their performance in compliance with manufacturers' recommendations, code requirements and general best practices.
* Support activities related to maintenance and repairs at the corporate owned residence in New York.
* Manage registrations of the New York office's HVAC and power infrastructure with local and federal agencies.
* Oversee the annual pull-the-plug tests at the New York and New Jersey offices.
* Ensure that all operating and occupancy permits issued to CACIB required by NYC Building and Fire Codes are current and valid.
* Coordinate Fire Safety Teams at the New York and New Jersey offices, in coordination with local regulations and guidelines.
* Coordinate with cleaning supervisor the ongoing premises cleaning program, as contracted for, with particular attention to problem areas, methodology and performance evaluation. Oversee activities of contracted day porters.
* Oversee compliance and activities of contract vendors with respect to maintenance of HVAC, life safety systems, lighting, pest control, electrical systems, furniture, etc. Ensure that all vendor Certificates of Insurance are current.
* Manage and maintain facilities vendor contracts.
* Support other Americas offices on activities involving facilities management, life safety and security.
Key Internal contacts
* PCS functions at Head Office, including the PCS SSI team, and in Canada
* Business Continuity Mgmt, IT, Information Systems Security departments
* Finance, Global Sourcing & Procurement, HR, Legal departments
* Mgmt teams at all satellite offices
Salary Range: $130k-$165k
#LI-DNI
Competencies Essential:
* Microsoft Office Package with proficiency in Excel and PowerPoint
* An understanding of the design and construction process for interior office fitouts.
* CAD knowledge for basic space planning designs
Competencies Desirable:
* Working knowledge of AutoCAD LT
Skills and Knowledge Essential:
* Technical knowledge of building MEP and security systems.
* Ability to read and understand architectural design and engineering design drawings.
* Understanding of building MEP infrastructure systems and general construction processes
* Customer service oriented and quick responsiveness
* Ability to multi-task and work independently while under pressure
* Strong follow-up and organizational skills with an attention to details
* Analytical & project management skills
* Strong verbal and written communication skills
Skills and Knowledge Desirable: Working knowledge of Siemens Desigo BMS system and CCURE 9000 electronic security system.
$130k-165k yearly 8d ago
Collateral Management Middle Office
CrÉDit Agricole CIB 4.9
CrÉDit Agricole CIB job in New York, NY
General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022).
8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world.
Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade.
The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities.
For more information, please visit **************
Twitter: **************************
LinkedIn: *****************************************************
By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2025-97683 Update date 12/03/2025 Business type
Types of Jobs - Operations
Job title
Collateral Management Middle Office
Contract type
Permanent Contract
Job summary
The primary purpose of this position is to provide direct support to the booking and settlement of collaterals by being versed in the systems that support these operations. These systems include GV Collat/COMET/DRACCAR, as well as front office systems (Orchestrade, Murex FCO, Helix, etc). Reconciliations of portfolios have to be done in case of discrepancies with the counterparty and MTM reporting need to be sent.
Main tasks of the team:
1) Margin call management
• Margin call notification, confirmation and booking (in GVC) for Repos and OTC derivatives(in Comet) (NY time zone)
• Reconcile portfolios (Repo & Securities Lending) when discrepancies on margin call
• Coordination of booking and payments/settlement with MOs and BOs.
• Follow unsettled collateral flows
• Investigate on accounting discrepancies
2) Control and reconciliations
• Controls on margin calls: notices exchanged, amounts booked in GVC/Comet, stock reconciliation on repos margins
• Follow up in TriOptima or manual reconciliations for collateralized and non collateralized counterparties (EMIR) -OTC derivatives-
• Investigation on significant MtM variations, with escalation process if needed
• Set up (creation or modification) of contracts in GVC/Draccar depending on agreement terms for repos and derivatives
• Daily Reportings on discrepancies and disputes
3) MtM Client
• Producing MTM Client reporting and reports for NY time zone counterparties (daily, weekly or monthly reports)
• Follow up of DFA daily marks (check, new reports)
• Management of audit requests
4) Projects, process and procedures
• Participate to projects development with Paris (including UAT)
• Maintain, improve, develop activity
• Formalizing processes and documenting procedures
6) Transverse
Activity reporting (internal - KPI, KRI - and external - to regulatory authorities/Market surveys)
Contribution to ePCC, Incident reporting processes
Business development: provide input/analysis in the NAP, participate in UAT (system upgrades, new products…).
