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  • Access Customer Service Specialist

    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 The IDBAccess Customer Service Specialist is tasked with assisting clients during the onboarding process, providing technical and training support for treasury services, and offering online banking support. Takes charge of client onboarding for Treasury Solutions and Banking products, collaborating with Treasury Management Sales and internal business markets. This involves pre-filling paperwork, scheduling and conducting client training, ensuring post-setup follow-up for satisfactory client experience. Establishes robust partnerships and open communication with the business, operations, IT, and client service teams to effectively manage client onboarding, technical support, service/product upgrades, and hand-offs. Engages with internal business units to ensure timely delivery of necessary documentation for a smooth service launch. Collaborates and liaises with vendors as it relates to client onboarding, trouble shooting, application performance and business needs. Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements. Cultivates strong relationships with new customers to ensure successful new account setup, service launches and key influencer for continued client retention. 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 build high-touch brand. Self-Starter that consistently approach their tasks with integrity, accountability, consider client and bank reputational risk, follow compliance guidelines and company policies with a high level of care. Team player that participates in internal activities, training, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc. Qualifications 3+ years of relevant experience in the treasury products and financial industry with strong client service orientation. Knowledge of regulatory requirements related to financial transactions is highly desirable. Passion for providing white glove customer service. Excellent customer service and communication skills. Strong attention to detail, accuracy, and ability to recognize potential fraud or suspicious activity. Ability to work effectively in a fast-paced environment while maintaining compliance with all applicable banking laws and regulations. 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. Associate Degree/Bachelor Degree or transferrable experience for position. Excellent interpersonal and communications skills both written and oral. Proven ability to effectively multi-task and assist clients/internal partners through 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. 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 Commercial Center, FIS, Deluxe applications and/or experience of similar banking and treasury management applications 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 are required to be 5 days in the office. Additional Information Compensation: The expected annual salary for this position is between $72,000 - $81,500 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. 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.
    $72k-81.5k yearly 1d ago
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  • Business Analyst, Summer 2026 (Internship) - 10 Weeks

    BMO (Bank of Montreal 4.7company rating

    New York, NY job

    Application Deadline: 01/25/2026 Address: 151 W 42nd Street Job Family Group: Technology As a co-op/intern student at BMO, you will have the opportunity to be heard, keep growing and make a difference. You will be part of our campus program to gain the skills and knowledge needed to take on roles similar to the description listed below. Our student experience is designed to integrate you to the BMO team from day one by adding value in the work you do. You will have the opportunity to participate in programs such as the Women in Technology Mentorship Program, BMO Social Squad student-led activities, BMO Academy corporate learning platform, and access to various Employee Resource Groups to further develop your network within BMO. Interested in learning more about our campus program? Stay up-to-date with BMO Campus Recruitment by following us on Instagram @BMO_on_Campus and joining our LinkedIn group BMO Campus Recruiting & Early Talent. Note: Only students currently enrolled in an academic program and returning to their studies will be considered for Co-op/Internship opportunities. Student who recently graduated are invited to apply to our New Grad opportunities which are available at ***************************************************** To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting, you will be considered for a number of different student opportunities across multiple locations. If you are selected to move forward, you will be provided additional information. Investigates and identifies strategies to optimize business operations and services, and inform business decisions. Defines business requirements to inform technology build and operations by sourcing and analyzing relevant data, reviewing and documenting business processes and collaborating with business stakeholders. Sources business and market data to evaluate the effect of projects on business results. Also assesses the efficiency and the performance of technology (software, hardware and the wider IT system) to deliver expected business results. Identifies and analyzes malfunctions, system workflow, and troubleshoots issues raised by business. * Elicits requirements and analyzes feasibility to ensure solutions/initiatives achieve the expected business outcomes. * Supports various project teams across the project lifecycle to ensure development is aligned with the business requirements. * Develops informative, coherent, and usable project documents (project artifacts) for multiple stakeholders covering functional and non-functional business requirements. * Applies depth of domain & functional expertise for the assigned portfolio to drive the expected business value. * Breaks down strategic problems, and analyses data and information to provide insights and recommendations. * Builds tests cases in order to validate business requirements and End-User Testing results. * Focus may be on a business/group. * Thinks creatively and proposes new solutions. * Exercises judgment to identify, diagnose, and solve problems within given rules. * Works mostly independently. * Broader work or accountabilities may be assigned as needed. Qualifications: Foundational level of proficiency: * Agile Delivery and Development. * Data analysis. * Learning Agility. * Process improvement and optimization. * Organization process optimization. * Business architecture frameworks. * Stakeholder Analysis and Management. * Digital Fluency. * Systems Thinking. * Business requirements definition and analysis. * Insights development and reporting. * Application functional design. * Functional Analysis. * Verbal & written communication skills. * Collaboration & team skills. * Analytical and problem solving skills. * Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. * Specialized knowledge from education and/or business experience. Salary: $49,500.00 - $91,300.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $49.5k-91.3k yearly Auto-Apply 7d 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
  • 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 60d+ 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 Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $120,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************
    $32k-46k yearly est. 53d ago
  • Associate, Corporate Banking Leveraged Lending- New York

