Portfolio Manager
IDB Bank job in New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY's credit policies and understanding of desired risk profile
Proactively monitor the portfolio for indicators of stress/risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc.
Keep RMs informed of any issues with credit or portfolio risk
Identify and inform RM of cross-sell, referral and credit expansion opportunities
Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio management
Support RMs in providing top client service in-line with the bank's expected high standards
Remain well informed on all client matters to minimize risk
Complete the annual review of credits
Remain fully compliant on all client matters
Achieve all individual goals and contribute to all team goals
Develop positive working relationships with all segments and individual bank partners
Complete all required training timely
Conduct oneself as a true brand ambassador for the bank
#LI-Hybrid
Qualifications
Portfolio Manager needs to have strong credit and organizational skills as well as solid understanding of commercial lending.
Minimum experience of 3- 5+ years in commercial loan portfolio management/underwriting or another relevant area required
Must be able to work as part of the Middle Office team working together with Direct Manager, Account Officers and Group Manager
Willingness to take on special projects as they arise.
Should already be familiar with bank reports, systems and processes
Should possess strong communication skills (verbal and written)
Ability to work in a collaborative environment and while meeting tight deadlines
Bachelor's degree in a related field required
Technology Skills:
Strong technical skills including MS Office: Excel, Word and PowerPoint
Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus.
Jack Henry/SilverLake, FiServ banking application experience is a plus but not required.
Please note that this role requires on-site presence, while the Bank has a hybrid schedule it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4/5 days in the office.
Compensation
The expected annual salary for this position is between $90,000 and $110,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Credit Risk and Portfolio Analyst
IDB Bank job in New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description:
IDB Bank is looking for a Credit Risk and Portfolio Analyst with a passion for problem-solving and excellent attention to detail. The successful candidate will help turn raw data into information, information into insights and insights into business decisions. The candidate will work with multiple data sets, evaluate and control data, produce accurate, timely, and rigorous reports that inform management and regulators about the evolution of the credit risk portfolio and highlight emerging risks. This is a junior to mid-level role, offering opportunities to develop technical expertise in risk reporting and analytics, deepen credit risk knowledge, and gain exposure to senior stakeholders across the bank.
What you will do
Design, build and maintain standardized and ad-hoc credit risk reporting on portfolio performance, risk concentrations, limits, and emerging credit risk trends. Employ automation and best practices for the production of key risk metrics and portfolio analytics.
Monitor credit portfolio evolution and identify early-warning signals, emerging risks and material shifts in credit exposure.
Ensure accuracy, consistency, completeness and transparency in credit risk data analysis and reporting methodologies.
Contribute to the enhancement of reporting processes, tools, and templates to improve efficiency, support effective risk management and on-going risk monitoring.
Manage ad-hoc requests from senior management, regulators, the Board of Directors, internal parties and external auditors to ensure timely and accurate responses.
Contribute to regulatory reporting, including the loan loss reserve process.
Actively collaborate with other functional areas of the bank including lines of business, Middle Office, Finance, Loan Operations and Technology to share ideas, gather information and complete deliverables as needed.
Liaise with other groups within the firm on cross-functional projects.
Qualifications
Ideal candidate should have the following qualifications to succeed in this role:
Bachelor's degree in Finance, Economics, Statistics, Data Analytics or related field.
3 - 5 years of hands-on experience in credit risk analytics, portfolio management, or related banking/ financial services role.
Technical skills: Python (coding and libraries), Power BI, Excel (Advanced), SQL, Database concepts, MS Office suite of apps.
Good knowledge of credit risk concepts, including exposure metrics, concentrations, and portfolio monitoring.
Can do attitude and ability to manage deliverables using disparate data sources and handle both automated and manual processes within the context of a high growth evolving financial institution.
Relationship builder, inquisitive, avid learner with analytical mindset, always looking to make things better.
Team player with strong ownership of assigned reporting deliverables and quality assurance within designated timeframes sometimes against competing priorities.
Proactive approach to improve the overall credit risk analytics processes and portfolio intelligence.
Excellent writing and presentation skills and ability to articulate credit risk data inputs and key takeaways to senior stakeholders including senior management and external parties including regulators.
Additional Information
Compensation:
The expected annual salary for this position is between $110,000-130,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Global Investment Banking - M&A/ECM
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
Auto-ApplyData Governance Senior Analyst
IDB Bank job in New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
For more than 70 years, Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at , you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
We are seeking a results-driven data governance professional to help execute the build-out of IDB's Data Governance (DG) program. This role will focus on implementing data quality monitoring, supporting governance processes, and improving adoption across business units. The ideal candidate brings strong experience with operationalizing data governance in financial services, especially in designing business rules, working across functions, and driving execution.
While the role is execution-oriented, the candidate will also provide targeted thought leadership in areas such as improving stakeholder engagement, solving data ownership challenges, and increasing accountability for data quality across the organization.
Responsibilities
Develop and implement business rules to monitor the quality of critical data elements, in alignment with business and regulatory needs.
Lead the build-out of a trust scoring model to assess and communicate the reliability of data used in key business processes.
Work with business units and data stewards to define data quality expectations, identify data owners, and establish accountability models.
Partner with stakeholders across operations, risk, finance, compliance, and technology to support the adoption of governance processes.
Facilitate data ownership conversations and help embed stewardship responsibilities into day-to-day business operations.
Coordinate root cause analysis and remediation efforts for identified data quality issues.
Assist in mapping data flows and documenting “as-is” and “to-be” states, with a focus on improving data integrity and reducing duplication.
Contribute to the implementation of data governance tools and workflows, ensuring alignment to enterprise standards and business needs.
Track progress and adoption metrics, and prepare status updates and reports for governance leadership and business stakeholders.
Support and design training, communications, and change management efforts to increase understanding and adoption of data governance practices.
Qualifications
8+ years of experience in data governance, data quality, or related functions within financial services or a highly regulated environment.
Strong experience defining and implementing data quality business rules, metrics, and exception reporting.
Hands-on experience contributing to or supporting the development of data trust scoring or data certification frameworks.
Demonstrated ability to drive adoption of governance practices across business units with differing levels of maturity and buy-in.
Working knowledge of data governance concepts such as data stewardship, ownership, lineage, and metadata management.
Strong project execution and problem-solving skills; able to move work forward in a complex and decentralized environment.
Excellent interpersonal and communication skills; able to navigate sensitive conversations around accountability and ownership.
Familiarity with data governance and quality tools (e.g., Collibra, Informatica, Microsoft Purview) and business collaboration tools.