Management and Reporting:
Reports to the Head of Collateral Team
Key Internal Contacts
Legal Department, Back/MO Office, Front Office, MaM, Risks, IT Teams.
Supplementary Information
SPECIAL ROLE REQUIREMENTS:
Required:
Client Relationship management
Strong Verbal and written communication skills
Strong knowledge of Excel
Preferred:
Knowledge of GV Collat/Comet/Draccar/Trioptima
Understanding of Legal issues and legal documentations pertaining to Collateral
Understanding of derivatives and repos activity
Capacity to cooperate / ability to propose improvement
Salary Range: $90k - $110k
#LI-DNI
Geographical area
America, United States Of America
City
NEW YORK Candidate criteria Minimal education level
Bachelor Degree / BSc Degree or equivalent
Academic qualification / Speciality
Bachelor Degree / BSc Degree or equivalent
Level of minimal experience
6-10 years
Experience
6-10 years
Required skills
English (French is a plus)
Experience with collateral processes required.
Understanding of
Reconciliations preferred
Client Relationship management
Strong Verbal and written communication skills
Strong knowledge of Excel
Preferred:
Knowledge of GV Collat
Understanding of Legal issues and legal documentations pertaining to Collateral
Understanding of derivatives and repos activity
Capacity to cooperate / ability to propose improvement
$90k-110k yearly 60d+ ago
Global Investment Banking - M&A/ECM
Credit Agricole Corporate and Investment Bank 4.9
Credit Agricole Corporate and Investment Bank job in New York, NY
CLASS OF 2021 AND JAN 2022 ONLY
Credit Agricole CIB Americas is currently looking for an intern for its Global Investment Banking team. As an intern in the New York team, you will work on a variety of transactions and take on significant responsibilities. You will have the opportunity to be involved on a wide range of organizations and play an important role in the team's day to day activity. You will work on the origination and execution of Mergers & Acquisitions (M&A) and Equity Capital Markets (ECM) transactions.
Within the M&A team, you will be involved on a wide range of cross-border transactions including mergers, acquisitions, divestitures, joint ventures, corporate restructurings, demergers and leveraged buyouts, for regional and international clients.
In addition, you will assist the ECM team in advising, structuring and executing a range of equity and equity-linked offerings, including IPOs, follow-ons, ATMs, convertible bonds, share repurchases, for major corporations looking to access the public markets.
Mission:
-Assisting in the origination and execution of all ECM and M&A transactions across all industry sectors
-Preparing pitch book presentations for companies on topics including company valuation and financial analyses, equity and equity-linked alternatives, strategic transactions, capital allocation, among others
-Supporting analysts and associates in the creation of financial models
-Conducting strategic analysis / industry research
-Building company profiles
-Drafting memoranda, proposals, and other written documents
You will be working on a daily basis with our Sector teams located in Paris, and with our coverage teams across the U.S., Europe and South America.
Requirements:
-A previous experience in Corporate Finance/ Investment Banking (preferably M&A) is required
-Graduation within the last 2 years
-Strong analytical and financial skills
-Fluency in Spanish is a plus
-Advanced level in Excel and PowerPoint
-Attention to detail and ability to work under short deadlines
-Excellent interpersonal and communication skills
-You need to be able to work without sponsorship
MUST BE FULLY VACCINATED
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Position Description
We are seeking a Senior Investment Editor & Writer to co-lead our Editorial & Publishing team within PIMCO's Content Marketing group. In this high-impact role, you will shape PIMCO's thought leadership publishing strategy to strengthen market presence and accelerate growth, while serving as the principal investment writer for private markets content-positioning PIMCO as a leading private markets investor.
You will combine editorial expertise, strategic thinking, and investment knowledge to deliver content that resonates with wealth and institutional clients globally to support PIMCO's growth priorities. This role requires close collaboration with portfolio managers, investment and product strategists, client business leaders, and marketing and communications teams.
