Invesco jobs in New York, NY - 174 jobs

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description About the Department / Team: Invesco is a well-established provider of separately managed account solutions through our Custom SMA platform. These solutions seek to provide investors with customizable and tax-efficient exposure to equity and fixed income asset classes. The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques and funding options. About the Role: The Client Portfolio Manager (CPM) acts as an integral part of the portfolio management team and possesses deep knowledge of capital markets and the team's investment philosophy and quantitative investment process. The CPM is regarded as a credible investor who acts as the primary interface between our client-facing teams and the investment team. The CPM interacts with the portfolio management team daily to understand past and current portfolio positioning, performance attribution, the rationale for specific holdings and portfolio activity, risk attributes, views of the team/asset class, and has primary responsibility for conveying this information effectively to retail and institutional clients including gatekeepers, research analysts, consultants, and internal colleagues. The CPM will maintain detailed knowledge of the competitive landscape/peer group, stay current on market trends and developments in all relevant distribution channels, and be able to clearly articulate what differentiates our products from the competition. The CPM acts in partnership with rest of the CPM team, the SMA team, marketing, and other relevant partners on business and marketing related projects. The result is a multi-faceted, dynamic, and challenging role that demands highly developed skills in communications, stage presence, relationship building, business acumen, and analytics. We hire highly engaged, confident individuals who are persistently curious, will not settle for average, and continually strive to improve themselves, their work, and their environment. Responsibilities of the Role: Grow and retain business by representing the investment team and key investment strategies to clients. Play a lead role in managing new business opportunities by working with the distribution teams to educate advisors, prospects, and investment platform gatekeepers on Custom Equity strategies - this includes participation in the RFP/RFI process and addressing ad hoc prospect questions. Participate in advisor pitches, due diligence meetings, and stand and deliver presentations as needed. Service existing clients via in-person meetings (on- and off-site), conference calls and investment committee meetings, as needed in place of Portfolio Managers. Provide portfolio updates and insights to drive client engagement and loyalty. Understand distribution opportunities in each channel and help shape product strategy with the Senior CPM and the product manager. Participate in the development of advisor-facing content, presentations, and research. This includes monitoring key investment and industry trends, working with research and product development and identifying issues and topics that leverage insights into the marketplace. Manage the ongoing internal and external experience for our products and work with Marketing to support product specific content. Present at Invesco roundtables and industry conferences. Build strong relationships with the Distribution teams supporting their efforts to execute and effective sales strategy. Support Distribution with training, large conferences, meeting support. Assist Sales with custom proposals for significant business opportunities and participate in client calls/meetings as needed. Liaise with the firm's various marketing and RFP teams to ensure all data and responses regarding a given product are accurate and appropriate. Assist with quarterly investment commentaries and regulatory commentary content. Requirements of the Role: Undergraduate degree required, preferably in business or related discipline. 5-8 years of investment-related client-facing experience. Proven success engaging and building relationships with wealth management advisors, gatekeepers, and investment due diligence teams. Experience working with advisors across all channels including wirehouses, RIAs, and independent advisory firms strongly preferred. Entrepreneurial spirit. The Custom Equity team is building upon a newer capability and growing quickly, so a successful candidate must have a desire for team success that allows her or him to identify, own, and solve problems. Technical skills, including strong understanding of quantitative investment processes, understanding of financial markets and economics, proficiency with Bloomberg, Microsoft Office, and other software products. Highly developed communication skills, both written and verbal, including the ability to simplify complex topics into understandable and compelling messages. Strong and influence management skills MBA/CFA a plus Series 7 and 63 or 66 required Regular travel required The salary range for this position in New York City and Seattle is $150,000 - $180,000 / year. The total compensation offered for this position includes salary and incentive pay and will vary based on skills, experience and location.Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity As the Institutional Financial Sub Advised and OCIO's salesperson you will be responsible for coverage of the investment plans in your region. This role will work closely with the institutional team including consultant relations, client service, client strategy and marketing teams as well as colleagues in investments including Client/ Portfolio Managers and other Investment team members of Janus Henderson. Primary responsibilities include creation & execution of a North America (US & Canada) channel to market strategy with a focus on growing the business and managing critical new clients. You will: + Develop and manage prospective client relationships and attract new assets through a consultative approach. + Maintain a high level of activity and be actively involved in presentations to prospective investors and the follow-up necessary to give investors comfort regarding the firm's experience and capabilities across the firm. + Appropriate investor targeting from established relationships and managing the evaluation of potential client relationships. + Provide information and support to consultant relations and client relationship management teams and coordinate sales activities with members of product management and consultant relations teams to develop new business relationships. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Significant experience in an institutional direct and consultative sales role at an investment management firm and be known for delivering and exceeding results against goal. + Experience with and contacts at financial (sub advised) and OCIO companies + Strong academic background, with a preference for an advanced degree such as an MBA or a professional certification such as the CFA. + FINRA Series 7 and 63 required. + Possesses broad knowledge of investment philosophies, processes, strategies and performance to demonstrate a credible, sophisticated depth of investment knowledge to clients and prospective clients. Nice to have skills + Able to develop deep relationships with key decision makers and senior client influencers, understand client issues and offer appropriate solutions. + Effective team player who can work in partnership with others at JHI to build and enhance JHI's reputation in the market Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $200,000-$215,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28th 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