Desired
:
Experience operationalizing data stewardship models or supporting stewardship networks.
Background in managing or contributing to change management initiatives focused on data or process adoption.
Knowledge of regulatory data requirements or audit standards related to data quality and control.
Compensation:
The expected annual salary for this position is between $130,000 - $155,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guideline
NO AGENCIES PLEASE.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Administrative Assistant (New York, NY)
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.
Position Description
We are currently seeking an Administrative Assistant to join our team in New York, NY. We have opportunities to support our Client Management, Global Wealth Management, and Portfolio Management businesses. This position offers a unique opportunity to gain insight into various areas of the firm, collaborate with diverse teams, and contribute to our commitment to exceptional client service.
In this role, you will thrive as a resourceful self-starter in a fast-paced environment that demands professionalism, organization, and attention to detail. You will serve as a trusted partner to your immediate team and contribute to our team support model, providing comprehensive support to the entire organization and backup support as needed. Your responsibilities will include managing executives' calendars, scheduling and coordinating meetings, and ensuring smooth communication between leaders and internal/external stakeholders. You will also handle travel arrangements, process expense reports, and assist in planning client events, managing all logistical elements to create a seamless experience.
Location
New York, NY
Responsibilities
The key responsibilities include, but are not limited to:
Administrative Support
Provide comprehensive administrative support, acting as a proactive gatekeeper to maximize executives' time and contribute to efficient team operations.
Serve as the main point of contact for internal and external communications, prioritizing phone calls, emails, and mail.
Assist with general administrative duties, including phone coverage, copying, distributing mail, and supporting ad-hoc projects and group events.
Calendar & Meeting Management
Proactively manage and prioritize executives' calendars, scheduling internal and external meetings efficiently.
Manage daily calendars for multiple executives, showcasing flexibility and problem-solving skills to adjust and prioritize schedules in response to last-minute changes.
Arrange and reserve conference rooms, catering, audio/video, and other essential services for meetings and conferences, coordinating logistics for both onsite and offsite events.
Travel & Expense Management
Book travel arrangements (primarily domestic) and manage complex itineraries, including flights, accommodations, ground transportation, and visas, while adhering to firm policies.
Process expense reporting with precision and timeliness.
Client & Event Management
Organize client meetings and internal events, including venue selection, catering, and logistics management to create a seamless experience (e.g., Global Client Meetings, Due Diligence Meetings, Roadshows, Board Meetings, Department Onsites).
Order and coordinate monthly client anniversary gifts, reinforcing our commitment to client relationships.
Update and maintain client information and activities in CRM/Perform, ensuring data integrity and compliance standards for client meals, gifts, and entertainment.
Communication & Relationship Management
Build strong business relationships with executives and administrative staff, ensuring smooth communication between leaders and internal/external stakeholders.
Research & Documentation
Draft, proofread, and edit business documents, including memos, reports, presentations, and emails, ensuring accuracy and clarity.
Conduct research, gather data, and prepare reports and presentations to support decision-making processes.
Team Collaboration & Development
Collaborate with the Admin team to ensure backup coverage and provide ad hoc support for other Account Managers as needed.
Drive key team activities and events, such as all-hands meetings, team meetings, and social events.
Coordinate mid-year and year-end conversations between associates and their managers, fostering open communication and development.
Manage the onboarding process for new employees and consultants, including coordinating seating, equipment, announcements, and access.
Proactive Engagement
Actively engage with the executive's direct report team to ensure alignment of priorities and open communication paths.
Keep leaders informed of upcoming commitments and responsibilities, anticipating their needs in advance of meetings.
Optimize leaders' schedules by managing conflicting priorities and minimizing time conflicts while displaying discretion in handling highly confidential information and addressing unexpected situations.
Position Requirements
Experience and Education
Minimum of five years of administrative experience, with a proven track record of supporting multiple senior executives or management teams.
Two-year college degree preferred but not required.
Technical Skills
Intermediate to advanced proficiency in MS Office Suite (Word, Excel, PowerPoint, and Outlook).
Demonstrated working knowledge of core policies and procedures, including Travel, Calendaring, Client Meetings, Expenses, and tools like Zoom, Box, Slack, Concur, Navan, Condeco, Catering, Visitors Portals, and Service Now.
Organizational & Time Management Skills
Excellent organizational, time-management, and multitasking skills with strong attention to detail.
Ability to maintain composure under pressure and effectively manage high-stress situations.
Strong capability to reprioritize tasks as business needs change.
Communication Skills
Strong written and verbal communication skills, including superior telephone etiquette and effective email composition.
High ethical standards with the ability to handle confidential information professionally.
Interpersonal & Soft Skills
Ability to work independently, take initiative, and collaborate effectively with team members.
Proactive mindset with a sense of urgency, anticipating needs to support executives.
Strong prioritization, client focus, solutions-oriented approach, and follow-through skills.
Flexibility and adaptability to changing priorities and demands.
Self-starter with a strong aptitude for learning and exercising good judgment in various situations.
Critical Success Factors
The successful candidate will have demonstrated a consistent and proven track record in the following key areas:
Client Focus
Strong focus on understanding and meeting client needs while fostering and nurturing positive relationships with clients and stakeholders, ensuring high levels of client satisfaction.
Effective Communication
Strong written and verbal communication skills, ensuring clear interactions and effective engagement with diverse audiences.
Attention to Detail
Exhibits accuracy and timeliness across all core functions-such as travel, calendaring, meeting coordination, expenses, and phone coverage-ensuring the delivery of individual goals while supporting team priorities.
Meticulous in handling logistics, documentation, and communication with professionalism.
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: $ 44.95
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.
Auto-ApplyProof and Control Specialist
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
Proof & Control Specialist
Corporate Job Level: Associate Manager
Overview
This role is a key contributor to ensuring the accuracy, compliance, and efficiency of IDB's deposit operations. In this dynamic role, you will multitask across various financial functions while also providing exceptional customer support. This role demands attention to detail, excellent communication skills, and a proactive approach to solving problems and resolving issues/discrepancies. We are looking for a collaborative team player who can contribute positively to our goal of continuous improvement in how we operate and service our clients.
Please note that this role requires a minimum of 3 days per week in the office, and 4-5 days may be required during certain weeks, depending on business needs.
Key Responsibilities:
Deposit Operations
Collaborate across the Deposit Operations team and other departments of the Bank to ensure accuracy in all proof and control processes.
Execute the preparation and distribution of bank confirmations with timeliness and precision.