    BMO (Bank of Montreal 4.7company rating

    New York, NY job

    Application Deadline: 01/23/2026 Address: 151 W 42nd Street Job Family Group: Capital Mrkts Sales & Service BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets Line of Business Overview The Leveraged Lending group within Corporate Banking underwrites and manages the firm's private equity backed syndicated loan and direct lending portfolio. The team supports both our product and coverage partners by allocating capital to both revolver and term loan holds in syndicated private equity backed transactions. Leveraged Lending is involved all aspects of an underwriting and manages the credit and corporate banking coverage post deal closing. Leveraged Lending also participates in direct lending transactions and commits capital to the entire capital structures including Unitranche Term Loans, Delayed Draw Term Loans, and 2nd Lien Term Loans. Job Description The associate will serve as a key member of the deal team in the underwriting, credit approval, and portfolio management of Financial Sponsor backed transactions, supporting the deal team by analyzing financial and operating data for trends in financial performance of companies and industries. The Associate will be involved in the initial screening of transactions, due diligence, credit approval, and negotiation of legal documentation. The Associate will help assess BMO's hold appetite across revolvers and term loans in both syndicated and direct transactions. Experienced Associates will participate in client pitches to help support cross-selling opportunities for hedging and other traditional corporate banking products. Key Dimensions New Underwritings: 60% Portfolio Management: 40% Primary Function and Responsibilities New Underwritings Digest comprehensive data rooms and use critical thinking to pull out and analyze key files Work across groups to compile diligence lists; lead diligence calls with financial sponsors as well as with company management teams Collaborate with colleagues on different teams (Leveraged Finance; Industry Coverage; Sponsor Coverage) on materials for committee meetings attended by senior leaders across the bank Create LBO Models based off Management / Sponsor projection models to use in Credit Memos Use independent critical thinking skills to analyze and sensitize financial models, develop risks and mitigants, business strengths, and credit rationale for completing a transaction Complete risk / return models for new deals Address questions from the Investment Committee and Credit team to support new transactions Portfolio Management Review and monitor Borrowers' financial statements for potential changes which may affect the Borrower's performance through detailed review of quarterly financial statements, participation in quarterly lender calls, and ongoing dialogue with sponsor/management teams Prepare concise credit analysis and other correspondence on a quarterly basis for certain Borrowers, and on an annual basis for all Borrowers Assess Borrowers' internal risk rating on a regular basis based on their financial performance and changes to the qualitative aspects of the business Conduct ongoing analysis of amount of allocated capital and credit risk Evaluate opportunities for new business (ancillary products such as FX and interest rate hedging and cash management) with existing Borrowers Conduct analysis and comprehensive review of industry trends and comparable transactions in the industry Education/Professional Experience An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement 2 - 4 years of relevant experience within investment banking, corporate banking, corporate credit, or capital markets. Leveraged Finance experience is preferred. Completion of a financial analysis credit training program preferable Skills Excellent analytical skills to include business, financial, and credit analysis areas Skilled in building complex LBO financial models Strong written and oral communication skills Strong proficiency in Microsoft Office products, notably MS Excel Ability to be creative, insightful and resourceful in performance of duties Strong interpersonal skills used within a demanding team environment Strong ability to attentively review, assess, and provide detailed information daily on multiple projects in an organized manner Excellent capability to independently function as part of a team through self-motivation Expected base salary: $150,000.00 USD Salary: Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $150k yearly Auto-Apply 2d ago
  • Technical Product Consultant

