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  • Customer Service Representative

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Responsible for assisting Commercial Banking teams with the handling of all service related matters for their clients including operations, account opening and maintenance, cash management, and loan servicing. Takes full ownership of customer inquiries to help support the retention and further growth of our firm by supporting direct Manager, Commercial Banking and Banking teams with the daily processing of customer information and requests. Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements. Establishes robust partnerships and open communication with the business, operations, and internal banking teams to effectively liaise, manage workload and help provide a white glove experience for our internal and external clients. Assists in the review of daily reports, temporary overdrafts, and funds transfer requests including fee modifications and waivers. Responsible to collect documents and liaise with clients and internal teams for the account opening process and associated tasks related to KYC. Performs client call backs to authenticate and verify client requests related to client transactions, account maintenance and loan servicing. Coordinates and manages manual wire and internal transfer requests. Responsible to multi-task by assisting clients/internal partners via various methods of communication (e.g. online application, phone, chat, in-person, email etc.) Utilizes problem-solving skills, sound judgement, creativity, and experience to analyze information to successfully resolve tasks and issues. Effectively handles the timing of communication and response to processing requests, providing instructions, scheduled training, bank projects, voicemails and emails for both internal partners and external clients to help contribute to our high-touch brand. Self-Starter that consistently approaches their work assignments with integrity, accountability, and consideration of the client and banks reputational risk which includes following compliance guidelines and company policies with a high level of care. Team player that participates in internal activities, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc. May include light backup assistance for teller function in some locations Participates and collaborates in banking projects. Qualifications 1-3 years of experience in financial industry or transferrable skills Passion for providing white glove customer service. Desire to be part of a team that strives to improve in how we process, deliver and service our clients, actively collaborates to get the job done, and contributes to a work culture that is harmonious. Self-starter with the ability to multi-task/prioritize workload to ensure timely, efficient and accurate execution. Bachelor Degree or transferrable experience for position. Excellent interpersonal and communications skills both written and oral. Compensation: The expected annual salary for this position is between $65,000 - $75,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $65k-75k yearly 21h ago
  • Principal Data Architect

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY or remote

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Principal Data Architect Default Employees can work remotely Full-time Company Description Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain's New York Business as the 14th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Job Description This position is responsible for performing the duties of Principle Data Architect working closely with Stakeholders, SMEs and Data Stewards. Responsibilities include Act as a primary influencer and collaborator, working across teams to establish Architecture Patterns and Reference Architectures, promoting their adoption to align with business and technology strategies. Outline and continuously update the target state for enterprise data architecture, detailing the strategy for creating and utilizing official data sources. Serve as a key advisor on best practices in data governance and data architecture, conducting training sessions and workshops to enhance data literacy and governance adherence across the organization. Lead the establishment and maintenance of a data catalog and metadata management practices, improving data discoverability and understanding across the organization. Manage cross-functional teams in the execution of data governance and architecture projects, ensuring alignment with organizational goals. Monitor and report on the effectiveness of data governance policies, recommending and implementing improvements as needed. Guarantee alignment of new data initiatives and projects with the organization-wide target data strategy and architecture, which includes reviewing and approving key design documents. Establish and oversee technical data standards and patterns, granting exceptions where necessary. Ensure data architecture patterns are up-to-date, reusable, and clearly understandable. Collaborate with the security architect to set a comprehensive strategy for data security, access, and provisioning that meets security requirements and governance policies. Approve significant architectural changes to improve data quality. Develop reference architectures for the Enterprise data and the Data Governance team that support business and technology strategies. Utilize expertise in modern data management, analytics, and science practices to advance our goal of creating unique, data-driven capabilities. Promote architecture transformation, encouraging adoption and driving modernization across product and data teams. This will be a highly dynamic environment where an energetic positive attitude, multi-tasking and the ability to jump in and add value is a requirement. #LI-Hybrid Qualifications Leadership in Modern Architecture with extensive understanding of Enterprise Architecture and Solution Architecture frameworks, best practices, and the application of current architectural trends for business transformation. Relationship Building and Communication with strong team player with effective collaboration, networking, and influencing abilities, capable of building trust and relationships. Clear vision communication and influencing the adoption of architectural principles, patterns, and standards. Experienced in managing multiple projects, budgets, and schedules to successful outcomes. Track record of achieving specific goals aligned with business objectives through outcome tracking and reporting. Persistence, resilience, and comfort in driving change and navigating ambiguity. Intellectual Curiosity and Committed to continuous learning, understanding strategic investments and emerging technologies. Compensation: The expected annual salary for this position is between $140,000 - $160,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $140k-160k yearly 21h ago
  • Portfolio Manager