A key component of this role is implementing a newsroom-style publishing model that scales globally consistent messaging, deepens client understanding, leverages data-driven insights, and crafts compelling narratives across multiple formats.
Demonstrated expertise in private markets is essential, including the ability to develop investment narratives for private credit and other alternative strategies, paired with the executive presence and confidence to communicate effectively with senior investment professionals.
Location
New York, NY or Newport Beach, CA
Key Responsibilities:
* Content Strategy:
* Define publishing vision and strategy, develop a comprehensive editorial calendar of content topics aligned with business priorities.
* Collaborate with stakeholders to propose, identify, and develop timely stories based on client insights, market events, economic trends, and proprietary research.
* Own and publish high-quality private markets content across formats (publications, articles, videos, digital channels).
* Translate complex investment concepts into clear, client-friendly narratives for wealth and institutional audiences.
* Use analytics to inform content decisions, assess performance, and guide planning.
* Editorial Leadership:
* Oversee end-to-end content creation workflow from ideation to publication, ensuring deadlines and quality standards are met.
* Edit and proofread content for message alignment, accuracy, clarity, and conciseness, upholding the highest journalistic and brand standards.
* Guide writers, producers, investment professionals, and marketers on refining messaging and simplifying complex topics.
* Collaboration and Communication:
* Act as liaison between investment professionals, strategists, and marketing teams to coordinate content production.
* Ensure content aligns with the PIMCO brand, tone, regulatory standards, and global positioning.
* Partner with compliance and legal teams for approvals.
* Digital and Multimedia:
* Manage content across platforms-web, social media, and sponsored platforms.
* Collaborate with design and technical teams to optimize digital experiences.
* Curate multimedia assets (podcasts, videos, and data visualizations) to scale content distribution.
Qualifications:
* 10+ years of editorial, reporting, or content roles within financial publishing, asset management, or financial services; 5+ years in an editorial role.
* Deep understanding of capital markets and private markets (private credit, private equity, alternative investments).
* Exceptional writing, editing, and storytelling skills with a demonstrated track record in crafting timely, commercially viable thought leadership content.
* Executive presence and gravitas to gain credibility with the firm's most senior investment professionals.
* Strong communication and relationship-building skills.
* Ability to analyze data, extract insights, and present insights visually and narratively in ways that resonate with diverse audiences and drive engagement.
* Experience across multiple content formats and channels (digital, social, print, PR).
* Prior experience working with Investment Committees, CIOs, Portfolio Managers, or investment professionals highly desirable.
* Strategic thinker with the ability to assess complex topics and write clear and concise insights.
* Strong leadership and team management skills, with the ability to provide guidance and constructive feedback.
* Ability to work in a dynamic, fast-paced, global environment with demonstrated ability to multitask and prioritize competing tasks and demands under tight deadlines,
* Bachelor's degree in Journalism, Communications, English, or related field. An advanced degree, CFA or CAIA designation is highly desirable.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 250,000.00 - $ 305,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$250k-305k yearly Auto-Apply 30d ago
Quantitative Research Analyst
Pimco 4.9
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
JOB DESCRIPTION
We are seeking a senior Quantitative Developer to join our Portfolio Management Analytics team in Newport Beach, CA. The team is responsible for the development and enhancement of our analytics platform which provides pre-trade and risk valuations across the entire fixed income universe. You will be responsible for large scale software architecture, development and production releases mainly in C++ whilst having extensive exposure to high performance computing, cloud computing, messaging and caching. Our ideal candidate will be passionate about innovation in latest computing techniques as well as ensuring robustness in system and production releases. This is a fully hands-on job in a highly productive environment which requires both meticulous attention to detail and rapid coding development.
REQUIREMENTS
Master's degree in Computer Science or hard science/engineering with sweeping C++ development background. Graduation from a top school is preferred.
5-10 years of professional working experience with large-scale analytics systems at top tier financial firms. Directly working with fixed income trading systems is preferred.
Extensive programming skills in C++ (STL, boost, design pattern, modern C++) and integration across multi languages such as boost-python.