The Investment Manager Services Division (IMS) at SEI is growing rapidly and is seeking new members within the Enhanced Middle Office Team supporting Treasury and Wire services. The Operations Analyst is responsible for ensuring the successful and accurate processing of daily wire payments on behalf of SEI's clients. You will interact with accounting, operations, as well as externally with clients and service providers. What you will do: As the record keeper for the fund, you will review and process trade related activities including: setting up of new funds, custody accounts and prime brokers, handle trade matching, trade break resolution and collateral wire movements. You will interact with clients and trading counterparties to resolve any trade discrepancies. You will assist accounting teams with trade discrepancies on a daily and monthly basis. You will communicate with appropriate internal teams or client teams if necessary to resolve open issues or questions as well as work with internal technology support and vendor support in resolving any production issues or other system support queries. You will keep up to date on industry initiatives. You will review trade and collateral documentation and ensure accurate and timely reporting of activity. You will assist in the implementation of new clients. You will execute daily reviews and controls. You will participate in the testing of new releases/system enhancements. You will analyze and documenting system issues and gaps. We want you to succeed and look for future solutions! Through attending and participating in various IMS and corporate professional development sessions, you will acquire the tools to identify processes across the division and organization as well as opportunities to streamline for our clients. We see your role as a partnership to our business and want recognize your contributions. What we need from you: BA / BS in Accounting, Finance, Economics, Mathematics, or equivalent professional experience. Internship experience preferred. Intermediate skills in Microsoft Excel. The self-motivation, organization and drive to complete multiple client deliverables in a timely manner without sacrificing excellence or quality. Strong written and verbal communication skills as you will primarily support your clients through email and/or phone calls. Strong customer service skills as you will be communicating daily with your clients and other service providers. What we would like from you: A drive to learn new systems and concepts to ultimately have a broad knowledge of the industry. Must have entrepreneurial spirit and willingness to take on additional responsibility. Collaboration with internal and external stakeholders. As the needs of our clients change, we need to be flexible to change with them. Positivity and genuine interest in assisting both colleagues and clients. Curiosity and critical thinking: Whether it's to identify a solution to a problem or possibly help implement a more efficient process or procedure, your skills have a place in our business. Regular and reliable attendance in accordance with position, business and/or client needs. Someone who will embody our SEI Values of courage, integrity, collaboration, inclusion, connection and fun. Please see our website for more information. ********************* Compensation: The base salary pay for this role is $68,950-$83,000 per year. For this position, SEI is not hiring individuals who require sponsorship for employment or continued employment now or anytime in the future. SEI's competitive advantage: To help you stay energized, engaged and inspired, we offer a wide range of benefits including comprehensive care for your physical and mental well-being, a strong retirement plan, tuition reimbursement, a hybrid working environment for most roles, support for working parents and flexible Paid Time Off (PTO) so you can relax, recharge and be there for the people you care about. Benefits include healthcare (medical, dental, vision, prescription, wellness, EAP, FSA), life and disability insurance (premiums paid for base coverage), 401(k) match, education assistance, commuter benefits, up to 11 paid holidays/year, 16 days PTO/year pro-rated for new hires which increases over time, paid parental leave, back-up childcare arrangements, paid volunteer days, a discounted stock purchase plan, investment options, access to thriving employee networks and more. We are a technology and asset management company delivering on our promise of building brave futures (SM)-for our clients, our communities, and ourselves. Come build your brave future at SEI. SEI is an Equal Opportunity Employer and so much more… After over 50 years in business, SEI remains a leading global provider of investment processing, investment management, and investment operations solutions. Reflecting our experience within financial services and financial technology our offices encompass an open floor plan and numerous art installations designed to encourage innovation and creativity in our workforce. We recognize that our people are our most valuable asset and that a healthy, happy, and motivated workforce is key to our continued growth. At SEI, we're (literally) invested in your success. We offer our employees paid parental leave, back-up childcare arrangements, paid volunteer days, education assistance and access to thriving employee networks. SEI is an equal opportunity / affirmative action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. AI Acceptable Use in the application and interview process: SEI acknowledges the growing integration of artificial intelligence (AI) tools into individuals' personal and professional lives. If you intend to incorporate the use of any AI tools at any stage of the application and/or interview process, please ensure you have reviewed and adhere to our AI use guidelines.