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY's credit policies and understanding of desired risk profile Proactively monitor the portfolio for indicators of stress/risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc. Keep RMs informed of any issues with credit or portfolio risk Identify and inform RM of cross-sell, referral and credit expansion opportunities Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio management Support RMs in providing top client service in-line with the bank's expected high standards Remain well informed on all client matters to minimize risk Complete the annual review of credits Remain fully compliant on all client matters Achieve all individual goals and contribute to all team goals Develop positive working relationships with all segments and individual bank partners Complete all required training timely Conduct oneself as a true brand ambassador for the bank Qualifications Portfolio Manager needs to have strong credit and organizational skills as well as solid understanding of commercial real estate credit facilities (bridge loans, term loans, construction loans, lines of credit, other commercial mortgage types, etc.) with loan sizes varying from $5MM to $50MM Minimum experience of 3- 5+ years in commercial loan portfolio management/underwriting or another relevant area required Must be able to work as part of the Middle Office team working together with Direct Manager, Account Officers and Group Manager Willingness to take on special projects as they arise. Should already be familiar with bank reports, systems and processes Should possess strong communication skills (verbal and written) Ability to work in a collaborative environment and while meeting tight deadlines Bachelor's degree in a related field required Technology Skills: Strong technical skills including MS Office: Excel, Word and PowerPoint Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus. Jack Henry/SilverLake, FiServ banking application experience is a plus but not required. Please note that this role requires on-site presence, while the Bank has a hybrid schedule of 3 days in the office/2 days remote it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4/5 days in the office. Additional Information Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. Due to COVID-19, we are now operating on a hybrid schedule. We value the safety of our employees because we're all in this together. NO AGENCIES PLEASE. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $125k-202k yearly est. 21h ago
  • Global Investment Banking - M&A/ECM

    Credit Agricole Corporate and Investment Bank 4.9company rating

    New York, NY job

    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
    $163k-294k yearly est. Auto-Apply 60d+ ago
  • Audit Associate, Capital Markets and Operations

    Credit Agricole 4.9company rating

    New York, NY job

    The Audit Associate performs, under the supervision of a Lead Auditor, assessments of the audited activity within the businesses and supporting operations for capital markets, structured finance, and corporate and investment banking. He/she performs independent testing and analysis on specific controls in order to meet the auditâs objectives. He/she also contributes to drafting the debriefing presentation and the final report sent to Management. Key Responsibilities The Audit Associate is expected to work independently under minimum supervision, provide appropriate effective challenge of the control environment, and manage his/her time to meet all deliverable dates to keep the audit plan on schedule. Management and Reporting Direct reporting line to the Lead Auditor or Supervisor responsible for Markets and Operations coverage. During an assignment, the Audit Associate may also report to a global supervisor in charge of the assignment Key Internal contacts Auditees (Trading Desks, Operations, Structured Finance, Corporate and Investment Banking, Compliance Monitoring), other control functions Key External contacts The Audit Associate may be asked to coordinate co-source resources on engagements Role specific requirements This role may require business travels in any relevant locations to conduct the assigned audits, for periods up to several consecutive weeks. Auditors must comply with the CACIB Audit Charter, in particular the five fundamental ethical principles (integrity, objectivity, confidentiality, expertise, and transparency) and all other locally applicable regulations. Salary Range:Â$100K - $130K #LI-DNI I â Conduct of assignment The Audit Associate is responsible for carrying out audit work as assigned by the Lead Auditor within the defined timeframes in accordance with IGE methodology and procedures and Internal Audit standards. Audit work includes continuous monitoring, formal audit coverage, and at times may include regulatory issue validation testing: * Independently carry out audit planning and fieldwork of audit coverage, including: * A preliminary assessment of the audited activity highlighting the related risks and controls * Interviews, testing and analysis of the results of the controls planned in the audit program * Provide comprehensive documentation in test sheets the controls performed and conclusions reached * Identify and report on strengths and weaknesses of the audited areas, analyse the root causes and risk impact of the identified weaknesses, develop remediation and recommendations to address the audit findings and conclude on the effectiveness of the control set-up and business practices * Maintain open communication with auditees during coverage to prevent confusion or surprises, including documenting issues and identifying owners during the audit * Present audit conclusions to IGE management and to the management of the audited unit At a minimum, the Audit Associate must also complete within the defined timelines all annual required training on banking and regulatory matters to maintain a sufficient knowledge of the audited area for which she/he is responsible. Â Essential Competencies:Â * Analytical skills * Organization * Verbal and written communication skills * Ability to work autonomously under deliverable timelines * Team spirit * Proficiency in Word, Excel and PowerPoint * Fluent in English Desirable Competencies:Â * Relationship management * Ability to work in multi-disciplinary and multicultural teams * Basic French Essential Skills & Knowledge:Â * Auditing techniques or knowledge of Bank activities pertaining to trading, operations, corporate lending * Understanding of the risks generated by banking / securities activities Desirable Skills & Knowledge:Â * Understanding of Capital Market and Financing strategy, products, processes, controls and risks
    $100k-130k yearly 60d+ ago
  • Proof and Control Specialist