    BMO Financial Group 4.7company rating

    New York job

    Provides daily operational service support and ensures the delivery of exceptional client experiences. Resolves client problems in a prompt and effective manner, while ensuring that enhancement opportunities are identified and addressed or referred during client service interactions. + Leads and executes business development plans so that business goals are achieved or exceeded. + Conduct client training sessions and create user guides for Trade Finance and Supply Chain platforms. + Support technical implementation, including system configuration, testing, and integrations. + Act as a subject matter expert on trade instruments (LCs, guarantees) and SCS programs (payables/receivables finance). + Provide troubleshooting and post-implementation support.Collaborate with Product, Tech, and Operations teams. + Participates on client calls as required. + Addresses customer services issues according to established guidelines, escalating as required. + Develops solutions for customer issues, engaging multiple stakeholders as required. + Identifies process improvements to enhance efficiency and better meet the evolving needs of key clients. + Creates policies and procedures for to ensure quality client service and product delivery while protecting the Banks' interests and managing risk. + Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards. + Collaborates with others to develop and implement processes to meet client expectations and ensure consistency across the Commercial Bank segments. + Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures. + Designs comprehensive training programs to enhance team capabilities and align with strategic objectives. + Collaborates with managers to develop and implement processes and procedures to meet client expectations and ensure consistency across the Commercial Bank segments. + Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively. + Responds to and facilitates the resolution of client service requests. + Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction. + Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Provides specialized consulting, analytical and technical support. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently and regularly handles non-routine situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + 5+ years in Trade Finance or Supply Chain Solutions Products. + Bachelor's degree preferred; Business Administration, Finance or Marketing preferred. Any other related discipline or commensurate work experience considered. + Deep knowledge and technical proficiency gained through extensive education and business experience. Advanced level of proficiency: + Product Knowledge + Regulatory Compliance + Data Analysis Reporting + Document Management + Microsoft Office + Project Management + Problem-Solving + Detail-Oriented + People Management + Stakeholder Management + Strategic Thinking **Salary:** $88,800.00 - $165,600.00 **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $88.8k-165.6k yearly 5d ago
  • Global Investment Banking - ECM and M&A Summer 2026 Intern

    CrÉDit Agricole CIB 4.9company rating

    New York, NY job

    General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022). 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients. By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities. For more information, please visit ************** Twitter: ************************** LinkedIn: ***************************************************** By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2025-102924 Update date 02/09/2025 Business type Types of Jobs - Corporate & Investment Banking Job title Global Investment Banking - ECM and M&A Summer 2026 Intern Contract type Internship/Trainee Term (in months) 3 Expected start date 08/06/2026 Management position No Job summary Role: Global Investment Banking (GIB) Mergers and Acquisition and Equity Capital Markets Summer Intern 2026 Credit Agricole CIB Americas is currently looking for interns for its GIB New York Office. As an intern, you will work on a variety of transactions and take on significant responsibilities. You will have the opportunity to be involved on a wide range of organizations and play an important role in the team's day to day activity. You will work on the origination and execution of Mergers & Acquisitions (M&A) and Equity Capital Markets (ECM) transactions. Within the M&A team, you will be involved on a wide range of cross-border transactions including mergers, acquisitions, divestitures, joint ventures, corporate restructurings, demergers and leveraged buyouts, for regional and international clients. In addition, you will assist the ECM team in advising, structuring and executing a range of equity and equity-linked offerings, including IPOs, follow-ons, ATMs, convertible bonds, share repurchases, for major corporations looking to access the public markets. Mission: Assisting in the origination and execution of all ECM and M&A transactions across all industry sectors Preparing pitch book presentations for companies on topics including company valuation and financial analyses, equity and equity-linked alternatives, strategic transactions, capital allocation, among others Supporting analysts and associates in the creation of financial models Conducting strategic analysis / industry research Building company profiles Drafting memoranda, proposals, and other written documents You will be working on a daily basis with our Sector teams located in Paris, and with our coverage teams across the U.S., Europe and South America. Supplementary Information About Credit Agricole Credit Agricole CIB, the Corporate & Investment Banking Arm of the Credit Agricole group, specializes in the businesses of capital markets and investment and corporate banking. Credit Agricole CIB in 1 Click Credit Agricole CIB is the Corporate and Investment Banking arm of the Credit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, 2022). The Bank offers its clients a broad range of products and services in capital markets, investment banking, structured finance and corporate banking. The CIB Arm of the Group As the No. 1 retail bank in France, Credit Agricole is the leading financial partner of the French economy and one of the largest retail banks in Europe. Its ambition: to create a world-class European leader in banking and insurance, in accordance with the principles of the United Nations Global Compact. #LI-DNI Salary: $48.08 per hour Geographical area America, United States Of America City NEW YORK Candidate criteria Minimal education level High school / Secondary school / A levels / AS levels / IB Experience Minimal Requirements: You are eligible to work in the United States You will not require visa sponsorship now or in the future (This includes OPT, F1 Visa, etc.) You are in the penultimate year of your undergraduate studies, graduating between December 2026 - June 2027 Preferred Qualifications A previous experience in Corporate Finance/ Investment Banking (preferably M&A) is required Strong analytical and financial skills Advanced level in Excel and PowerPoint Attention to detail and ability to work under short deadlines Excellent interpersonal and communication skills Languages English
    $48.1 hourly 60d+ ago
  • 2026 Summer Intern - Alternatives Asset Management Intern, US