Results driven with attention to detail and high-quality standards - capable of leading a wide range of enhancements across code base, processes and applications.
Adaptive - able to quickly comprehend requirements and translate to software and systems in a timely fashion.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 187,000.00 - $ 265,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$187k-265k yearly Auto-Apply 60d+ ago
Operational Risk Analyst
Daiwa Capital Market 4.5
Remote or New York, NY job
Job Description
s America Inc.:
Incorporated in 1964, Daiwa Capital Markets America Inc. (“DCMA”) is a New York-based registered securities broker-dealer, a futures commission merchant, a primary dealer of U.S. Treasury securities, and a member of the New York Stock Exchange and other major U.S. exchanges. Our main focus is on the sales and trading of Japanese, Asian, and U.S. equities, fixed income instruments, financial futures, and investment banking for institutional customers. DCMA's ultimate parent company is Daiwa Securities Group Inc., one of the largest brokerage and financial services groups in Japan.
Position Summary:
Daiwa Capital Markets America is seeking an Analyst with experience of Operational Risk and/or Third Party Risk Management (“TPRM”) to join our Operational Risk Management (“ORM”) team. The ORM team is responsible for both the ORM and TPRM programs, working to execute robust risk management processes across the firm. The work environment is dynamic and focused on continuous program improvement, automation and integration with the other risk stripes and related programs.
The role entails working closely with ORM team members and collaborating cross-functionally with stakeholders to implement and deliver all components of the framework. In addition, you will directly contribute to risk related initiatives including new operational risk initiatives, incident response, RCSA, Key Risk Indicators (KRIs), eGRC system integration and risk reporting.
The role involves interaction with management across the firm and involvement in a range of projects that provides for a challenging and multi-faceted work environment.
Core Responsibilities:
Assist with ongoing development, rollout and maintenance of the Operational Risk and TPRM Programs.
Perform third party risk assessment during onboarding and for periodic reviews.
Work with the first line of the defense (1LoD) to develop KRIs, and monitoring for elevated risks.
Assist the 1LoD with operational incident reporting, conducting incident root cause analysis and reporting to management.
Assist business managers to perform Risk and Control Self-Assessments and reviewing the responses.
Maintain strong relationships with business management and providing risk training.
Develop risk reporting and dashboards to meet the needs of business management and ORM.
Identify and document potential risks associated with the operational processes across the firm including trading and operations.
Qualifications:
Bachelor's degree, preferably in a business-related subject.
5+ years of experience in operational risk and/or third party risk management.
Risk management certification preferred (e.g. CRISC).
Hands on experience of Operational Risk processes (e.g. RCSA, KRI, Incident/Issues Management, Scenario Analysis, and risk reporting).
Financial services industry experience, preferably in the broker/dealer or banking sectors.
Strong organizational, documentation, analytical, presentation, and communication skills (written and verbal).
Strong analytical approach and a focus on bringing new ideas to increase efficiency/ automation.
Experience using and administering eGRC systems.
Company Culture and Benefits:
Daiwa Capital Markets America Inc. has a vibrant company culture made up of a diverse team of professionals. We seek to foster an atmosphere in which our employees understand, respect, and inspire each other. We will continue to build a culture that encourages everyone at DCMA to take pride in their work. How we work - individually, with each other, and with our communities - is just as important as what we do and shapes who we are as an organization.
Our people are our most important asset, and as a result, we offer a competitive and robust total rewards package which includes, but is not limited to:
Competitive Benefits Package (Medical, Dental and Vision)
Ancillary Insurance (Basic Life Insurance, AD&D Insurance, and Short & Long-term Disability)
Flexible Spending and Health Savings Accounts (FSA and HSA)
Employee Assistance Program (EAP)
Comprehensive health and wellness benefits
Parental Leave
Family building benefits
401(k) with company match
Paid Time Off and holidays
Professional development, educational assistance and training programs
Community Engagement Programs
DCMA has a hybrid work program in place, with opportunities for remote work depending on the nature of the role and needs of your department. This was implemented to provide operational efficiency while simultaneously giving employees flexibility. At a minimum, employees are expected to work in the office three days per week.