    IDB 4.8company rating

    IDB job in New York, NY

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Proof & Control Specialist Corporate Job Level: Associate Manager Overview This role is a key contributor to ensuring the accuracy, compliance, and efficiency of IDB's deposit operations. In this dynamic role, you will multitask across various financial functions while also providing exceptional customer support. This role demands attention to detail, excellent communication skills, and a proactive approach to solving problems and resolving issues/discrepancies. We are looking for a collaborative team player who can contribute positively to our goal of continuous improvement in how we operate and service our clients. Please note that this role requires a minimum of 3 days per week in the office, and 4-5 days may be required during certain weeks, depending on business needs. Key Responsibilities: Deposit Operations Collaborate across the Deposit Operations team and other departments of the Bank to ensure accuracy in all proof and control processes. Execute the preparation and distribution of bank confirmations with timeliness and precision. Maintain accurate records of all confirmations sent, received, and pending to ensure a clear audit trail. Demonstrate proficiency with unposted processing research and notification, ACH and Check returns rules, NSF and Positive Pay. Conduct QC review of customer and account changes to ensure change instructions are accurate and have supporting documentation. Review account rates that exceed limits to verify they have approval. Perform various daily, weekly, and monthly reconciliations across ACH, ATM, and Sub Ledger to G/L. Reconcile ATM transactions to detect and resolve discrepancies promptly. Maintain detailed records for sub-ledger reconciliations, reporting variances and implementing corrective actions. Participate in audits of deposit transactions, ensuring compliance with banking regulations. Liaise with external auditors and internal departments to verify financial information and resolve discrepancies. Credit Cards Provide exceptional customer service by managing inquiries related to card services and resolving customer issues effectively and efficiently. Assist with processing credit card applications by becoming proficient with the different card products and application requirements based on relationship types. Conduct maintenance of card accounts, such as issuing new cards, updating customer information, and terminating cards as required. Investigate and resolve fraud cases, coordinating with internal and external stakeholders to ensure swift resolution. Other Contribute to various reporting tasks, compiling data and generating reports to assess performance and identify improvement areas. Develop insights from transaction data to identify and mitigate potential risk areas. Provide administrative support in documenting process improvements and operational guidelines. Adapt to varying needs within the department to meet operational demands and ensure seamless execution of tasks. Cross-train with other team members in order to provide back-up/coverage and maintain consistency and efficiency in operations. Qualifications Qualifications Associate's or Bachelor's Degree and/or equivalent work experience. 3-5+ years of experience in Deposit Operations or Card Servicing in the financial services industry, and/or transferrable/similar experience. Direct experience processing credit card applications, with a strong customer service orientation: Familiarity with all credit card regulatory requirements and reporting. Experience verifying application data accuracy, completeness, and required documentation. Familiarity with obtaining credit reports and researching credit ratings. Experience preparing and submitting client communication documents. Knowledge of regulatory requirements related to various financial transactions is highly desirable. Self-starter with the ability to multi-task/prioritize workload to ensure timely, efficient, and accurate execution, including maintaining compliance with all applicable banking laws and regulations. Strong attention to detail, accuracy, and ability to recognize potential fraud or suspicious activity. Excellent interpersonal and communications skills - proven ability to effectively assist clients and internal partners through various methods of communication. (e.g. online application, phone, chat, in-person, email, written documents, etc.) Ability to problem-solve, using sound judgement, creativity, and experience to analyze information and successfully resolve tasks and issues. Strong skills in MS Office (Excel, Word and PowerPoint). Bonus Points For Experience with Salesforce and other Core Banking systems Other CRM experience Additional Information Compensation: The expected annual salary for this position is between $65,000-70,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $65k-70k yearly 60d+ ago
  • Research Associate - FinTech / Business Services

    Neuberger Berman 4.9company rating

    New York, NY job

    Headquartered in New York with international offices in London, Hong Kong, and Tokyo, our Global Equity Research group provides in-depth sector and macro expertise to identify investment recommendations and emerging industry trends for a range of portfolios and equity products. Through Global Research Strategies, the Global Equity Research group also manages assets in-house to propel core and thematic portfolios addressing cutting-edge investable concepts. To accomplish our shared goals, our team employs deep, fundamental research on hundreds of companies; leverages analysts' strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and liaises with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations. Our Research Associates also work in close partnership with our Data Science team, where our in-house engineers distill and discern unique datasets to corroborate our fundamental work. As an active manager, Neuberger Berman believes that engaging with issuers on financially material topics can improve their performance and reduce their risk profile. We believe that engagement is the responsibility of each investment team as part of their ongoing dialogue with management. Our Stewardship and Sustainable Investing Group (SSI) supports the Global Equity Research Team with these efforts with top-down expertise. Primary Responsibilities: The Research Associate will be a valuable partner to our Global Research team in idea generation, conducting due diligence on potential investments, and monitoring current positions across the business & information services sector. The Research Associate will have regular communication with management teams, industry experts, sell-side analysts and portfolio management teams; primary research via channel checks, field research, surveys, or other methods; and Data Science integration supported by those respective teams. Neuberger Berman prides itself on a culture that rewards rigorous analysis, challenging dialogue, and professional and personal respect through robust opportunities for internal advancement. High-performing Research Associates can progress to portfolio management within Research or on one of the portfolio management teams, depending on interest and suitability. Experience & Skills Qualifications: Strong academic credentials Minimum of 5 years of investment banking, sell-side or buy-side research experience in Business & Information Services Passion for investing and the markets Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through Proficient in advanced skills with Microsoft Office, especially Excel Strong analytical and presentation skills. Excellent verbal and written communication skills Capable of working independently and as part of a team Hard-working, motivated, enthusiastic, and personable with strong communication skills Must be able to provide strong personal and professional references Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets Enjoys collaborative projects and being part of a team 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 $145,000-$195,000. 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.
    $145k-195k yearly Auto-Apply 2d ago
  • Private Wealth Business Enablement Officer