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description The department: Invesco is looking to add a New York-based Associate or Analyst to its Middle-Market Direct Lending Group for an immediate start. The Middle-Market Direct Lending Group currently operates as an independent team of eleven experienced investors within Invesco's $49 billion Private Credit platform. The Group primarily focuses on directly originated, private debt investments private-equity backed middle market companies in the form of senior secured cash flow-based loans and may also invest, to a lesser extent, in second lien loans, junior capital investments and equity co-investments. The new hire will join at a time of significant growth for the Group and individual opportunity for strong upward mobility as the Group recently launched multiple funding vehicles. Your role: The candidate will support senior Direct Lending deal team members in the assessment of new direct lending financing opportunities and in actively managing new and existing portfolio accounts. The candidate will play a pivotal role on the deal team through the preparation of credit proposals including company and industry analysis, capital structure analysis, cash flow projections and modeling, evaluation of management and sponsor quality, identification of key risks and evaluation of mitigating factors. You will be responsible for: Involvement in all aspects of evaluating, implementing, closing and monitoring private debt investments sourced by senior origination professionals. Assist in reviewing, analyzing and making recommendations on new financing opportunities incorporating data from Confidential Information Memorandas, Management Presentations and other presentation and diligence items. Build highly customized cash flow models to understand historical and projected cash flows and service indebtedness under a variety of different scenarios. Support the due diligence process, including (but not limited to) preparing due diligence lists, synthesizing data room materials, reviewing third-party consultant reports, understanding macro-level and/or industry trends, performing valuation analysis, participating in due diligence discussions with management and/or private equity firms and other analysis that may be important to making a highly informed investment decision Support the preparation of the Investment Committee materials, which will include an analysis of key due diligence findings, a supportable investment thesis, a discussion of investment risks and other information to support the investment recommendation. Perform ongoing monitoring and review of existing transactions including historical financial inspection, cash flow modeling, industry analysis and assessments, and maintaining and strengthening borrower and sponsor relationships. Help prepare presentations for meetings with clients Assist in workstreams associated with capital raising activities, which may include preparing marketing presentations, assisting with due diligence process and other activities related to legal documentation, internal approvals and compliance. The experience you bring: Bachelor's Degree required, other designations (CFA or CPA candidates) helpful 1-3 years of work experience in a credit or private equity related role. Strong preference for direct lending, private credit, leveraged finance in bank or equity investment experience in middle market companies. Aptitude for detail and a strong dedication to accuracy. Ability to distill key information from a wide data set. Excellent verbal and written communication skills and effective interpersonal skills. Excellent quantitative and qualitative analysis and financial modeling skills. Proficient user of Microsoft Office, Excel and Word and Bloomberg. Self-motivated, multi-tasker with the ability to work independently and follow through on projects. Team Oriented The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York is $140,000 to $150,000 annually. Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) YesWorkplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

As one of the world's leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work, intelligent colleagues, and exposure across a global footprint, come explore your potential at Invesco. What's in it for you? Our people are at the very core of our success. Invesco employees get more out of life through our comprehensive compensation and benefit offerings including: Flexible paid time off Hybrid work schedule 401(K) matching of 100% up to the first 6% with a discretionary supplemental contribution Health & wellbeing benefits Parental Leave benefits Employee stock purchase plan Job Description: Supports a wide range of activities supporting firm and business unit needs, including administrative support. Provides administrative and secretarial support to management teams or product areas. Uses business software applications to prepare correspondence, reports, minutes, etc. Receives, screens and directs incoming calls, visitors, mail and email. Arranges business travel, coordinates meeting arrangements and tracks expenses. Key Responsibilities / Duties: · Calendaring - booking meetings between team members, or coordinating client visits. · Booking travel (US & International) and managing any disruptions · Expense Reporting - completing business expense reports · Office Management - assisting when visitors come into the office, both internal and external · Managing catering and restaurant reservations · Other general business needs - client database management, committee presentations · Backing up current admin with senior leadership schedule & travel. · May act as an informal resource for Team members with less experience Work Experience / Knowledge: · History in Administration work is a plus but not required. · Applies knowledge of how the Team integrates with other Teams to achieve objectives · Receives general supervision on new assignments, no supervision on routine tasks · Impacts the Team's results through the quality and effectiveness of own work Skills / Other