DCMA provides equal employment opportunities for all applicants and employees. We are committed to providing a work environment that is free of discrimination and harassment. DCMA prohibits discrimination based on race, color, religion, gender identity, national origin, sexual orientation, age, disability, military or veteran status, or other attributes protected under applicable federal, state, or local laws.
$80k-119k yearly est. 23d ago
Private Wealth Business Enablement Officer
Neuberger Berman 4.9
New York, NY job
The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client-facing teams to source and validate requirements, size and cost initiatives, and scope change across people, process, policy, and platform. The role leads change management for technology-enabled initiatives, including training, communications, and adoption tracking, operating Private Wealth's strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives.
**Primary Responsibilities:**
+ Own the development and execution of Private Wealth's technology book of work
+ Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives
+ Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms
+ Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals
+ Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized
+ Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs
+ Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training)
+ Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met
+ Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change
**Experience & Skills Qualifications:**
+ Bachelor's degree required
+ 8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation
+ Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios
+ Strong business case development skills; proficiency in financial evaluation and trade-off decisioning
+ Experience leading cross-functional requirements and scoping operating model/process changes beyond technology
+ Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes
+ Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change
+ Exceptional stakeholder management, influencing, and communication skills
+ Demonstrated ability to drive business enablement and lead through change
+ Highly organized with strong analytical and problem-solving abilities
+ Ownership mentality
+ Strong attention to detail
+ Client prioritization
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $120,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
**Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.**
_Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._
_Learn about the Applicant Privacy Notice (******************************************************* ._
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures: **************************
$32k-46k yearly est. 52d ago
2026 Summer Intern - Alternatives Asset Management Intern, US
Pimco 4.9
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Internship positions are located at PIMCO's New York City office.
You're eligible to apply if you:
Are currently pursuing an undergraduate degree
Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027
Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026)
Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university
Are business proficient in English
You'll excel as an Alternatives Asset Management Intern if you:
Have a strong interest in the financial markets, macroeconomics, investment finance, business operations
Have skills conducting research and basic financial modeling. Demonstrate natural intuition to make good judgments, including a ‘trust but verify' perspective when reviewing assumptions and conclusions
Are proactive in thinking about investments, including researching potential trends for opportunities and investment risks
Are a good communicator; have strong written and oral presentation abilities. Are persuasive and credible
Have strong work ethic and integrity; are a team player that is proactive and self-motivated
Have the ability to work effectively on multiple projects simultaneously
See yourself as an Alternatives Asset Management Intern:
Since launching its first opportunistic credit vehicles over 15 years ago, PIMCO has developed a significant presence in both alternative credit and private investment strategies. Our strategies include those that seek to identify value primarily in listed securities, relying on fundamental and capital structure analysis, and also strategies that seek to privately finance the debt and equity needs of companies, asset holders, and origination platforms. We invest globally across commercial and residential real estate and mortgage credit, performing and distressed corporate debt, and specialty finance markets.
As an Alternatives Asset Management Intern, you will seek to identify operational opportunities and challenges of alternative credit and private strategy investments. You will work alongside seasoned associates and Portfolio Managers, focusing on financial modeling and qualitative analysis to evaluate performance and alternative paths for under-performing positions. Throughout the course of the summer, you will monitor performance of our positions; seeking to identify challenges and address them. Successful interns receiving full time offers will have the opportunity to join a two-year rotational program with a potential for a career track in Portfolio Management.
While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above.
The PIMCO Internship Experience:
The PIMCO Internship Program runs between Monday, June 8 - Friday, August 14, 2026, with the expectation that you will be available for the full duration of the program
During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success
Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts
Join us for a variety of cross-divisional education, networking & social events!
Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer
You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals
Want to learn more? Hear about The PIMCO Internship Experience from past interns
As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations
How you should apply:
Applications open mid-August 2026. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready.
What to expect during the interview process:
After we receive your application, we will conduct an initial review of your resume
If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview
If you are chosen to proceed after the video interview, you will then take an assessment
Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions
PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment.