    Neuberger Berman 4.9company rating

    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 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.
    $32k-46k yearly est. Auto-Apply 6d ago
  • Director, Private Credit Product Specialist, Private Wealth Solutions

    Fortress Investment 4.9company rating

    New York, NY job

    New York Client & Product Solutions Group Ref # 3646 Date published 07-Nov-2025 Private Credit Product Specialist - Private Wealth About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the position We are seeking a dynamic and technically proficient Private Credit Product Specialist to support the growth of our private wealth distribution platform. This individual will serve as a subject matter expert (SME) across private credit strategies, acting as a bridge between investment teams and private wealth client teams, partnering with Financial Advisors, RIAs, IBDs, and Private Banks. Key Responsibilities: * Product Expertise & Positioning * Develop deep fluency in private credit strategies including direct lending, real estate credit, net lease, asset-based finance, CLOs, and opportunistic credit. * Articulate investment philosophy, process, and performance to internal and external stakeholders. * Serve as the technical lead in client meetings, roadshows, and due diligence sessions. * Client Engagement & Capital Formation * Partner with sales and investor relations teams to support fundraising across private wealth channels. * Customize messaging and materials for advisors, UHNW clients, private banks, and wealth platforms. * Lead second-meeting engagements and serve as the go-to resource for product-specific inquiries. * Product Development & Structuring * Collaborate with investment, legal, and operations teams to participate in the design and launch of new vehicles (e.g., evergreen funds, drawdown funds, etc). * Ensure product structures are optimized for private wealth distribution (e.g., tender/interval funds, feeder structures, tax efficiency). * Marketing & Content Creation * Create and maintain product collateral including pitchbooks, fact sheets, DDQs, and RFPs. * Contribute to thought leadership and market commentary tailored to private wealth audiences. * Internal Collaboration * Act as a conduit between portfolio managers and distribution teams. * Participate in investment committee and deal pipeline meetings, as well as product strategy sessions. Qualifications: * 8-15 years of experience in private credit, preferably in a product specialist, investor relations, or portfolio management role. * Deep understanding of private credit markets and fund structures. * Demonstrated success supporting capital formation in private wealth channels. * Strong communication and presentation skills; ability to simplify complex investment concepts. * FINRA licenses (Series 7, 63, 24, or 66) preferred. * Bachelor's degree required; MBA or CFA a plus. Preferred Attributes: * Willingness to travel extensively to support client engagements, roadshows, and platform onboarding across key private wealth markets. * Entrepreneurial mindset with a collaborative approach. * Experience with onboarding products to private wealth platforms. * Familiarity with regulatory and operational nuances of private wealth distribution. * Ability to manage multiple stakeholders and deliver under tight timelines. The base salary range for this position is expected to be between $185,000 and $200,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 200,000 Minimum Salary 185,000
    $185k-200k yearly 24d ago
  • Data Governance Senior Analyst

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. For more than 70 years, Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at , you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description We are seeking a results-driven data governance professional to help execute the build-out of IDB's Data Governance (DG) program. This role will focus on implementing data quality monitoring, supporting governance processes, and improving adoption across business units. The ideal candidate brings strong experience with operationalizing data governance in financial services, especially in designing business rules, working across functions, and driving execution. While the role is execution-oriented, the candidate will also provide targeted thought leadership in areas such as improving stakeholder engagement, solving data ownership challenges, and increasing accountability for data quality across the organization. Responsibilities Develop and implement business rules to monitor the quality of critical data elements, in alignment with business and regulatory needs. Lead the build-out of a trust scoring model to assess and communicate the reliability of data used in key business processes. Work with business units and data stewards to define data quality expectations, identify data owners, and establish accountability models. Partner with stakeholders across operations, risk, finance, compliance, and technology to support the adoption of governance processes. Facilitate data ownership conversations and help embed stewardship responsibilities into day-to-day business operations. Coordinate root cause analysis and remediation efforts for identified data quality issues. Assist in mapping data flows and documenting “as-is” and “to-be” states, with a focus on improving data integrity and reducing duplication. Contribute to the implementation of data governance tools and workflows, ensuring alignment to enterprise standards and business needs. Track progress and adoption metrics, and prepare status updates and reports for governance leadership and business stakeholders. Support and design training, communications, and change management efforts to increase understanding and adoption of data governance practices. Qualifications 8+ years of experience in data governance, data quality, or related functions within financial services or a highly regulated environment. Strong experience defining and implementing data quality business rules, metrics, and exception reporting. Hands-on experience contributing to or supporting the development of data trust scoring or data certification frameworks. Demonstrated ability to drive adoption of governance practices across business units with differing levels of maturity and buy-in. Working knowledge of data governance concepts such as data stewardship, ownership, lineage, and metadata management. Strong project execution and problem-solving skills; able to move work forward in a complex and decentralized environment. Excellent interpersonal and communication skills; able to navigate sensitive conversations around accountability and ownership. Familiarity with data governance and quality tools (e.g., Collibra, Informatica, Microsoft Purview) and business collaboration tools. Desired : Experience operationalizing data stewardship models or supporting stewardship networks. Background in managing or contributing to change management initiatives focused on data or process adoption. Knowledge of regulatory data requirements or audit standards related to data quality and control. Compensation: The expected annual salary for this position is between $130,000 - $155,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guideline NO AGENCIES PLEASE. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $130k-155k yearly 21h ago
  • VP/Director, Channel Marketing, Private Wealth Solutions