Maintain accurate records of all confirmations sent, received, and pending to ensure a clear audit trail.
Demonstrate proficiency with unposted processing research and notification, ACH and Check returns rules, NSF and Positive Pay.
Conduct QC review of customer and account changes to ensure change instructions are accurate and have supporting documentation. Review account rates that exceed limits to verify they have approval.
Perform various daily, weekly, and monthly reconciliations across ACH, ATM, and Sub Ledger to G/L.
Reconcile ATM transactions to detect and resolve discrepancies promptly.
Maintain detailed records for sub-ledger reconciliations, reporting variances and implementing corrective actions.
Participate in audits of deposit transactions, ensuring compliance with banking regulations.
Liaise with external auditors and internal departments to verify financial information and resolve discrepancies.
Credit Cards
Provide exceptional customer service by managing inquiries related to card services and resolving customer issues effectively and efficiently.
Assist with processing credit card applications by becoming proficient with the different card products and application requirements based on relationship types.
Conduct maintenance of card accounts, such as issuing new cards, updating customer information, and terminating cards as required.
Investigate and resolve fraud cases, coordinating with internal and external stakeholders to ensure swift resolution.
Other
Contribute to various reporting tasks, compiling data and generating reports to assess performance and identify improvement areas.
Develop insights from transaction data to identify and mitigate potential risk areas.
Provide administrative support in documenting process improvements and operational guidelines.
Adapt to varying needs within the department to meet operational demands and ensure seamless execution of tasks.
Cross-train with other team members in order to provide back-up/coverage and maintain consistency and efficiency in operations.
Qualifications
Qualifications
Associate's or Bachelor's Degree and/or equivalent work experience.
3-5+ years of experience in Deposit Operations or Card Servicing in the financial services industry, and/or transferrable/similar experience.
Direct experience processing credit card applications, with a strong customer service orientation:
Familiarity with all credit card regulatory requirements and reporting.
Experience verifying application data accuracy, completeness, and required documentation.
Familiarity with obtaining credit reports and researching credit ratings.
Experience preparing and submitting client communication documents.
Knowledge of regulatory requirements related to various financial transactions is highly desirable.
Self-starter with the ability to multi-task/prioritize workload to ensure timely, efficient, and accurate execution, including maintaining compliance with all applicable banking laws and regulations.
Strong attention to detail, accuracy, and ability to recognize potential fraud or suspicious activity.
Excellent interpersonal and communications skills - proven ability to effectively assist clients and internal partners through various methods of communication. (e.g. online application, phone, chat, in-person, email, written documents, etc.)
Ability to problem-solve, using sound judgement, creativity, and experience to analyze information and successfully resolve tasks and issues.
Strong skills in MS Office (Excel, Word and PowerPoint).
Bonus Points For
Experience with Salesforce and other Core Banking systems
Other CRM experience
Additional Information
Compensation:
The expected annual salary for this position is between $65,000-70,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Vice President, DevOps Team Lead
New York, NY job
New York Corporate Group Ref # 3550 Date published 02-May-2025 About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $53 billion assets under management as of June 30, 2025. Founded in 1998, Fortress manages assets on behalf of over 2,000 institutional clients and private investors worldwide across a range of credit and real estate, private equity, and permanent capital investment strategies. Fortress is headquartered in New York, with offices in Abu Dhabi, Atlanta, Dallas, Greenwich, Hong Kong, London, Los Angeles, Madrid, Menlo Park, New York, Rome, Sydney and Tokyo.
Team Overview
The Fortress Technology team is a progressive, global technology organization laser focused on improving its user community's impact through technology. It is responsible for delivering the technical infrastructure, end-user computing, mobile and business application platforms required for a global, multi-asset class enterprise to operate in a dependable, scalable, and secure environment. An integral part of the enterprise, the Fortress Application Development teams are responsible for building and supporting proprietary and vendor-based applications. It interacts daily with business teams, corporate operations teams, and all parts of the technology organization.
VP, DevOps Team Lead
The firm is looking for a DevOps Team Lead to guide the modernization of our existing DevOps processes. The ideal candidate involves leading a team of DevOps engineers, guiding them through daily tasks, and ensuring that projects are completed on time. The Team Lead is responsible for technical leadership, mentoring team members, and hands-on involvement in the development and deployment processes.
Responsibilities:
* Lead and mentor a cross-disciplinary team of DevOps Engineers, Release Engineers, and DBAs, providing guidance and occasional hands-on support.
* Oversee the modernization of DevOps processes, ensuring best practices and efficient workflows that align with modern cloud/Azure architecture.
* Manage deliverables and dependencies, communicating timelines and expectations to stakeholders.
* Develop and implement strategies for continuous improvement of DevOps practices.
* Collaborate with other departments to align DevOps initiatives with business goals.
* Drive project management activities, including planning, execution, and monitoring of DevOps projects.
* Ensure effective communication and coordination within the team and with other departments.
* Foster a collaborative and high-performance team culture.
Leadership and Project Management Skills:
* Proven experience in leading and managing a cross-disciplinary team of DevOps engineers and working with other software engineers and technical staff.
* Strong project management skills, including planning, execution, and monitoring.
* Ability to manage multiple projects simultaneously and prioritize tasks effectively.
* Excellent communication and interpersonal skills.
* Ability to motivate and inspire team members to achieve their best performance.
* Strong problem-solving skills with experience identifying and escalating issues.
* Ability to work in a fast-paced, team-oriented environment.
* Experience in developing and implementing strategies for continuous improvement.
Collaboration Skills:
* Ability to work effectively with various cross-disciplinary teams, including Server Engineering, Application Development, L1 Support, Network, QA, Desktop Engineering and Support, as well as Technical and Program Managers.
* Strong interpersonal skills to facilitate collaboration and communication across different teams and departments.
Technical Experience:
* Proven track record as a Systems Engineer or Admin, with experience in installing, configuring, and supporting IIS Web servers, including migration to Azure Web Apps.
* Strong understanding of Computer Networks, Virtual Private Networks, and SQL Server.
* In-depth experience with Microsoft Azure Cloud Services and cloud migrations; AWS/GCP experience is a plus.
* Advanced Azure DevOps skills, particularly with Git and Boards, and experience with CI/CD tools such as Octopus Deploy, TeamCity, Jenkins, Ansible, or Azure Pipelines.
* Proficient in PowerShell scripting and working knowledge of SQL query language.
* Experience with centralized job scheduling tools, production support, and automated testing solutions.
* Strong background in Change Management and performing application changes to production systems.