For more information on PIMCO and Career Opportunities, please visit ********************************************
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate: $ 52.88
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$52.9 hourly Auto-Apply 60d+ ago
Associate, Corporate Banking Leveraged Lending- New York
BMO (Bank of Montreal 4.7
New York, NY job
Application Deadline: 01/23/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets
Line of Business Overview
The Leveraged Lending group within Corporate Banking underwrites and manages the firm's private equity backed syndicated loan and direct lending portfolio. The team supports both our product and coverage partners by allocating capital to both revolver and term loan holds in syndicated private equity backed transactions. Leveraged Lending is involved all aspects of an underwriting and manages the credit and corporate banking coverage post deal closing. Leveraged Lending also participates in direct lending transactions and commits capital to the entire capital structures including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans.
Job Description
The associate will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management of Financial Sponsor backed transactions, supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries. The Associate will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Associate will help assess BMO's hold appetite across revolvers and term loans in both syndicated and direct transactions. Experienced Associates will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products.
Key Dimensions
New Underwritings: 60%
Portfolio Management: 40%
Primary Function and Responsibilities
New Underwritings
Digest comprehensive data rooms and use critical thinking to pull out and analyze key files
Work across groups to compile diligence lists; lead diligence calls with financial sponsors as well as with company management teams
Collaborate with colleagues on different teams (Leveraged Finance; Industry Coverage; Sponsor Coverage) on materials for committee meetings attended by senior leaders across the bank
Create LBO Models based off Management / Sponsor projection models to use in Credit Memos
Use independent critical thinking skills to analyze and sensitize financial models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction
Complete risk / return models for new deals
Address questions from the Investment Committee and Credit team to support new transactions
Portfolio Management
Review and monitor Borrowers' financial statements for potential changes which may affect the Borrower's performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with sponsor/management teams
Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers
Assess Borrowers' internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business
Conduct ongoing analysis of amount of allocated capital and credit risk
Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers
Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry
Education/Professional Experience
An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
2 - 4 years of relevant experience within investment banking, corporate banking, corporate credit, or capital markets. Leveraged Finance experience is preferred.
Completion of a financial analysis credit training program preferable
Skills
Excellent analytical skills to include business, financial, and credit analysis areas
Skilled in building complex LBO financial models
Strong written and oral communication skills
Strong proficiency in Microsoft Office products, notably MS Excel
Ability to be creative, insightful and resourceful in performance of duties
Strong interpersonal skills used within a demanding team environment
Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner
Excellent capability to independently function as part of a team through self-motivation
Expected base salary: $150,000.00 USD
Salary:
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$150k yearly Auto-Apply 1d ago
Technical Product Consultant
BMO Financial Group 4.7
New York job
Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions.
+ Leads and executes business development plans so that business goals are achieved or exceeded.
+ Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms.
+ Support technical implementation, including system configuration, testing, and integrations.
+ Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance).
+ Provide troubleshooting and post-implementation support.Collaborate with Product, Tech, and Operations teams.
+ Participates on client calls as required.
+ Addresses customer services issues according to established guidelines, escalating as required.
+ Develops solutions for customer issues, engaging multiple stakeholders as required.
+ Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients.
+ Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk.
+ Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
+ Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments.
+ Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
+ Designs comprehensive training programs to enhance team capabilities and align with strategic objectives.
+ Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments.
+ Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
+ Responds to and facilitates the resolution of client service requests.
+ Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
+ Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
+ Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
+ Provides specialized consulting, analytical and technical support.
+ Exercises judgment to identify, diagnose, and solve problems within given rules.
+ Works independently and regularly handles non-routine situations.
+ Broader work or accountabilities may be assigned as needed.
**Qualifications:**
+ 5+ years in Trade Finance or Supply Chain Solutions Products.
+ Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered.
+ Deep knowledge and technical proficiency gained through extensive education and business experience.
Advanced level of proficiency:
+ Product Knowledge
+ Regulatory Compliance
+ Data Analysis Reporting
+ Document Management
+ Microsoft Office
+ Project Management
+ Problem-Solving
+ Detail-Oriented
+ People Management
+ Stakeholder Management
+ Strategic Thinking
**Salary:**
$88,800.00 - $165,600.00
**Pay Type:**
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
**About Us**
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at **************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
$88.8k-165.6k yearly 4d ago
Analyst - Senior Associate - SMA Solutions
Pimco 4.9
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Our new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform.