    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. Internship positions are located at PIMCO's New York City office. You're eligible to apply if you: Are currently pursuing an undergraduate degree Must be able to begin full time employment from a PIMCO office between January 2027 - August 2027 Must be enrolled at a university during the Fall 2026 semester (August 2026 - December 2026) Have a minimum 3.2 cumulative collegiate grade point average on a 4.0 scale (or the equivalent) at an accredited 4-year college or university Are business proficient in English You'll excel as an Alternatives Asset Management Intern if you: Have a strong interest in the financial markets, macroeconomics, investment finance, business operations Have skills conducting research and basic financial modeling. Demonstrate natural intuition to make good judgments, including a ‘trust but verify' perspective when reviewing assumptions and conclusions Are proactive in thinking about investments, including researching potential trends for opportunities and investment risks Are a good communicator; have strong written and oral presentation abilities. Are persuasive and credible Have strong work ethic and integrity; are a team player that is proactive and self-motivated Have the ability to work effectively on multiple projects simultaneously See yourself as an Alternatives Asset Management Intern: Since launching its first opportunistic credit vehicles over 15 years ago, PIMCO has developed a significant presence in both alternative credit and private investment strategies. Our strategies include those that seek to identify value primarily in listed securities, relying on fundamental and capital structure analysis, and also strategies that seek to privately finance the debt and equity needs of companies, asset holders, and origination platforms. We invest globally across commercial and residential real estate and mortgage credit, performing and distressed corporate debt, and specialty finance markets. As an Alternatives Asset Management Intern, you will seek to identify operational opportunities and challenges of alternative credit and private strategy investments. You will work alongside seasoned associates and Portfolio Managers, focusing on financial modeling and qualitative analysis to evaluate performance and alternative paths for under-performing positions. Throughout the course of the summer, you will monitor performance of our positions; seeking to identify challenges and address them. Successful interns receiving full time offers will have the opportunity to join a two-year rotational program with a potential for a career track in Portfolio Management. While our eligibility requirements are not flexible, we encourage you to apply even if you do not possess 100% of the desired skills outlined above. The PIMCO Internship Experience: The PIMCO Internship Program runs between Monday, June 8 - Friday, August 14, 2026, with the expectation that you will be available for the full duration of the program During Week 1, you'll participate in PIMCO Fundamentals Training, providing you with the skills, knowledge, and relationships that will prepare you for success Alongside your colleagues, participate in PIMCO's Global Month of Volunteering, developed to heighten the impact of our employees' worldwide volunteer efforts Join us for a variety of cross-divisional education, networking & social events! Your supervisor, peer mentor, senior leaders and team offer guidance and mentorship throughout the summer You'll receive feedback at mid- and end-of-summer as part of a formal review process to keep you on the path to meeting your summer goals Want to learn more? Hear about The PIMCO Internship Experience from past interns As a PIMCO intern, you'll receive competitive compensation, along with a transition bonus to help with relocation to one of our office locations How you should apply: Applications open mid-August 2026. We review applications on a rolling basis and encourage you to apply by submitting your resume as soon as you are ready. What to expect during the interview process: After we receive your application, we will conduct an initial review of your resume If you are selected to move forward, you will have the opportunity to showcase your interests, skills, and personality by completing a one-way video interview If you are chosen to proceed after the video interview, you will then take an assessment Once you complete the assessment, you will have a final round of live interviews with us via video conference. These interviews typically include both behavioral and technical questions PIMCO is an equal opportunity employer committed to creating an inclusive, cognitively diverse environment. For more information on PIMCO and Career Opportunities, please visit ******************************************** PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Hourly Rate: $ 52.88 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $52.9 hourly Auto-Apply 60d+ ago
  • Quantitative Research Analyst