* Proven ability to build cloud-based infrastructure solutions in Azure with a strong governance model.
* Understanding of authentication mechanisms such as OAuth2.0, Managed Identities, and Service Principals.
* Working understanding of AI tools, including but not limited to ChatGPT, Bard, other LLMs, and various Microsoft Copilot technologies.
* Familiarity with Databricks, Snowflake, PowerBI, and Azure SQL database technologies.
General Candidate Traits:
* BS in Computer Science, Engineering, or equivalent work experience.
* Minimum 10 years of experience
* Minimum 4 years of experience leading a team
* Excellent problem-solving skills with experience identifying and escalating issues.
* Ability to prioritize and escalate issues appropriately.
* Highly motivated and able to work independently with minimal guidance.
* Solid customer service and organizational skills.
* Strong communication skills.
* Ability to work a minimum of 3 days a week in the office.
The base salary range for this position is expected to be between $150,000 and $175,000.
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
175,000
Minimum Salary
150,000
Quantitative Research Analyst
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.
Auto-ApplyAssociate, Strategic Accounts - RIA Aggregators
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
The mission of PIMCO's U.S. Global Wealth Management (GWM) group is to deliver industry-leading experiences for financial intermediaries and their individual investor clients, while making a significant contribution to PIMCO's overall business success. U.S. GWM is responsible for business strategy and client coverage across a broad range of financial intermediaries, including RIAs, wirehouses, family offices, banks/brokerage firms, trust banks, platforms, and sub-advisory relationships.
We are seeking an Account Associate to join the Strategic Accounts Group within GWM. Our team is dedicated to servicing the largest intermediary clients, including national and regional broker-dealers and banks, global private banks, RIA aggregators, and platforms. We serve as strategic advisors, delivering highly customized investment solutions and services tailored to the unique needs of these key clients. Success in this role is measured not only by sales and asset growth but also by the strength and depth of client relationships, client satisfaction, and the strategic alignment of PIMCO's solutions with client objectives.
As an Account Associate, you will work closely with Account Managers (AMs) to develop and maintain a deep understanding of our clients and PIMCO's products and solutions. You will support AMs and collaborate with various internal stakeholders to drive business development and enhance client servicing efforts. Beyond client-facing responsibilities, many team members pursue professional development through programs such as the Chartered Financial Analyst (CFA) designation, Certified Investment Management Analyst (CIMA), Chartered Alternative Investment Analyst (CAIA), or other relevant financial certifications.
This unique and dynamic role requires strong partnerships across the firm, including but not limited to Product Strategy, Portfolio Management, Sales, Marketing, Legal & Compliance, and Operations teams, to deliver comprehensive and tailored solutions to our strategic clients.
Location
New York, NY
Responsibilities
The key responsibilities include, but are not limited to:
* Collaborate with Account Managers to enhance coverage of key RIA aggregator accounts by cultivating and managing strategic partnerships. Provide comprehensive support across the full range of PIMCO investment solutions, contributing to business development, client servicing, and strategic initiatives.
* Foster and maintain strong relationships within the RIA aggregator landscape by gaining a deep understanding of client needs, organizational structures, business priorities, and industry trends to deliver client-centric solutions and best-in-class coverage.
* Conduct research and leverage data analytics tools to analyze market trends, competitor offerings, , investment and market performance, to support client servicing and internal strategic decision-making.
* Assist in developing and executing strategic business plans, in collaboration with GWM stakeholders, as well as sales and product strategy colleagues, while supporting the strategic management of pipeline and product initiatives
* Maintain an in-depth understanding of PIMCO's products, platforms, themes, initiatives, markets, strategies, and policies, and clearly communicate the firm's current economic outlook and portfolio strategy to clients and prospects.
* Monitor the competitive landscape within the wealth management industry, develop strategies to position PIMCO for business growth, and provide timely assistance to Account Managers through competitive analysis, data reports, marketing collateral, and follow-up.
* Collaborate with the team to manage large-scale initiatives, including logistics and planning for conferences, events, and internal Strategic Accounts meetings, as well as creating and distributing internal communications.
* Actively participate in department meetings, lead and contribute to working groups, share innovative ideas, and leverage continuous mentoring and training opportunities to foster a cohesive and effective working environment across PIMCO functions.
* Assist in meaningful client interactions through phone, email, screen-sharing, in-person meetings, travel, and industry conferences to provide coverage and support of client and account managers.
* Adhere to the highest standards of compliance with industry regulations, client firm requirements, and PIMCO policies, including timely compliance with travel, expense reimbursement, and activity reporting requirements, while maintaining a strong passion for and staying updated on financial markets, the global economic environment, asset allocation, investment vehicles, and the broader financial services industry.
Qualifications
* Minimum of a bachelor's degree required, with 2-3 years of professional experience in a sales or client-facing role, preferably within financial services, and an understanding of the RIA sales process.
* Possession of FINRA Series 7 and 63 licenses (strongly preferred) or willingness to obtain them within three (3) months of employment.
* Exceptional client engagement skills and an entrepreneurial mindset, consistently building and deepening strong, lasting client relationships through a commitment to service and excellence.
* Strong foundation in finance and economics, with familiarity in fixed income instruments, economic underpinnings of the asset class, and basic investment concepts.
* Excellent verbal and written communication skills, with the ability to present ideas clearly to diverse audiences.
* Proficient in Microsoft Office Suite (Excel, PowerPoint), CRM systems, and able to quickly learn new software applications; strong analytical and problem-solving skills with a solutions-oriented and curious mindset.
* Demonstrated ability to conduct research, analyze complex data, identify trends, and draw meaningful insights; some proficiency in financial modeling is a plus.
Professional Skills Requirements
If you identify with the following qualities, we encourage you to apply for this exciting opportunity at PIMCO. We offer a dynamic work environment where you can make a meaningful impact:
* Relationship-Builder: You excel at building relationships, paying attention to details, and have a passion for financial markets and client service.
* Collaborative: You foster positive relationships with clients, colleagues, and external stakeholders through a collaborative work style.
* Emotionally Intelligent: You possess high emotional intelligence, adaptability, and resilience.
* Organized & Efficient: Your exceptional organizational and project management skills enable you to manage multiple various initiatives simultaneously.
* Trustworthy: You demonstrate credibility and integrity, characterized by consistent behavior and high ethical standards.
* Curious & Driven: Your intellectual curiosity fuels your dedication to professional development and staying informed about emerging trends.
* Problem Solver: You approach complex issues with a critical and empathetic mindset, finding creative solutions.