    Fortress Investment 4.9company rating

    New York, NY job

    New York Client & Product Solutions Group Ref # 3645 Date published 07-Nov-2025 Fortress Private Wealth Solutions Channel Marketing Manager Department: Private Wealth Solutions About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $54 billion of assets under management as of September 30, 2025. Founded in 1998, Fortress manages assets on behalf of approximately 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity and permanent capital investment strategies. Investment performance is our cornerstone - we strive to generate strong risk adjusted returns for our investors over the long term. For additional information on Fortress, please visit ***************** About the Position We are seeking a strategic and execution-focused Channel Marketing Manager to lead marketing initiatives across key distribution channels for our Private Wealth Solutions business. This role will be responsible for developing and executing integrated marketing strategies that drive engagement, education, and adoption of alternative investment solutions among financial advisors at Wirehouses, Private Banks, IBDs, RIAs, and other private wealth channels. Key Responsibilities: * Channel Strategy Development: Design and implement targeted marketing strategies for distinct private wealth channels, including wirehouses, independent broker-dealers, RIAs, and private banks. * Campaign Execution: Lead the development and execution of multi-channel campaigns (email, webinars, events, digital, print) to promote alternative investment offerings and thought leadership. * Sales Enablement: Partner with distribution and product teams to create compelling sales tools, presentations, and educational content tailored to channel-specific needs. * Content Development: Collaborate with internal and external stakeholders to produce high-impact marketing materials, including pitch decks, brochures, videos, and white papers. * Event Marketing: Support planning and promotion of advisor-focused events, roadshows, and conferences to enhance brand visibility and deepen relationships. * Analytics & Optimization: Track and analyze campaign performance across channels; use insights to optimize future initiatives and improve ROI. * Compliance Collaboration: Work closely with legal and compliance teams to ensure all marketing materials meet regulatory standards. Qualifications: * Bachelor's degree in Marketing, Finance, Business, or related field; MBA or CFA a plus * 10+ years of experience in channel marketing, preferably within financial services or asset management * Deep understanding of private wealth distribution channels and alternative investments (private equity, private credit, real assets, hedge funds) * Proven ability to manage complex projects and cross-functional teams * Strong writing, communication, and presentation skills * Experience with CRM and marketing automation platforms (e.g., Saleforce) * Highly organized, detail-oriented, and results-driven The base salary range for this position is expected to be between $185,000 and $185,000. The base salary range proposed for this role has been set forth to comply with local law, but salary is only one element of the total compensation for this role. The base salary range suggested above does not include compensation elements such as bonuses, overtime and deferred cash (each of which are applicable in certain roles), benefits, perquisites, and company contributions to employee 401(k) accounts. Such other pay components often result in total compensation materially exceeding base salary for a particular role. Total compensation as well as base salary for a role depend in part upon individual performance, years of service, experience, geographic considerations, the performance and the needs of particular business units, company performance, and general market conditions. Maximum Salary 185,000 Minimum Salary 185,000
    $185k-185k yearly 24d ago
  • RM Team Lead Asset Based Lending (ABL)