Personal Attributes Required: · Passion for helping others · High-quality work ethic · Dedicated to the position and team · An excellent communicator, not afraid to ask questions, works to ensure effective coordination of information · Excited to learn and move projects forwards. · Notary a positive. The total compensation offered for this position, which includes salary and incentive pay, will vary based on skills, experience and location. The salary range for this position in New York City is $80,000 to $95,000 annually. Full Time / Part TimeFull time Worker TypeEmployeeJob Exempt (Yes / No) NoWorkplace Model Pursuant to Invesco's Workplace Policy, employees are expected to comply with the firm's most current workplace model, which as of October 1, 2025, includes spending at least four full days each week working in an Invesco office. This reflects our belief that spending time together in the office helps us build stronger relationships, collaborate more easily, and support each other's growth and development. The above information on this description has been designed to indicate the general nature and level of work performed by employees within this role. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. The job holder may be required to perform other duties as deemed appropriate by their manager from time to time. Invesco's culture of inclusivity and its commitment to diversity in the workplace are demonstrated through our people practices. We are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, gender, gender identity, sexual orientation, marital status, national origin, citizenship status, disability, age, or veteran status. Our equal opportunity employment efforts comply with all applicable U.S. state and federal laws governing non-discrimination in employment.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity + Supports strategic growth of an asset class, region or client channel + Drives growth & business planning of pre-agreed products in region/channel in partnership with sales team and Client Portfolio Manager (CPM) owners + Understands investment process and macro content to drive growth across broad set of products + Servers as an asset class expert with technical skills, bringing Portfolio Construction Strategy (PCS) elements to the fore; and serve as an important aide to their Distribution partners + Works closely with CPMs and Product Specialists to refine product expertise and ensure awareness of product performance and drivers + Drive new sales through extensive travel in market + Significant client prospecting + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them + Executive Presence - able to interact with advisors and company executives at all levels + Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently + Investment Knowledge - deep understanding of specific asset class and/or region, including the impact of macro environment + Data Assessment - able to use market data to inform business decisions and client communications + Partnership - able to partner with CPM, Product Specialists and Distribution teams, able to listen and communicate effectively for different audiences to build trust + Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams + Travel - role will require substantial travel within markets which may be as much as 60% Nice to have skills + CFA or CIMA preferred Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $190,000-$200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-SW1 #LI-Hybrid Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Job Title: Northeast & South Region Sales Leader - Wealth Management Job Description Summary: The Region Sales Leader at Northern Trust Wealth Management is responsible for driving growth, building a high-performing team, and leading sales operational excellence across their team and the region. The role works directly with Region Presidents and senior leaders to develop and execute growth strategies specific to their markets. The Sales Leader combines strategic vision with hands-on leadership to translate business objectives into actionable plans, foster a culture of accountability and collaboration, and ensure consistent execution that delivers measurable results for clients and the organization. Job Responsibilities: Growth Architecture * Develop growth plans in collaboration with Region Presidents and senior leaders that align to Wealth Management's strategic priorities and utilize the Global Sales Organization's growth framework * Identify new market opportunities and design go-to-market plans to capture share. * Build strategic partnerships and foster relationships with key stakeholders to expand reach. * Analyze market trends and competitive landscape to inform decision-making. Sales Excellence * Drive consistent achievement of sales targets and profitability goals. * Lead implementation of enhanced sales processes, tools, and methodologies to optimize performance. * Monitor pipeline health and forecast accuracy, ensuring timely reporting and insights. * Champion client-centric selling and ensure alignment with Northern Trust brand. Leadership & Coaching * Lead, mentor, and develop a team of sales professionals to maximize potential. * Foster a culture of accountability, collaboration, and continuous improvement. * Provide regular coaching and feedback to enhance individual and team performance. * Conduct ongoing external talent mapping and develop hiring pipeline. * Lead team in alignment with Northern Trust culture behaviors. Operational Execution * Ensure appropriate sales incentive management and allocation based on performance. * Drive compliance with FINRA, SEC regulations and fiduciary responsibilities. * Oversee operational processes including territory planning, resource allocation, and expense management. * Leverage data-driven insights to improve efficiency and effectiveness. * Collaborate cross-functionally with Wealth Management practices, Marketing, Finance and others to deliver seamless execution. Knowledge & Skills: * Broad industry and fiduciary product knowledge. * Understanding of estate