* Self-Motivated: You are detail-oriented and consistently deliver on responsibilities with a focus on client needs, teamwork, and effective communication.
* Adaptable: You thrive in fast-paced environments, adjusting to shifting priorities and working effectively with ambiguity.
* Versatile: You navigate unstructured processes and manage multiple demanding responsibilities with ease.
* Aligned with PIMCO's Values: You embody PIMCO's values of Collaboration, Openness, Responsibility, and Excellence, guiding our commitment to delivering the best for our clients and each other.
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.
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.
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: $ 105,000.00 - $ 115,000.00
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.
Auto-ApplyRM Team Lead Asset Based Lending (ABL)
IDB Bank job in New York, NY
Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC). Our liquidity and capital ratios are strong, and we are ranked by Crain's New York Business as the 24th largest commercial bank in the New York area. the Bank provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, genetic status, citizenship status, marital status, military or veteran status, current unemployment or any other legally protected category in accordance with applicable federal, state and local law.
Job Description
Position Overview
We are seeking a highly experienced and strategic Team Lead for our Asset-Based Lending (ABL) group. The ABL Team Lead is responsible for leading and managing the bank's ABL team of Relationship Managers, ensuring a strong credit portfolio and profitable customer relationships. The Team Lead should be a proven revenue generator and thought leader, with a track record of delivering meaningful business outcomes. This role involves overseeing portfolio management, and business development strategies to support the bank's growth objectives while maintaining strong asset quality. The ABL Team Lead will work closely with internal and external stakeholders to structure, approve, and monitor ABL transactions, ensuring regulatory compliance and maximizing portfolio performance. Additionally, the ABL Team Lead will manage and mentor the ABL team, ensuring alignment with the bank's strategic goals and fostering a high-performance culture. Emphasis placed on maximizing cross sell of bank products with existing and new customers.
Key Responsibilities
Lead and manage a team of relationship managers, providing guidance, support, and mentorship to team members.
Track and evaluate portfolio performance, identify emerging trends, and recommend actions aligned with IDB's strategic growth objectives.
Oversee the team's workflow by proactively managing client requests and ensuring the quality and timely completion of all credit deliverables, including client inquiries, periodic credit reviews, evaluation of all ABL diligence materials, and prompt updates to credit risk ratings.
Manage and resolve portfolio issues relating to past due documentation, annual account reviews, expiring credit facilities, overdrafts, uncollected funds and advances.
Contribute toward market wide vision and strategy, bringing deep understanding of Banking Industry and/or Customer Portfolio to represent customer trends and needs.
Bring a business builder mindset driving the success of the portfolio through supervision of all portfolio management functions, crafting the strategic direction, and aligning resource allocation.
Focus on developing profitable business strategies, cross-sell and fostering high-value client relationships within their client portfolio.
Actively advocate for deals in client meetings and credit approval discussions, engaging thoughtfully and respectfully with business line and credit partners on deal structure, risks, and mitigants.
Ensure proactive monitoring of client financial health and early identification of potential credit issues through adherence to credit risk policies, structuring sound transactions that mitigate risk while meeting client needs.
Individually pursues business development efforts on aligned account(s) as part of direct KPI metrics expectations.
Provide guidance, coaching, mentoring, and subject matter expertise to direct reports. Provide consistent feedback and effectively manage performance.
Qualifications
Required Qualifications
10+ years of banking industry expertise, with a strong background in Asset-Based Lending, including a strong understanding of collateral.
Proven track record of building and managing a sales pipelines and driving high-value client engagements.
Bachelor's degree in Finance, Business, or a related field required; MBA or other advanced degree is preferred. Formal Credit Training preferred.
Deep financial product expertise across deposits, lending, payments, treasury management, and banking strategy and execution.
History of consistently high-quality project delivery/leadership for large and complex engagements. Demonstrated ability to understand customers, influence/gain consensus, and manage risk
Demonstrated understanding of current trends, buying patterns and insights within industry or portfolio of business; ability to balance business strategy and goals, customer needs, and business financial health
Track record of leading negotiations and successfully closing deals with major clients, ensuring alignment with financial and operational objectives.
Proven leadership skills, capable of motivating, developing, and managing a specialized team.
Strong interpersonal and negotiation skills, with a track record of managing high-stakes client interactions effectively.
Comprehensive knowledge of regulatory frameworks, credit policies, and operational risk controls relating to loan asset management.
Proficiency with commercial banking platforms, loan tracking platforms and CRM tools such as Salesforce.
Flexibility and a proactive mindset are key, as duties may evolve based on strategic initiatives.
Technology Skills:
Strong technical skills including MS Office: Excel, Word and PowerPoint
Prior experience with Salesforce and Core Banking systems is beneficial but not required. Other CRM experience is a plus.
Jack Henry/SilverLake, FiServ banking application experience is a plus but not required.
Please note that this role requires on-site presence, while the Bank has a hybrid schedule it is dependent on the position, the hiring manager and business needs. Some roles may require to be 4-5 days in the office.
Compensation
The expected annual salary for this position is between $180,000 and $240,000 at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
Additional Information
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
We are operating on a Hybrid schedule.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Account Manager - Non-Profit Client Practice
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
PIMCO's client management team is comprised of client-facing relationship management and business development professionals who are directly responsible for contributing to the firm's success. We work with PIMCO's clients and prospects to better understand their investment objectives, deliver appropriate solutions and deepen partnerships.
The Non-Profit client practice is responsible for developing, growing and strengthening relationships with the endowment, foundation and healthcare investment community. The team is seeking to hire an experienced client service and business development professional to cover the non-profit investor base in the Eastern US.
The role is to be based in New York. We will consider candidates with different levels of experience and title.
POSITION RESPONSIBILITIES
Client Service
Oversee existing client relationships and their related investment mandates under our coverage.
Take ownership of the client relationships from front to back end, serving as the liaison across investment teams, operations, compliance, legal, etc.
Participate in portfolio reviews covering performance attribution, market performance and PIMCO's current economic outlook and portfolio strategy.
Business Development
Drive and support sales across the full spectrum of PIMCO investment solutions by developing relationships with endowments, foundations and healthcare institutions in the Eastern US. This includes growing our footprint with existing clients and converting prospects.
Develop relationships across the non-profit investor base and gain a detailed understanding of their needs, organizational structures, and industry trends.
Educate clients and prospects about a broad set of investment strategies and seek to “deliver the firm” through collaboration with other PIMCO investment professionals, including Product Strategists, Portfolio Managers, various experts and PIMCO leadership.