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY

    Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain's New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law. Job Description Position Overview We are seeking a highly experienced and strategic Team Lead for our Asset-Based Lending (ABL) group. The ABL Team Lead is responsible for leading and managing the bank's ABL team of Relationship Managers, ensuring a strong credit portfolio and profitable customer relationships. The Team Lead should be a proven revenue generator and thought leader, with a track record of delivering meaningful business outcomes. This role involves overseeing portfolio management, and business development strategies to support the bank's growth objectives while maintaining strong asset quality. The ABL Team Lead will work closely with internal and external stakeholders to structure, approve, and monitor ABL transactions, ensuring regulatory compliance and maximizing portfolio performance. Additionally, the ABL Team Lead will manage and mentor the ABL team, ensuring alignment with the bank's strategic goals and fostering a high-performance culture. Emphasis placed on maximizing cross sell of bank products with existing and new customers. Key Responsibilities Lead and manage a team of relationship managers, providing guidance, support, and mentorship to team members. Track and evaluate portfolio performance, identify emerging trends, and recommend actions aligned with IDB's strategic growth objectives. Oversee the team's workflow by proactively managing client requests and ensuring the quality and timely completion of all credit deliverables, including client inquiries, periodic credit reviews, evaluation of all ABL diligence materials, and prompt updates to credit risk ratings. Manage and resolve portfolio issues relating to past due documentation, annual account reviews, expiring credit facilities, overdrafts, uncollected funds and advances. Contribute toward market wide vision and strategy, bringing deep understanding of Banking Industry and/or Customer Portfolio to represent customer trends and needs. Bring a business builder mindset driving the success of the portfolio through supervision of all portfolio management functions, crafting the strategic direction, and aligning resource allocation. Focus on developing profitable business strategies, cross-sell and fostering high-value client relationships within their client portfolio. Actively advocate for deals in client meetings and credit approval discussions, engaging thoughtfully and respectfully with business line and credit partners on deal structure, risks, and mitigants. Ensure proactive monitoring of client financial health and early identification of potential credit issues through adherence to credit risk policies, structuring sound transactions that mitigate risk while meeting client needs. Individually pursues business development efforts on aligned account(s) as part of direct KPI metrics expectations. Provide guidance, coaching, mentoring, and subject matter expertise to direct reports. Provide consistent feedback and effectively manage performance. Qualifications Required Qualifications 10+ years of banking industry expertise, with a strong background in Asset-Based Lending, including a strong understanding of collateral. Proven track record of building and managing a sales pipelines and driving high-value client engagements. Bachelor's degree in Finance, Business, or a related field required; MBA or other advanced degree is preferred. Formal Credit Training preferred. Deep financial product expertise across deposits, lending, payments, treasury management, and banking strategy and execution. History of consistently high-quality project delivery/leadership for large and complex engagements. Demonstrated ability to understand customers, influence/gain consensus, and manage risk Demonstrated understanding of current trends, buying patterns and insights within industry or portfolio of business; ability to balance business strategy and goals, customer needs, and business financial health Track record of leading negotiations and successfully closing deals with major clients, ensuring alignment with financial and operational objectives. Proven leadership skills, capable of motivating, developing, and managing a specialized team. Strong interpersonal and negotiation skills, with a track record of managing high-stakes client interactions effectively. Comprehensive knowledge of regulatory frameworks, credit policies, and operational risk controls relating to loan asset management. Proficiency with commercial banking platforms, loan tracking platforms and CRM tools such as Salesforce. Flexibility and a proactive mindset are key, as duties may evolve based on strategic initiatives. Technology Skills: Strong technical skills including MS Office: Excel, Word and PowerPoint Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus. Jack Henry/SilverLake, FiServ banking application experience is a plus but not required. Please note that this role requires on-site presence, while the Bank has a hybrid schedule it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4-5 days in the office. Compensation The expected annual salary for this position is between $180,000 and $240,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. Additional Information Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. We are operating on a Hybrid schedule. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $75k-101k yearly est. 21h ago
  • Credit Risk and Portfolio Analyst

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description: IDB Bank is looking for a Credit Risk and Portfolio Analyst with a passion for problem-solving and excellent attention to detail. The successful candidate will help turn raw data into information, information into insights and insights into business decisions. The candidate will work with multiple data sets, evaluate and control data, produce accurate, timely, and rigorous reports that inform management and regulators about the evolution of the credit risk portfolio and highlight emerging risks. This is a junior to mid-level role, offering opportunities to develop technical expertise in risk reporting and analytics, deepen credit risk knowledge, and gain exposure to senior stakeholders across the bank. What you will do Design, build and maintain standardized and ad-hoc credit risk reporting on portfolio performance, risk concentrations, limits, and emerging credit risk trends. Employ automation and best practices for the production of key risk metrics and portfolio analytics. Monitor credit portfolio evolution and identify early-warning signals, emerging risks and material shifts in credit exposure. Ensure accuracy, consistency, completeness and transparency in credit risk data analysis and reporting methodologies. Contribute to the enhancement of reporting processes, tools, and templates to improve efficiency, support effective risk management and on-going risk monitoring. Manage ad-hoc requests from senior management, regulators, the Board of Directors, internal parties and external auditors to ensure timely and accurate responses. Contribute to regulatory reporting, including the loan loss reserve process. Actively collaborate with other functional areas of the bank including lines of business, Middle Office, Finance, Loan Operations and Technology to share ideas, gather information and complete deliverables as needed. Liaise with other groups within the firm on cross-functional projects. Qualifications Ideal candidate should have the following qualifications to succeed in this role: Bachelor's degree in Finance, Economics, Statistics, Data Analytics or related field. 3 - 5 years of hands-on experience in credit risk analytics, portfolio management, or related banking/ financial services role. Technical skills: Python (coding and libraries), Power BI, Excel (Advanced), SQL, Database concepts, MS Office suite of apps. Good knowledge of credit risk concepts, including exposure metrics, concentrations, and portfolio monitoring. Can do attitude and ability to manage deliverables using disparate data sources and handle both automated and manual processes within the context of a high growth evolving financial institution. Relationship builder, inquisitive, avid learner with analytical mindset, always looking to make things better. Team player with strong ownership of assigned reporting deliverables and quality assurance within designated timeframes sometimes against competing priorities. Proactive approach to improve the overall credit risk analytics processes and portfolio intelligence. Excellent writing and presentation skills and ability to articulate credit risk data inputs and key takeaways to senior stakeholders including senior management and external parties including regulators. Additional Information Compensation: The expected annual salary for this position is between $110,000-130,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $110k-130k yearly 21h ago
  • Client Advisory Specialist

    Neuberger Berman 4.9company rating

    New York, 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 15d ago
  • IT Risk and Control Senior Analyst