and tax planning regulations. * Strong analytical, strategic thinking, and problem-solving skills. * Excellent communication, negotiation, and relationship-building abilities. Education & Experience: * College degree and/or relevant financial services experience. * Proven track record of delivering revenue growth and building high-performing teams. * Leadership experience in Wealth Management sales highly valued. * Industry credentials (CFA, CFP, CPA, CPWA, CIMA) preferred. * Series 7, 63, and 24 licenses required. Salary Range: $197,455 - 345,575 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity The Head of Whole Loan Operations and Transaction Management will oversee and manage the entire lifecycle of loan transactions, from pre-transaction due diligence to final settlement and closure of acquisitions. This pivotal role serves as the primary internal coordinator for whole loan transactions, managing logistics and liaising with vendors and counterparties. Transaction Management: + Oversee all aspects of transaction workflow, ensuring seamless execution from initiation to settlement. + Act as the primary internal point of contact to coordinate processes and manage logistics with internal and external stakeholders. Vendor and Counterparty Coordination: + Manage relationships with third-party due diligence vendors, warehouse/repo counterparties, and securitization counterparties. + Organize and oversee due diligence activities, servicing transfers, loan document transfers, and operations between internal teams, vendors, servicers, and custodians. + Ensure compliance with transaction terms through effective management of bailee letters, custodial reports, exception reports, trust receipts, and other relevant documentation. + Coordinate with lending counterparties to ensure that pools comply with warehouse facility terms. + Maintain strong relationships with vendors to ensure high-quality service delivery. + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Capable of managing complex processes and relationships in a dynamic environment. + Proven track record in transaction management and residential whole loans. Nice to have skills + Highly organized and detail-oriented individual with strong communication skills Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses For those in scope of Knowledge & Competence (MiFID II) + Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets + Understanding of issues relating to market abuse and anti-money laundering + Annual attestation Compensation information The base salary range for this position is $170,000 - $190,000. This range is estimated for this role. Actual pay may be different. This role will remain open until February 28, 2026. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

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

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity + Expertly deliver practice management and leadership content to our clients, colleagues and partners in a compelling, entertaining and educational manner + Provide strategic and tactical support in identifying, designing, developing and executing practice management program/content, effective communication, sales strategy, teaming, and leadership programs + Provide input on practice management, teaming, and client service concepts that demonstrate the Firm's thought leadership in these areas + Enhance the business practices of financial intermediaries at client companies using the both the content described above as well as cutting edge content from external providers which includes executive teams as well as advisors + Provide coaching and training to sales staff on training content and delivery + Partner with Programs Marketing Group to create all program materials, including presentations, white papers, and follow-up materials while collaborating with field leadership soliciting their input + Identify program topics by analyzing industry trends, meeting with industry and academic thought leaders and evaluating suggestions from sales staff + Develop specific project plans, plans resources, and establishes project schedule to meet the needs of the specific business unit + Serve as SME for internal and outsourced white papers, programs for business unit(s) and contribute to promoting programs through articles, videos, and proactive contact with field teams + Perform ongoing business analysis of the industry, identifies trends and potential short- and long-term program needs + Research and select appropriate methods, materials, technologies, content, and resource delivery for each project + Manage relationships with certain program consultants, and oversees externally developed and administered materials and programs + Maintain methods for the evaluation of program effectiveness, measuring effectiveness in the field and coordinates efforts in continually improving practice management programs + Carry out other duties as assigned What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + 10 years' experience, with coaching, facilitation and or marketing in the financial services industry + Four years' experience developing training programs required + Bachelor's degree required + Expert facilitation and presentation skills with a variety of audience sizes, channels and topics + Competency in different coaching modalities and techniques with the expectation to earn your ACC certification through the ICF within 12 months + Proven ability to develop effective client presentations + Strong interpersonal skills and a strong desire and capability to forge relationships with sophisticated and accomplished financial advisors + Strong verbal and written communications skills + Ability to provide strategic as well as tactical input to projects, and to conceive how desired results drive design/ positioning as well as direct tactical execution of materials + Knowledge of learning methods and techniques for structuring programs and be creative, demonstrating ability to contribute to curriculum design + Familiarity with Kirkpatrick's four levels of assessment Nice to have skills + Master's degree, such as MBA, preferred + Graduate work in leadership training and coaching strongly preferred + Balances Self-Management with adherence to home office directives + Self-reflective, open to feedback and change + Strong computer skills, including MS Word, Excel, PowerPoint and Outlook + Knowledge of company products and the mutual fund/financial services industry, including financial markets and distribution of financial products Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $175,000 - $200,000. This range is estimated for this role. Actual pay may be different. This position will be open through February 28, 2026. Colorado law requires an estimated closing date for job postings. Please don't be discouraged from applying if you see this date has passed. #LI-SW1 At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request, we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at ****************************. Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman's resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships. **Responsibilities** + Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients + Leverage data and field knowledge to optimize and scale territory coverage + Engage clients through service to deepen and expand existing relationships + Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the "next best step" and collaborate to leverage Neuberger Berman resources where appropriate + Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities + Align with home office coverage to prioritize Neuberger Berman's resources for relevance across partner firms and advisor segments + Scale the allocation of firm resources with a focus on driving leverage + Build brand and deepen advisor relationships through consistent, value-added engagement. + Primarily engage with clients remotely, with potential for in-territory travel + Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement **Qualifications** + Minimum of five years' experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage) + Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team + Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management + Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time + Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment + Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust client management process + Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level + Demonstrable leadership capabilities and a self-starter mindset + Ability to coordinate client engagement across multiple territories and manage relationships across various roles and seniority levels-both internally and externally + Self-motivated and team-oriented + CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred + Series 7, 63/65, or 66 required (or obtained within 6 months of hire) \#LI-JG3 \#LI-Hybrid Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $185,000-$200,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

We are seeking a seasoned and proactive individual to join Investment Team Support to lead a high-performing function within the Public & Private Markets, with a primary, end-to-end focus on Blackrock's Aladdin. This global role will serve as the primary operational partner and escalation point for all Investment Teams, including Equities, Fixed Income, Loans, Liquidity, and Multi-Asset strategies across workflows, data, controls, interfaces, and analytics. This team is the operational front line, aligned to Investment Teams and Traders to provide high-touch support, proactively monitor servicing, and resolve front-to-back issues impacting execution, risk, performance attribution and reporting. The role centralizes Aladdin problem-solving, builds operating playbooks, and drives change management for platform and regulatory/process updates, partnering closely with Middle Office, Custodians, Brokers, Technology, Compliance, and Risk. Responsibilities Include: + Provide dedicated operational support to investment product/strategy across asset classes with end-to-end Aladdin ownership. + Serve as operational oversight of portfolio-level data and controls for Investment Teams and Traders within the Aladdin ecosystem (orders, compliance, allocations, trades, positions, pricing, analytics, reconciliations, interfaces, and start-of-day publishing). + Anticipate PM needs and resolve Aladdin-centric workflow issues; translate requirements into Aladdin configurations and controls. + Lead incident management (triage, RCA, remediation, stakeholder communication) and post-incident trend analysis to strengthen Aladdin controls. + Streamline operations and enhance controls using Aladdin data/technology; define KPIs/SLAs and publish actionable scorecards to senior management. + Drive UAT, training, and adoption for Aladdin platform changes and regulatory/process transformations. + Foster a culture of ownership, client focus, and continuous improvement; allocate resources to support changing priorities. + Build deep relationships with PMs, Traders, Operations, Compliance, Technology, and Risk; represent investment teams in process, regulatory, and platform forums. + Lead resolution efforts for operational issues with an Aladdin focus, working cross-functionally with Middle Office, Custodians, Brokers, Technology, and Compliance teams. + Foster a culture of ownership, client focus, and continuous improvement across Aladdin-enabled workflows. + Serve as a trusted advisor, ensuring investment teams receive timely, high-quality Aladdin support. + Represent the voice of the investment teams in forums related to process improvement, regulatory change, and platform transformation. Qualifications: + 10+ years of experience in investment operations, front-office support, or middle office roles at a global asset manager or financial institution. (Buy Side experience is a must have) + 5+ years of end-to-end Aladdin expertise across order management, compliance, trade lifecycle, positions/pricing, analytics, reconciliations, interfaces/integrations, and start-of-day publishing; complementary experience with