Represent PIMCO in investor meetings and industry events.
Contribute to the broader team and firm by sharing client and sales insights and best practices.
POSITION REQUIREMENTS
7-15 years of experience in institutional client service and business development.
Demonstrates a proven track record of cultivating meaningful relationships with clients, prospects, and colleagues.
Brings experience working with non-profits, endowments, foundations, or healthcare organizations (preferred but not required).
Exhibits solid knowledge of the investment industry, including a deep understanding of alternatives and fixed income investing.
Applies commercial savvy, strategic thinking, and strong business acumen. Drives strategic planning and relationship mapping to identify both retention priorities and growth opportunities within existing client portfolios and prospect pipeline.
Listens actively to client needs and forge solutions through a consultative approach.
Communicates clearly and concisely to articulate PIMCO's capabilities to sophisticated investors, both in writing and presentations.
Builds trust through confident, compelling written and verbal communication across client stakeholders.
Blends strong analytical abilities with qualitative insight.
Collaborates effectively as a team player with high emotional intelligence and a humble, client-focused approach.
Demonstrates initiative and ownership mentality, with ability to work independently while contributing to team objectives.
Holds an undergraduate degree (advanced degree and/or CFA/CAIA preferred).
FINRA Licenses (7, 63, 3) or ability and willingness to acquire licenses, as needed.
BENEFITS
PIMCO is committed to offering a comprehensive portfolio of employee benefits designed to support the health and wellbeing of you and your family. Benefits vary by location but may include:
Medical, dental, and vision coverage
Life insurance and travel coverage
401(k) (defined contribution) retirement savings, retirement plan, pension contribution from your first day of employment
Work/life programs such as flexible work arrangements, parental leave and support, employee assistance plan, commuter benefits, health club discounts, and educational/CFA certification reimbursement programs.
Community involvement opportunities with The PIMCO Foundation in each PIMCO office
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: $ 205,000.00 - $ 305,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-ApplyIT Risk and Control Senior Analyst
IDB Bank job in New York, NY
For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive.
Job Description
Overview
Reporting to the VP, IT Risk & Control, this role provides advisory services related to internal controls, risk assessments, risk management, IT controls, related standards (FFIEC, FDIC, GLBA, NIST, etc.) and makes recommendations to reduce risk by executing corrective action plans.
Responsibilities
Gain comprehensive knowledge of IDBNY IT products and processes with focus on risk assessment and thoughtful improvement backed by data
Identify, assess and evaluate risk to enable the execution of the enterprise risk management strategy
In conjunction with team members understand technical processes, then gather, formulate and analyze the data to assist with risk management
Based on the analysis suggest potential improvements to enhance overall Risk Management process
Assess on-going risks and work in collaboration with business functional areas to mitigate risks
Assist in the development of action plans to address risk factors identified during assessment
Collect information and ensure that potential risk scenarios will be captured by existing controls
Translate and communicate Risk Management concepts, information, and procedures to both technical personnel and non-IT business users to raise Risk awareness
Track, monitor, and communicate Risk Management project progress against the project plan, requirements, quality measures, standard processes, and milestones
Drive ownership and accountability of regulatory meetings, projects, and tasks
Analyze challenges, problems, and process breakdowns to ensure that lessons are learned and potential improvements are implemented
Identify potential threats and vulnerabilities for business processes, associated data and supporting capabilities to assist in the evaluation of enterprise risk
Design and implement information systems controls in alignment with the organization's risk appetite and in consultation with process owners to support business objectives
Test information systems controls to verify effectiveness and efficiency prior to implementation
Facilitate independent risk assessments and risk management process reviews to ensure they are performed efficiently and effectively
Implement Technology Systems controls to mitigate risk based on framework
Establish control criteria to enable control life cycle management
Ensure existing controls aligned to corporate risk appetite and tolerance
Identify and report on risk, including compliance, to initiate corrective action and meet business and regulatory requirements
Monitor risk and communicate information to the relevant stakeholders to ensure the continued effectiveness of the enterprise's risk management strategy
Apply risk criteria to assist in the development of the risk profile for management approval
Qualifications
Qualifications
Bachelor's degree in Computer Science, Technology, Risk, or equivalent.
7+ years' experience as an information risk analyst, or information technology auditor
Experience in the financial/banking industry is preferred
Good knowledge of key tools (ServiceNow, CyberArk, Splunk, Qualys)
Proficient with Microsoft Office products including Word, Excel, Access, VISIO and PowerPoint
Report writing skills are required. Must be able to summarize and communicate technical data to a non-technical audience.
Additional Information
Compensation:
The expected annual salary for this position is between $115,000-135,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual's skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement.
The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank:
Those with a known mental or physical disability.
Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions.
Victims of domestic violence, sex offenses or stalking.
Employees with religious observance and practice obligations.
Any employee who believes he or she needs an accommodation for any of the above reasons should contact their supervisor or a member of Human Resources to request such an accommodation. In each case, the Bank will engage in a good faith written or oral dialogue concerning the individual's accommodation needs; potential accommodations that may address the individual's accommodation needs, including alternatives to a requested accommodation; and the difficulties that such potential accommodations may pose for the employer.
The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee's request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law.
Disclaimer
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.
All your information will be kept confidential according to EEO guidelines.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.
Client Operations & Servicing Associate
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.
Position Description
The Client Reporting team serves as a central operational liaison, focusing on oversight, client servicing, operational efficiency, and relationship management. The team collaborates cross-functionally to identify client needs, translate them into effective solutions, and execute accordingly. Responsibilities include supporting operations-related projects aimed at enhancing external communication, optimizing reporting, addressing client operational or trade-related inquiries, and creating operational efficiencies.
The Client Reporting Associate ensures that all aspects of operational servicing are managed effectively while identifying opportunities to enhance processes and mitigate risks. This role requires collaboration within a small PIMCO team and coordination with several departments, including Client Management, Product Management, Portfolio Management, Legal, Compliance, Funds Administration, Analytics, Performance, and Operations.
Location
Newport Beach, CA , Austin, TX, or New York, NY
Responsibilities
The key responsibilities include, but are not limited to:
* Overseeing and managing all operational aspects of client servicing and relationship management.
* Working directly with clients, brokers, and custodians.
* Collaborating with Client Management to address client reporting needs and overseeing our outsourced reporting team.
* Maintaining responsibility for recurring client tasks on monthly, quarterly, or annual schedules.