    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. JOB DESCRIPTION We are seeking a senior Quantitative Developer to join our Portfolio Management Analytics team in Newport Beach, CA. The team is responsible for the development and enhancement of our analytics platform which provides pre-trade and risk valuations across the entire fixed income universe. You will be responsible for large scale software architecture, development and production releases mainly in C++ whilst having extensive exposure to high performance computing, cloud computing, messaging and caching. Our ideal candidate will be passionate about innovation in latest computing techniques as well as ensuring robustness in system and production releases. This is a fully hands-on job in a highly productive environment which requires both meticulous attention to detail and rapid coding development. REQUIREMENTS * Master's degree in Computer Science or hard science/engineering with sweeping C++ development background. Graduation from a top school is preferred. * 5-10 years of professional working experience with large-scale analytics systems at top tier financial firms. Directly working with fixed income trading systems is preferred. * Extensive programming skills in C++ (STL, boost, design pattern, modern C++) and integration across multi languages such as boost-python. * Results driven with attention to detail and high-quality standards - capable of leading a wide range of enhancements across code base, processes and applications. * Adaptive - able to quickly comprehend requirements and translate to software and systems in a timely fashion. PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 187,000.00 - $ 265,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $187k-265k yearly Auto-Apply 60d+ ago
  • Analyst - Senior Associate - SMA Solutions

    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. Our new joiner will act as a liaison between US GWM and PIMCO Portfolio Management Groups to address client questions on their SMA portfolios, provide solutions to requests, and support the expansion of the SMA platform. You will be a key contributor to SMA platform growth, as their analytical and technical expertise supports our SMA client portfolios. The day to day functional role will be based upon a strong foundation in fixed income fundamental knowledge (particularly Treasury, Municipal, Corporate, and Mortgage-Backed Securities) and PIMCO's Separately Managed Account platform/strategies. RESPONSIBILITIES: The breadth and diversity of the analytical responsibilities in this role requires motivated team members who thrive in a fast-paced environment. Successful professionals should be able to complete complex tasks in a timely manner, while managing multiple assignments simultaneously. Examples of such tasks and assignments include the following: * Providing critical support to US GWM and their clients through various tasks, including (but not limited to) portfolio analyses, performance strategy reviews, client update presentations, discussing trade case studies, RFIs, and DDQs * Partnering with team members across multiple business areas at the firm, in order to: grow and support our SMA platform, respond to client questions, engage clients with directly, and generally bridge the gap between Client Management and Portfolio Management * Gain exposure to investment implementation, with direct exposure/interaction with Portfolio Management Teams * Producing technical analyses and customized solutions for existing and prospective clients * Ensuring the firm continues to deliver excellent client service, both directly and indirectly, by partnering with Client Facing teams * Have a real passion for, and remain well-informed on, the financial markets, the global economic environment, and the overall financial services industry REQUIREMENTS * Bachelor's degree from an accredited 4-year institution, with concentrations in finance, economics, mathematics, computer science, public policy, or other related fields being a plus * 1-4 years' experience with experience in the investment management industry and a foundational understanding of fixed income * Strong analytical and quantitative skills * Able to handle multiple assignments simultaneously, while maintaining attention to detail * Self-motivated, ethical, and capable of building strong relationships * Effective communication skills, both oral and written * Ability to work independently and in a collaborative team environment * Take and pass required FINRA licensing exams (SIE, Series 7, Series 63) within first year of employment, if not already obtained * Strong Excel skills, with coding experience being a plus (SQL, Python) PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance. Salary Range: $ 90,000.00 - $ 125,000.00 Equal Employment Opportunity and Affirmative Action Statement PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws. Applicants with Disabilities PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
    $90k-125k yearly Auto-Apply 60d+ ago
  • Experienced Hire Opportunities

    Neuberger Berman 4.9company rating

    Day, NY job

    At Neuberger, our success is driven by the expertise and dedication of our people. As a leading global asset management firm, we are continuously seeking accomplished professionals who are passionate about making a meaningful impact in the industry. By joining our Experienced Professional Talent Pool, you signal your interest in contributing to our dynamic and collaborative environment, where innovation, integrity, and client focus are at the core of everything we do. We invite experienced candidates from diverse backgrounds and experiences to submit their credentials for future consideration. Your application will allow our Neuberger Recruiting team to proactively connect you with opportunities that align with your skills, experience, and career goals as new roles become available. Neuberger offers a culture of continuous learning and development, and the chance to work alongside industry leaders in an entrepreneurial setting. Whether you are seeking to advance your expertise, lead transformative initiatives, or broaden your impact, we encourage you to join our network of talented professionals. Submit your application today to be among the first considered for upcoming openings and take the next step in your career journey with Neuberger. Please note, this job posting is not for any specific role or position in any particular department at Neuberger. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $77k-117k yearly est. Auto-Apply 60d+ 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 (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************
    $185k-190k yearly 60d ago
  • US Analyst - Corporate and Leveraged Finance - Fund Solutions Group North America