CTM, WSO, GTSS, CLS, Bloomberg, and FactSet. + Ability to translate PM requirements into Aladdin configurations, workflows, and controls. + Proven leadership running front-to-back support across multiple strategies and asset classes. + Deep knowledge of investment vehicles including pooled funds, institutional mandates, and separately managed accounts (SMAs). + Extensive experience with trade management workflows, regulatory reporting, incident oversight, and operational KPIs/SLAs; ability to define and publish Aladdin-centric scorecards. + Experience with global standards, broker/custodian practices, and control frameworks; audit readiness and remediation in Aladdin-enabled workflows. + Data-driven approach to identifying trends, managing performance, and enhancing operational resilience; advanced Excel and familiarity with SQL/BI tools (Tableau/Power BI) for KPI dashboards. + Exceptional communication and stakeholder management; comfort engaging PMs and senior leadership during incidents and change events, operating in a global, time-sensitive environment. Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. \#LI-DD2 \#LI-Hybrid Compensation Details The salary range for this role is $130,000-$170,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

Headquartered in New York with international offices in London, Hong Kong, and Tokyo, our Global Equity Research group provides in-depth sector and macro expertise to identify investment recommendations and emerging industry trends for a range of portfolios and equity products. Through Global Research Strategies, the Global Equity Research group also manages assets in-house to propel core and thematic portfolios addressing cutting-edge investable concepts. To accomplish our shared goals, our team employs deep, fundamental research on hundreds of companies; leverages analysts' strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and liaises with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations. Our Research Associates also work in close partnership with our Data Science team, where our in-house engineers distill and discern unique datasets to corroborate our fundamental work. As an active manager, Neuberger Berman believes that engaging with issuers on financially material topics can improve their performance and reduce their risk profile. We believe that engagement is the responsibility of each investment team as part of their ongoing dialogue with management. Our Stewardship and Sustainable Investing Group (SSI) supports the Global Equity Research Team with these efforts with top-down expertise. **Primary Responsibilities:** The Research Associate will be a valuable partner to our Global Research team in idea generation, conducting due diligence on potential investments, and monitoring current positions across the Business & Information services sector. The Research Associate will have regular communication with management teams, industry experts, sell-side analysts and portfolio management teams; primary research via channel checks, field research, surveys, or other methods; and Data Science integration supported by those respective teams. Neuberger Berman prides itself on a culture that rewards rigorous analysis, challenging dialogue, and professional and personal respect through robust opportunities for internal advancement. High-performing Research Associates can progress to portfolio management within Research or on one of the portfolio management teams, depending on interest and suitability. **Experience & Skills Qualifications:** + Strong academic credentials + Minimum of 5 years of investment banking, sell-side or buy-side research experience in Business & Information Services + Passion for investing and the markets + Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through + Proficient in advanced skills with Microsoft Office, especially Excel + Strong analytical and presentation skills. Excellent verbal and written communication skills + Capable of working independently and as part of a team + Hard-working, motivated, enthusiastic, and personable with strong communication skills + Must be able to provide strong personal and professional references + Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets + Enjoys collaborative projects and being part of a team Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. \#LI-LN1 \#LI-Hybrid Compensation Details The salary range for this role is $145,000-$195,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Your opportunity We are seeking an experienced quantitative professional to join our residential mortgage whole loan acquisition and portfolio management team. This role will focus on modeling, analytics, and data integration to support trading, structuring, and risk management decisions. The ideal candidate will combine deep mortgage market knowledge with strong quantitative skills to forecast borrower behavior, optimize portfolio performance, and enhance analytical infrastructure. Key Responsibilities Behavioral Modeling & Forecasting + Develop and maintain borrower performance models, including default, delinquency, and prepayment curves for pools of residential mortgage loans. + Create and calibrate S-curves and other behavioral models to capture sensitivity to interest rates, credit attributes, and macroeconomic factors. + Conduct scenario and stress testing to assess portfolio resilience under varying market conditions. Portfolio Analytics & Structuring + Perform levered cash flow modeling for whole loan pools and securitization structures. + Evaluate relative value across loan cohorts and securitization tranches using tools such as Intex, Yield Book, and internal models. + Support portfolio managers in trade structuring, hedging strategies, and P&L attribution. Data Management & Integration + Manage large, loan-level datasets and ensure data integrity across acquisition, surveillance, and reporting workflows. + Integrate data into internal systems and visualization platforms such as Snowflake, Power BI, and Tableau. + Collaborate with technology teams to enhance automation and scalability of