Qualifications
* Minimum of a bachelor's degree, preferably in an numerate subject
* 3 years of professional experience in the financial markets, preferably with a focus on fixed income.
* Working or academic knowledge of economics, fixed income fundamentals, fixed income analytics, and/or portfolio management.
Professional Skills Requirements
* Excellent verbal and written communication, facilitation, and interpersonal skills, with the ability to engage effectively across all levels of the organization.
* Quick learner, adaptable to new processes, concepts, and skills.
* Highly motivated self-starter with the ability to work both collaboratively and independently.
* Demonstrated competence in strategic, analytical, conceptual, and innovative thinking, including the ability to synthesize and analyse data.
* Ability to multitask and thrive in a demanding, fast-paced environment while managing multiple competing priorities and projects with high-quality output.
* Proven ability to navigate unstructured processes and manage responsibilities across multiple concurrent projects and competing demands.
* Foster a positive work environment and culture for all employees, building a strong team by cultivating relationships and demonstrating how individual contributions impact overall project success.
* Participate in client lifecycle stages and share ownership of key implementation decisions.
* Proactive in outreach and follow-ups.
* Ability to provide constructive feedback on new products, collaborative teams, or processes we adopt.
* Diligent in tracking data related to completed work.
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: $ 87,000.00 - $ 93,000.00
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.
Auto-ApplyBusiness Strategy & Analytics Associate
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
The Business Strategy & Analytics team partners with senior leadership and the broader business to drive data-informed decisions, optimize business processes, and deliver strategic insights that shape the future of U.S. Global Wealth Management (GWM). We're seeking a highly motivated Associate or Senior Associate to join the team in New York.
This role offers a unique opportunity to contribute to high-visibility initiatives, manage cross-functional projects, and support business operations that are foundational to GWM's daily decision-making. You'll help drive strategic priorities by supporting business-critical data and technology projects, implementing process enhancements, and contributing to senior stakeholder communications.
A key aspect of this role is the ability to move seamlessly between business context and technical detail-translating strategic objectives into actionable plans, and working with data and technology partners to bring those plans to life.
You'll also play a critical role in business operations by validating the integrity of client, flow, and asset data. This data underpins GWM's reporting infrastructure and informs decisions across distribution, product, and leadership teams. Your work will ensure that the business has confidence in the accuracy and reliability of the data it uses to measure performance, identify opportunities, and execute strategy.
This role offers high visibility and collaboration with senior stakeholders across Sales, HR, Finance, and Technology. It's an excellent opportunity for someone looking to deepen their experience in project management, business analysis, and data-driven strategy-while growing into broader leadership responsibilities.
REQUIREMENTS
Bachelor's degree in Business, Finance, Data Science, or other technical discipline
3-6 years of experience in project management, business analysis, or data analytics, preferably within the asset management or financial services industry
Proven ability to translate business needs into technical requirements and collaborate with data and technology teams to execute solutions
Proficiency in Python, SQL, and Excel, with exposure to data visualization tools
Ability to synthesize structured and unstructured datasets into actionable insights
Strong communication skills with the ability to convey complex ideas to diverse audiences
High attention to detail, adaptability, and a collaborative mindset
Experience working with cross-functional teams and navigating organizational structures
Familiarity with Agile methodologies and tools such as Smartsheet, Jira, Confluence, and MS Office
Consulting or investment management experience is a plus
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 105,000.00 - $ 115,000.00
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.
Auto-ApplySenior HR Business Partner
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
The Human Resources Business Partner will serve as a trusted advisor and collaborative partner to senior executives across the Americas market. This role focuses on designing and executing innovative, data-driven talent strategies that attract, retain, and develop top talent aligned with PIMCO's values of Collaboration, Openness, Responsibility, and Excellence.
The HR Business Partner will combine deep business insight with creative problem-solving to deliver tailored, sustainable HR solutions that drive organizational success and employee growth. This role requires a client-centric mindset, a passion for continuous improvement, and the ability to influence and inspire at all levels of the organization.
Responsibilities
* Partner closely with business leaders to understand strategic objectives and create people strategies that enable business growth and agility.
* Build and maintain trusted advisor relationships across all organizational levels, providing consultative, strategic, and tactical guidance on organizational design, talent management, and workforce planning.
* Leverage data and analytics to inform decision-making, identify trends, and measure the impact of HR initiatives.
* Champion innovation by identifying opportunities to enhance business impact by fostering a culture open to new ideas and continuous learning.
* Coach and mentor managers and senior leaders to strengthen leadership capabilities and drive high performance.
* Collaborate effectively with Centers of Excellence (COEs) to align talent programs with business needs and ensure seamless execution of initiatives.
* Collaborate closely with the Employee Relations team to mitigate people-related risks, while proactively partnering with business leaders to identify potential risk areas early and implement preventative strategies to address issues.
* Lead and drive key HR projects from conception through to successful implementation, ensuring alignment with organizational priorities.
* Stay current on emerging HR trends, technologies, and best practices to continuously elevate the HR function.
Requirements
* Bachelor's degree from an accredited institution or equivalent professional experience required.
* Minimum of 10 years of progressive HR experience in organizational design, workforce planning, and talent management.
* Solid understanding of U.S. labor laws.
* Advanced proficiency with technology and a strong analytical orientation; skilled in Microsoft Excel, Outlook, PowerPoint, Workday, and HR analytics tools.
* Proven creative and innovative problem-solver, leveraging data-driven insights to address complex challenges.
* Demonstrates a client-focused mindset with exceptional interpersonal skills; able to establish credibility and influence a wide range of stakeholders.
* Adept at navigating ambiguity and complexity across functions and regions to deliver strategic alignment and impact.
* Track record of managing multiple priorities effectively in fast-paced, dynamic environments, supported by strong organizational and project management abilities.
* Open to new ideas, quick to learn, and passionate about driving process enhancements and operational efficiency.
* Experience in change management and project leadership, particularly leading cross-functional HR initiatives with measurable outcomes.
* Excellent verbal and written communication skills, with the ability to adapt messaging to diverse audiences.
* Demonstrates a results-driven approach and a proactive attitude, consistently taking initiative to support business and team objectives.
* Strong ethical integrity, sound judgment, and dedication to creating an inclusive and respectful workplace culture.
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: $ 150,000.00 - $ 305,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-ApplyPayroll, Senior Associate
New York, NY job
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
The Sr. Payroll Associate is a key member of the HR Global Payroll team, responsible for supporting payroll processing across the Americas and Asia Pacific regions. Reporting to the VP, Global Payroll Manager, this role supports timely, accurate and compliant payroll operations for multiple countries, including system enhancements and process improvements.