You will be a key contributor to SMA platform growth, as their analytical and technical expertise supports our SMA client portfolios. The day to day functional role will be based upon a strong foundation in fixed income fundamental knowledge (particularly Treasury, Municipal, Corporate, and Mortgage-Backed Securities) and PIMCO's Separately Managed Account platform/strategies.
RESPONSIBILITIES:
The breadth and diversity of the analytical responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following:
* Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs
* Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management
* Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams
* Producing technical analyses and customized solutions for existing and prospective clients
* Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams
* Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry
REQUIREMENTS
* Bachelor's degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus
* 1-4 years' experience with experience in the investment management industry and a foundational understanding of fixed income
* Strong analytical and quantitative skills
* Able to handle multiple assignments simultaneously, while maintaining attention to detail
* Self-motivated, ethical, and capable of building strong relationships
* Effective communication skills, both oral and written
* Ability to work independently and in a collaborative team environment
* Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained
* Strong Excel skills, with coding experience being a plus (SQL, Python)
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 90,000.00 - $ 125,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
$90k-125k yearly Auto-Apply 60d+ ago
Client Advisory Specialist
Neuberger Berman 4.9
Day, NY job
As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman's resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships.
Responsibilities
Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients
Leverage data and field knowledge to optimize and scale territory coverage
Engage clients through service to deepen and expand existing relationships
Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate
Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities
Align with home office coverage to prioritize Neuberger Berman's resources for relevance across partner firms and advisor segments
Scale the allocation of firm resources with a focus on driving leverage
Build brand and deepen advisor relationships through consistent, value-added engagement.
Primarily engage with clients remotely, with potential for in-territory travel
Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement
Qualifications
Minimum of five years' experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage)
Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team
Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management
Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time
Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment
Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust client management process
Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level
Demonstrable leadership capabilities and a self-starter mindset
Ability to coordinate client engagement across multiple territories and manage relationships across various roles and seniority levels-both internally and externally
Self-motivated and team-oriented
CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred
Series 7, 63/65, or 66 required (or obtained within 6 months of hire)
#LI-JG3
#LI-Hybrid
Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $185,000-$190,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
$185k-190k yearly Auto-Apply 60d ago
Experienced Hire Opportunities
Neuberger Berman 4.9
Day, NY job
At Neuberger, our success is driven by the expertise and dedication of our people. As a leading global asset management firm, we are continuously seeking accomplished professionals who are passionate about making a meaningful impact in the industry. By joining our Experienced Professional Talent Pool, you signal your interest in contributing to our dynamic and collaborative environment, where innovation, integrity, and client focus are at the core of everything we do.
We invite experienced candidates from diverse backgrounds and experiences to submit their credentials for future consideration. Your application will allow our Neuberger Recruiting team to proactively connect you with opportunities that align with your skills, experience, and career goals as new roles become available.
Neuberger offers a culture of continuous learning and development, and the chance to work alongside industry leaders in an entrepreneurial setting. Whether you are seeking to advance your expertise, lead transformative initiatives, or broaden your impact, we encourage you to join our network of talented professionals.
Submit your application today to be among the first considered for upcoming openings and take the next step in your career journey with Neuberger.
Please note, this job posting is not for any specific role or position in any particular department at Neuberger.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
Zippia gives an in-depth look into the details of Credit Agricole CIB, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Credit Agricole CIB. The employee data is based on information from people who have self-reported their past or current employments at Credit Agricole CIB. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Credit Agricole CIB. The data presented on this page does not represent the view of Credit Agricole CIB and its employees or that of Zippia.
Credit Agricole CIB may also be known as or be related to Credit Agricole America Services, Inc., Credit Agricole CIB, Credit Agricole Corporate & Investment Bank (UK), Credit Agricole Corporate And Investment Bank New York Branch, Credit Agricole Corporate And Investment Bank, New York Branch and Credit Agricole Corporate and Investment Bank New York.