    CrÉDit Agricole CIB 4.9company rating

    New York, NY job

    General information Entity About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB) Crédit Agricole CIB is the corporate and investment banking arm of Crédit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2022). 8,600 employees in more than 30 countries across Europe, the Americas, Asia-Pacific, the Middle-East and North Africa, support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital market activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients. By working every day in the interest of society, we are a Group committed to diversity and inclusion and place people at the heart of all our transformations. All our job offersare open to persons with disabilities. For more information, please visit ************** Twitter: ************************** LinkedIn: ***************************************************** By working every day in the interest of society, we are a group committed to diversity and inclusion. All our positions are open to people with disabilities. Reference 2025-106104 Update date 19/11/2025 Business type Types of Jobs - Finance / Accounting Job title US Analyst - Corporate and Leveraged Finance - Fund Solutions Group North America Contract type Fixed-Term Contract Term (in months) 24 Job summary Crédit Agricole Corporate and Investment Bank (“CACIB”) is the corporate and investment banking arm of the Crédit Agricole Group. Based in New York, CACIB's Corporate and Leveraged Finance Group (“CLF”) is a global business encompassing expertise in Corporate Debt Origination, Acquisition Finance & Advisory, Leveraged Finance, TMT Finance and Financing Solutions for Funds. Fund Solutions Group for North America (FSG NA) is dedicated to provide Asset Managers with integrated and tailored financing solutions, covering all funds financing needs including, but not limited to: sublines, equity bridges, Hybrid / NAV, bridge to bridge facilities, management company facilities. FSG NA is seeking a recent or soon to be university graduate that has relevant education and financial industry experience. We provide a full array of financing solutions for Sponsors and Assets Manager clients, as well as for selected Limited Partners. The team originates, structures and executes a wide range of products, in various investments sectors (or assets classes). This person will provide support to both junior and senior bankers, assist in financial and credit analysis, review and analyze funds documents, conduct market research, and provide general support across various projects. The role offers an opportunity to assist in all aspects of deal execution and become an integral part of Credit Agricole's CLF FSG franchise. The ideal candidate will demonstrate strong work ethic and initiative, excellent analytical and communication skills, superior organizational ability, and the capacity to work under pressure. An understanding of banking and capital markets would be preferred. The position offers exposure across various groups/platforms across the bank and the opportunity to participate in interesting and innovative financing solutions along the private capital structure, executed from beginning to end. The U.S. Analyst program offers an opportunity for recent college graduates interested in finance and investment banking to actively participate in this fast-paced and challenging industry. We provide our U.S. Analysts with the tools necessary for professional growth and career advancement. The U.S. Analyst experience fosters the opportunity to connect with people who can help guide your career. The U.S. Analyst position will be available for a maximum of 2 years. The goal of the U.S. Analyst program is to develop the ideal candidate for consideration to a potential permanent position at the end of the two years. Salary: $100,000 #LI-DNI Supplementary Information Job Overview: Assist FSG NA team members and management in the day-to-day tasks and responsibilities of the department, with a focus on origination, structure and execution. Responsibilities: Assist in preparation of client / external / internal presentation materials including pitch books, lender's presentation materials, term sheets Prepare financial analysis on funds and funds vehicles Assist in the preparation of transaction memorandums, credit analysis and credit requests Craft clear and succinct written analysis of fund performance, industry market trends and related commentary Maintenance of internal databases as well as all the monitoring and reporting tools of the entire portfolio of transactions Review of legal documentation and preparation of closing memos Work with other team members, credit, legal, relationship managers, operations and senior management to ensure the timely and accurate information gathering and analysis Assist in the preparation of Internal reporting requirements to both local and head office teams as well as senior management Geographical area America, United States Of America City NEW YORK Candidate criteria Minimal education level Bachelor Degree / BSc Degree or equivalent Academic qualification / Speciality Education Essential: Recent or soon to be college graduate in Business/Economics/Finance or related field with excellent educational record Level of minimal experience 0-2 years Required skills Skills & Knowledge Essential: Strong communication, interpersonal and collaborative teamwork skills Reliability, attention to detail and quality outputs, ability to work against deadlines in a demanding environment Strong computer skills including use of Excel, PowerPoint, Word, Bloomberg Advanced financial analysis capabilities Familiarity with banking and capital markets
    $100k yearly 60d 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 Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $120,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $32k-46k yearly est. Auto-Apply 52d ago
  • Associate, Corporate Banking - FIG Insurance