    IDB Bank 4.8company rating

    IDB Bank job in New York, NY

    For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Overview Reporting to the VP, IT Risk & Control, this role provides advisory services related to internal controls, risk assessments, risk management, IT controls, related standards (FFIEC, FDIC, GLBA, NIST, etc.) and makes recommendations to reduce risk by executing corrective action plans. Responsibilities Gain comprehensive knowledge of IDBNY IT products and processes with focus on risk assessment and thoughtful improvement backed by data Identify, assess and evaluate risk to enable the execution of the enterprise risk management strategy In conjunction with team members understand technical processes, then gather, formulate and analyze the data to assist with risk management Based on the analysis suggest potential improvements to enhance overall Risk Management process Assess on-going risks and work in collaboration with business functional areas to mitigate risks Assist in the development of action plans to address risk factors identified during assessment Collect information and ensure that potential risk scenarios will be captured by existing controls Translate and communicate Risk Management concepts, information, and procedures to both technical personnel and non-IT business users to raise Risk awareness Track, monitor, and communicate Risk Management project progress against the project plan, requirements, quality measures, standard processes, and milestones Drive ownership and accountability of regulatory meetings, projects, and tasks Analyze challenges, problems, and process breakdowns to ensure that lessons are learned and potential improvements are implemented Identify potential threats and vulnerabilities for business processes, associated data and supporting capabilities to assist in the evaluation of enterprise risk Design and implement information systems controls in alignment with the organization's risk appetite and in consultation with process owners to support business objectives Test information systems controls to verify effectiveness and efficiency prior to implementation Facilitate independent risk assessments and risk management process reviews to ensure they are performed efficiently and effectively Implement Technology Systems controls to mitigate risk based on framework Establish control criteria to enable control life cycle management Ensure existing controls aligned to corporate risk appetite and tolerance Identify and report on risk, including compliance, to initiate corrective action and meet business and regulatory requirements Monitor risk and communicate information to the relevant stakeholders to ensure the continued effectiveness of the enterprise's risk management strategy Apply risk criteria to assist in the development of the risk profile for management approval Qualifications Qualifications Bachelor's degree in Computer Science, Technology, Risk, or equivalent. 7+ years' experience as an information risk analyst, or information technology auditor Experience in the financial/banking industry is preferred Good knowledge of key tools (ServiceNow, CyberArk, Splunk, Qualys) Proficient with Microsoft Office products including Word, Excel, Access, VISIO and PowerPoint Report writing skills are required. Must be able to summarize and communicate technical data to a non-technical audience. Additional Information Compensation: The expected annual salary for this position is between $115,000-135,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: Those with a known mental or physical disability. Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions. Victims of domestic violence, sex offenses or stalking. Employees with religious observance and practice obligations. Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
    $115k-135k yearly 21h ago
  • Corporate Finance Controller - Accounting Policy & Projects

    Neuberger Berman 4.9company rating

    New York, NY job

    As part of Neuberger Berman Group's Controllers organization, the Vice President role will report to the Head of Financial Control and will be responsible for a broad array of areas including providing accounting advisory / policy support for new transaction types, the implementation of new accounting standards, and being involved with the implementation of firm wide initiatives such as acquisitions and other Finance process improvements. The Vice President will work closely with all regional Financial Control teams, the Financial Planning & Analysis team, and the GP Reporting team as well as numerous teams throughout the firms operating platform. Responsibilities: Work closely with legal entity controllers to ensure that accounting policies are properly adopted and maintained for consolidated firm and multiple separate company financial statements Lead engagement on special projects, including M&A transaction integration, new business initiatives, and Finance reengineering initiatives Review impacts of new accounting guidance on day-to-day accounting and financial statements Analyze transactions and scenarios against technical accounting guidance summarizing conclusions to key stakeholders Assist in preparation and review of legal entity financial statements and high-quality financial analyses presented to senior management Support monthly financial close activities, including preparation or review of journal entries and account reconciliations Work closely with external auditors, internal auditors, and regulatory bodies as appropriate Qualifications: 10+ years of Accounting / Finance experience, preferably in financial services industry with an emphasis in asset management CPA preferred, MBA a plus Strong verbal and written communication proficiency Strong understanding of general ledger and management reporting software such as SAP, Workiva, OneStream Knowledge of fund industry accounting and impacts to financial reporting (40 Act Funds, Private Equity) Strong knowledge of U.S. GAAP with ability to apply applicable accounting guidance to new transactions or products Demonstrated proficiency in accounting standards impacting asset management industry (including revenue recognition, leases, foreign currency, consolidation / variable interest entities, compensation arrangements, investments, and distinguishing liabilities from equity) Detailed oriented and well organized; ability to work with various levels of management on a wide range of tasks Proactive self-starter who can work independently and manage multiple priorities in a fast paced, tight deadline environment Advanced technical skills with Microsoft Excel with ability to integrate and leverage AI tools Compensation Details The salary range for this role is $140,000-$185,000. 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, 401(k), 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.
    $140k-185k yearly Auto-Apply 60d+ ago
  • Payroll, Senior Associate