Primary responsibilities (including the following, other duties may be assigned)
* Support the timely and accurate processing of monthly payrolls for 3-4 countries in the Asia Pacific region and operational support for payrolls in the Americas.
* Perform regular data and system audits to ensure data integrity and compliance.
* Collaborate with payroll team and vendors to identify system enhancements, formulate requirements and participate in testing.
* Partner with cross-functional teams (HR, Accounting, Finance, IT, etc.) to identify and implement process improvements, driving operational excellence and risk mitigation.
* Respond to payroll inquiries from management, employees and third party vendors in a professional and timely manner.
* Assist the Payroll Manager with Workday and ADP systems projects, including business process changes and system implementations.
* Stay current on payroll regulations, compliance requirements and best practices.
* Provide operational support during cross-training initiatives and payroll-related projects.
Qualifications
* Minimum of 4+ years of HR and international payroll experience, with specific experience in U.S. and Asia Pacific payrolls.
* Hands-on experience with payroll systems such as Workday Payroll, ADP Streamline and/or ADP Celergo; including exposure to system implementations and conversions.
* Strong analytical, organizational and problem-solving skills, with keen attention to detail.
* Self-motivated, proactive and capable of working independently in a dynamic environment.
* Excellent written and verbal communication skills, with the ability to collaborate effectively across global teams.
* Proficiency in Microsoft Excel (pivot tables, VLOOKUP, etc.).
* Demonstrated ability to handle confidential information with discretion and professionalism.
* Knowledge of payroll best practices, federal and state regulations.
* Strong interpersonal skills, negotiation abilities and adaptability.
* Experience with expatriate and partnership payroll administration a plus.
Education and Certifications
* Bachelor's degree preferred.
* Certified Payroll Professional (CPP) or similar HR/payroll certification a plus.
PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Hourly Rate Range: $ 48.08 - $ 54.09
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at ************ and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Auto-Apply2026 Summer Intern - Alternatives Asset Management Intern, US
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.
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Auto-ApplyAssociate, Specialty Finance
New York, NY job
New York Credit Funds Ref # 3629 Date published 22-Sep-2025 Associate, Specialty Finance New York, NY About Fortress Fortress Investment Group LLC is a leading, highly diversified global investment manager with approximately $53 billion of assets under management as of June 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
Fortress is seeking an Associate to join its Asset-Based Credit Group within the Credit Funds business. The Asset-Based Credit Group focuses on a broad mandate of investment opportunities across the capital structure in the specialty finance sector including consumer finance, commercial finance and other contractual cash flowing receivable assets. The team generally concentrates on lending against and acquiring assets originated by companies across these sectors. The investment model emphasizes deep industry and asset class specific research along with substantial data analysis as a backdrop to formulating opinions on attractive transactions and deal structures.
The Associate will join our New York office (in-person) and will be involved in all aspects of the investment process including research, financial modeling, legal documentation, due diligence and portfolio management. Experience with asset-based financing, structured credit and securitization required.
The Specialty Finance Associate will:
* Perform financial modeling, asset performance analysis and other data analytics, including pricing and comprehensive asset valuations.
* Develop quantitative asset based financial models and develop and maintain group asset databases. Strong proficiency with Excel is critical for success in the role.
* Perform comparative company and asset performance analysis to determine structure and project investment returns.
* Conduct detailed client and asset diligence.
* Prepare internal information and investment committee memoranda.
* Assist in the review of transaction-related documentation.
* Identify and research investment opportunities while assisting in maintaining portfolio investments.
* Provide oversight and input on transactions in portfolio and work with asset managers to actively manage and continuously assess risk and exposure across portfolio.
The ideal candidate will have:
* A bachelor's degree in finance, economics, mathematics, computer science or a related field is required.
* Minimum of 2-3 years of finance experience with direct exposure to asset-based transactions.
* A background in investment banking, securitization banking, asset-based finance, asset backed securities portfolio management or asset-based lending.
* Familiarity with securitization structures and the ability to analyze a specialty finance company and its assets.
* Sophisticated financial modeling and analytical capabilities using standard tools (e.g. Excel). Database and programming skills are a plus.
* Strong written and verbal communication skills.
* Self-motivated and driven with ability to work in a collegial, demanding, and dynamic environment.
The base salary range for this position is expected to be between $145,000 and $155,000.
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
155,000
Minimum Salary
145,000
Experienced Hire Opportunities
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.
Auto-ApplyQuantitative Rotational Intern Summer 2026
New York, NY job
Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
We are seeking a highly motivated Summer Quantitative Analyst to join in New York. The Summer Quant position will focus on Quantitative Analysis, Portfolio Analysis & Modeling to provide quantitative research, analysis and support to the Institutional Solutions, Specialty Finance, and Risk businesses. The internship will be 12 weeks in length, including six week rotations across each of two businesses for broad exposure to quantitative careers within the asset management industry.
Responsibilities:
Conduct generalist quantitative research using demonstrable market knowledge and intuition across multiple asset classes, including fixed income and equity markets globally, as well as alternative asset classes. Research will be academic and buy-side oriented.
Solve real world portfolio management problems in a largely autonomous fashion while collaborating with team members.
Translate academic and/or buy-side research into theses that are implementable and actionable.
Conduct statistical analysis and develop sophisticated quantitative financial models used for asset allocation and security selection.
Perform portfolio optimization, performance and attribution analysis, and portfolio risk (coherent measures) analysis.
Build financial models to perform back tests on asset allocation and security selection strategies.
Stay connected and current with academic finance research and developments and present findings to team members.
Prepare materials for presentations.
Help on daily portfolio management tasks in the areas of cash management, risk reporting and performance attribution.
Requirements:
Master's degree candidate in Financial Mathematics or related quantitative field or foreign equivalent.
Expected graduates in December 2026 or Spring 2027 only.
Strong statistical, econometrics and applied mathematics grounding.
Knowledge of fixed income and equity markets.
Passion for investing.
Experience developing quantitative models to evaluate the expected return and risk associated with portfolio management decisions is a plus.
Programming experience required; specific experience in Python, R, and SQLpreferred.
Excellent verbal and written communication skills.
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Compensation Details
The hourly rate for this role is $45. This is the hourly rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted hourly rate, and the hourly rate may be modified in the future. This hourly rate is only applicable for jobs to be performed in the job posting location.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com.
Learn about the Applicant Privacy Notice.
Auto-Apply