    BMO Financial Group 4.7company rating

    New York, NY job

    Supports the origination and structuring of corporate lending transactions, and coordinates with other products as an integral part of a larger coverage team that maintains strong client relationships. Includes providing lending expertise for a variety of sectors, establishing credit facilities to support trading products business and facilitating credit approvals in support of Trade Finance products. Cross sells Corporate Banking products (e.g. FX / treasury products, cash management & corporate cards, commodities, investment management, securitization, leasing, Trade Finance products, etc.) to BMO Capital Market clients. Also provides ongoing management of the lending portfolio. + Creates pitch books for clients with respect to financial solutions and participate in their presentation to clients. + Monitors client, client industry and regulatory agencies for potential changes which may affect client's portfolio and business needs. + Initiates contact with partners for new client sales. + Participates in deal teams to develop, present and win mandates for new opportunities. + Partners with deal team and product specialists for accurate, detailed client information. + Prepares credit documentation (i.e. including applications, memoranda, presentations, etc.) for internal and external stakeholders. + Directly manages a diverse portfolio of private and middle market companies with progression toward increasing client responsibility. + Reviews and continually monitors performance of existing accounts and client relationships. + Identifies opportunities to diversify client portfolios. + Understands the needs of clients and provides relevant ideas and opinions to generate recommendations. + Identifies opportunities for increased efficiency and improved service to internal and external clients. + Provides analytical findings to deal teams. + Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. + Builds effective relationships with internal/external stakeholders. + Ensures alignment between stakeholders. + Creates financial models to analyze client portfolios and anticipate client needs. + Uses financial analysis to proactively identify opportunities to cross-sell. + Generates updated financial models/ analyses as business needs and industry requirements dictate. + Analyzes/assesses industry compilations. + Applies appropriate technical concepts and completes/leads consistent and reliable technical and financial reports/analyses to support client deliverables. + Completes due diligence and credit analysis on new and existing client relationships. May includes client visits, analysis of business models, and comprehensive review of industry trends and related regulations. + Understand complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.). + Provides feedback on, and, supports continuous improvement opportunities. + Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting. + Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts, where applicable. + Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures. + Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. + Exercises judgment to identify, diagnose, and solve problems within given rules. + Works independently on a range of complex tasks, which may include unique situations. + Broader work or accountabilities may be assigned as needed. **Qualifications:** + Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. + Undergraduate degree has academic coursework in finance, economics, or accounting with an outstanding academic achievement. + MBA degree preferred. + 3+ years of investment banking or valuation experience at a financial analyst level. + Knowledge of capital markets, investment banking products and applicable regulations. + Credit analysis experience/ understanding. + Good knowledge of the organizational lending and portfolio management policies and objectives. + Demonstrates solid deal/transaction execution and/or project management skills. + Exceptional skills in quantitative analytics, financial modeling and credit analysis skills. + Expertise in financial computer applications and database management tools. + Technical proficiency gained through education and/or business experience. + Verbal & written communication skills - In-depth. + Collaboration & team skills - In-depth. + Analytical and problem solving skills - In-depth. + Influence skills - In-depth. + Data driven decision making - In-depth. **Base Salary** $135,000.00 USD **Salary:** **Pay Type:** Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** **About Us** At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************** BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
    $135k yearly 60d+ ago
  • SMA Data Oversight and Business Enablement Specialist