    Pimco 4.9company rating

    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. The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements. Primary responsibilities (including the following, other duties may be assigned) * Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas. * Perform regular data and system audits to ensure data integrity and compliance. * Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing. * Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation. * Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner. * Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations. * Stay current on payroll regulations, compliance requirements and best practices. * Provide operational support during cross-training initiatives and payroll-related projects. Qualifications * Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls. * Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions. * Strong analytical, organizational and problem-solving skills, with keen attention to detail. * Self-motivated, proactive and capable of working independently in a dynamic environment. * Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams. * Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.). * Demonstrated ability to handle confidential information with discretion and professionalism. * Knowledge of payroll best practices, federal and state regulations. * Strong interpersonal skills, negotiation abilities and adaptability. * Experience with expatriate and partnership payroll administration a plus. Education and Certifications * Bachelor's degree required. * Certified Payroll Professional (CPP) or similar HR/payroll certification a plus. 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 Range: $ 48.08 - $ 54.09 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.
    $48.1-54.1 hourly Auto-Apply 28d ago
  • Developer II - III - Private Markets Research Technology

    Neuberger Berman 4.9company rating

    New York, NY job

    Neuberger Berman's technology team is looking for a Developer support our Private Markets research function focused on enhancing our research applications to streamline workflows for our Investment Teams. You will work with business and technology stakeholders on critical private markets research applications. Responsibilities Drive the adoption and seamless integration of the Everest platform for new and existing business teams, ensuring smooth onboarding and operational continuity Design and optimize SQL solutions to streamline data flows, improve query performance, and enhance reporting capabilities for investment professionals Collaborate with investment teams to understand business workflows, identify pain points, and develop technology solutions that enhance decision-making, as well as other cross functional teams including Data Scientists, Operations, and other Technology teams Build and maintain ETL pipelines to ensure accurate, timely, and high-quality data movement across platforms Ensure adherence to best practices in database management, security, and performance optimization Explore opportunities for automation and workflow optimization, leveraging Python or .Net and other tools to enhance efficiency Requirements Bachelor's degree in computer science, Data Science, Engineering or 5+ years of equivalent work experience 4+ years of hand on experience developing data solutions Experience in financial services or investment research is highly desirable; familiarity with private markets workflows or research processes is a strong plus. Strongly proficient in with SQL and Python or .NET Understanding of ETL processes, building and/or maintaining ETL pipelines Familiarity with data visualization tools such as Tableau or Power BI is a plus Experience in an Agile/Scrum environment is a plus Knowledge of DevOps practices and tools like Git, Jenkins, or similar is a plus Exposure to Azure, AWS, or GCP or other cloud-based technologies is a plus Excellent communication skills Strong problem-solving skills and attention to detail Ability to work independently and collaboratively in a fast-paced environment #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $100,000-$140,000. 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, 401(k), 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.
    $100k-140k yearly Auto-Apply 60d+ ago
  • Quantitative Rotational Intern Summer 2026

    Neuberger Berman 4.9company rating

    New York, NY job

    Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients. We are seeking a highly motivated Summer Quantitative Analyst to join in New York. The Summer Quant position will focus on Quantitative Analysis, Portfolio Analysis & Modeling to provide quantitative research, analysis and support to the Institutional Solutions, Specialty Finance, and Risk businesses. The internship will be 12 weeks in length, including six week rotations across each of two businesses for broad exposure to quantitative careers within the asset management industry. Responsibilities: Conduct generalist quantitative research using demonstrable market knowledge and intuition across multiple asset classes, including fixed income and equity markets globally, as well as alternative asset classes. Research will be academic and buy-side oriented. Solve real world portfolio management problems in a largely autonomous fashion while collaborating with team members. Translate academic and/or buy-side research into theses that are implementable and actionable. Conduct statistical analysis and develop sophisticated quantitative financial models used for asset allocation and security selection. Perform portfolio optimization, performance and attribution analysis, and portfolio risk (coherent measures) analysis. Build financial models to perform back tests on asset allocation and security selection strategies. Stay connected and current with academic finance research and developments and present findings to team members. Prepare materials for presentations. Help on daily portfolio management tasks in the areas of cash management, risk reporting and performance attribution. Requirements: Master's degree candidate in Financial Mathematics or related quantitative field or foreign equivalent. Expected graduates in December 2026 or Spring 2027 only. Strong statistical, econometrics and applied mathematics grounding. Knowledge of fixed income and equity markets. Passion for investing. Experience developing quantitative models to evaluate the expected return and risk associated with portfolio management decisions is a plus. Programming experience required; specific experience in Python, R, and SQLpreferred. Excellent verbal and written communication skills. #LI-MW1 #LI-Hybrid #LI-DNI Compensation Details The hourly rate for this role is $45. This is the hourly rate 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 hourly rate, and the hourly rate may be modified in the future. This hourly rate is only applicable for jobs to be performed in the job posting location.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.
    $45 hourly Auto-Apply 60d+ ago
  • Experienced Hire Opportunities

    Neuberger Berman 4.9company rating

    New York, 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.
    $77k-116k yearly est. Auto-Apply 29d ago

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IDB Bank may also be known as or be related to Discount Bancorp, Inc., IDB Bank and Israel Discount Bank of New York.