    Neuberger Berman 4.9company rating

    New York, NY job

    The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of strategies covering a broad spectrum of security types including equities, fixed income, options, ETFs and mutual funds. These strategies are offered to numerous SMA and Unified Managed Account (UMA) platforms and distribution networks. In this role you will own the data oversight & management for SMA, in addition to executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management, Legal/Compliance, Technology, Sales, RFPs, and Performance, you will align siloed processes, define departmental procedures, and implement continuous improvements that enhance model delivery, manager-traded account oversight, and business scalability. Responsibilities + Champion data oversight and management across the Intermediary business. + Drive the delivery of KPIs and other key metrics to senior management and other stakeholders. + Partner with Performance to monitor and research performance dispersion for manager traded accounts and model delivery. + Lead crucial administrative and regulatory tasks including Cerulli reporting, ADV mailings and proxy voting oversight. + Contribute to strategic alignment of the SMA business, helping to break down operational silos and integrate best practices. + Assist with onboarding of new intermediary relationships from contracting to implementation. + Define and help to establish departmental procedures and identify and implement process improvements. + Liaise with Portfolio Managers, Legal & Compliance, Technology, Sales and RFP teams as an SMA subject matter expert. + Collaborate with Intermediary Sales to achieve strategic firm objectives and support cross-functional initiatives. + Assist with the oversight of our outsourced back office to ensure appropriate policies and procedures are in place. + Oversee annual due diligence review of intermediary SMA partners. Qualifications + 7+ years of experience in financial services, preferably with client service or operations management responsibilities. + Strong knowledge of SMA structures, tax-managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds). + Experience working with financial intermediaries in a professional, client-focused manner. + Ability to synthesize data from multiple systems and provide actionable reporting. + Strategic thinker with a hands-on approach; able to align siloed processes and drive operational improvements. + Detail oriented with excellent communication and organizational skills. + Familiarity with platforms and systems such as Charles Schwab (Marketplace), Fidelity (Separate Account Network), Pershing, Aladin, Charles River, Investor Tools Perform, InvestCloud APL, Archer, or Vestmark is highly desirable. + Strong knowledge of Excel and PowerPoint. + Visio experience a plus. + Bachelor's degree required. + FINRA Series 7 and 66 registrations a plus. 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. \#LI-DD2 \#LI-Hybrid Compensation Details The salary range for this role is $115,000-$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, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************
    $115k-140k yearly 60d+ ago
  • Access Customer Service 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 The IDBAccess Customer Service Specialist is tasked with assisting clients during the onboarding process, providing technical and training support for treasury services, and offering online banking support. Takes charge of client onboarding for Treasury Solutions and Banking products, collaborating with Treasury Management Sales and internal business markets. This involves pre-filling paperwork, scheduling and conducting client training, ensuring post-setup follow-up for satisfactory client experience. Establishes robust partnerships and open communication with the business, operations, IT, and client service teams to effectively manage client onboarding, technical support, service/product upgrades, and hand-offs. Engages with internal business units to ensure timely delivery of necessary documentation for a smooth service launch. Collaborates and liaises with vendors as it relates to client onboarding, trouble shooting, application performance and business needs. Effectively manages and utilizes case management tools (including dashboards) to prioritize tasks, monitor progress to meet service level agreements. Cultivates strong relationships with new customers to ensure successful new account setup, service launches and key influencer for continued client retention. 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 build high-touch brand. Self-Starter that consistently approach their tasks with integrity, accountability, consider client and bank reputational risk, follow compliance guidelines and company policies with a high level of care. Team player that participates in internal activities, training, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc. Qualifications 3+ years of relevant experience in the treasury products and financial industry with strong client service orientation. Knowledge of regulatory requirements related to financial transactions is highly desirable. Passion for providing white glove customer service. Excellent customer service and communication skills. Strong attention to detail, accuracy, and ability to recognize potential fraud or suspicious activity. Ability to work effectively in a fast-paced environment while maintaining compliance with all applicable banking laws and regulations. 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. Associate Degree/Bachelor Degree or transferrable experience for position. Excellent interpersonal and communications skills both written and oral. Proven ability to effectively multi-task and assist clients/internal partners through 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. 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 Commercial Center, FIS, Deluxe applications and/or experience of similar banking and treasury management applications 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 are required to be 5 days in the office. Additional Information Compensation: The expected annual salary for this position is between $72,000 - $81,500 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. 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.
    $72k-81.5k yearly 17d ago
  • Private Wealth Business Enablement Officer

    Neuberger Berman 4.9company rating

    Day, NY job

    The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client-facing teams to source and validate requirements, size and cost initiatives, and scope change across people, process, policy, and platform. The role leads change management for technology-enabled initiatives, including training, communications, and adoption tracking, operating Private Wealth's strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives. Primary Responsibilities: Own the development and execution of Private Wealth's technology book of work Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training) Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change Experience & Skills Qualifications: Bachelor's degree required 8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios Strong business case development skills; proficiency in financial evaluation and trade-off decisioning Experience leading cross-functional requirements and scoping operating model/process changes beyond technology Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change Exceptional stakeholder management, influencing, and communication skills Demonstrated ability to drive business enablement and lead through change Highly organized with strong analytical and problem-solving abilities Ownership mentality Strong attention to detail Client prioritization Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $120,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $32k-46k yearly est. Auto-Apply 48d 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 (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************
    $77k-116k yearly est. 60d+ 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.