analytical processes. Risk & Performance Monitoring + Track portfolio performance against expectations and market benchmarks. + Partner with risk management to design and implement hedging programs and monitor exposure metrics (duration, convexity, spread risk). Market & Research + Track all recent whole loan market activity and color. + Stay current on mortgage market trends, regulatory developments, and investor behavior. + Contribute to research initiatives on borrower behavior, housing economics, and securitization structures. What to expect when you join our firm + Hybrid working and reasonable accommodations + Generous Holiday policies + Paid volunteer time to step away from your desk and into the community + Support to grow through professional development courses, tuition/qualification reimbursement and more + Maternal/paternal leave benefits and family services + Complimentary subscription to Headspace - the mindfulness app + Corporate membership to ClassPass and other health and well-being benefits + Unique employee events and programs including a 14er challenge + Complimentary beverages, snacks and all employee Happy Hours Must have skills + Education: Master's or Ph.D. in a quantitative discipline (Finance, Economics, Statistics, Mathematics, Physics, Engineering, or related field). + Experience: Minimum 5 years in mortgage analytics, quantitative research, or portfolio modeling within an asset manager, hedge fund, bank, or rating agency. + Technical Skills: + Proficiency in cash flow modeling and loan-level analytics. + Advanced knowledge of Intex, Yield Book, and other mortgage analytics platforms. + Strong programming skills in Python, R, or SQL for data manipulation and model development. + Familiarity with Snowflake, Power BI, and Tableau for data integration and visualization. + Domain Expertise: Deep understanding of residential mortgage products (Prime, Non-QM, Jumbo, second liens, HELOCs), borrower behavior, and securitization structures. + Soft Skills: Excellent communication, ability to present complex analytics to senior stakeholders, and collaborative mindset. Supervisory responsibilities + No Potential for growth + Mentoring + Leadership development programs + Regular training + Career development services + Continuing education courses Compensation information The base salary range for this position is $180,000 - $210,000. This range is estimated for this role. Actual pay may be different. This role will remain open through the end of November, 2025. At Janus Henderson Investors we're committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from candidates from all backgrounds. Don't worry if you don't think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can't accommodate every flexible working request we're happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at **************************** . #LI-CH2 #LI-Hybrid Annual Bonus Opportunity: Position is eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

What is the opportunity? This is a unique opportunity to work closely with the Head of AI & Digital Strategy to develop and execute a comprehensive framework strategy to drive business growth and position RBC Capital Markets as an industry leader. As a strategic contributor, you will be responsible to engage with subject matter experts across business lines to assess transformational AI initiatives. Our goal is to increase productivity, generate new content and ideas and deliver value for our clients. Reporting to the Managing Director, AI & Digital Strategy, you will build stakeholder confidence, drive results, and unlock the full potential of this transformational program. This is a rare opportunity to lead at the intersection of technology, operational excellence, and business strategy on a global stage. What will you do? You will lead the development and execution of AI & Digital Strategy by: Developing and evolving our AI & Digital Strategy, in collaboration with stakeholders to drive alignment across lines of businesses. Assessing opportunities to reimagine workflows to increase productivity, generate new content and ideas to drive revenue growth. Establishing an operating model, prioritization framework, and approach to scale AI adoption. Actively engage with subject matter experts to develop business cases and drive decision making. Supporting execution in collaboration across teams to solve problems and drive progress. Scaling innovative platforms with cutting edge capabilities in partnership with the wider enterprise. Designing and implementing measures to track business outcomes to drive client impact. What do you need to succeed? 10+ years of demonstrated strategic thinking and problem-solving skills, with the ability to develop and execute a comprehensive strategy. Excellent communication, organization, and facilitation skills to engage with stakeholders across RBC Capital Markets and wider enterprise. Ensure alignment and consensus across lines of businesses, and technology teams to achieve the desired outcomes. Strong presentation, analytical and strategic planning skills, to design and build solutions in partnership with various teams across the organization. Ability to think critically and strategically, with a focus on driving client growth and positioning RBC Capital Markets as an industry leader. Strong leadership and influencing skills, with the ability to partner with senior leadership to drive transformational AI initiatives. Ability to stay current on developments and industry best practices on AI transformation and relevant topics. What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation. Leaders who support your development through coaching and managing opportunities. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Flexible work/life balance options. What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this position is $225,000 - $300,000 USD, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Client Counseling, Commercial Acumen, Communication, Decision Making, Group Problem Solving, Organizational Change Management, Professional Presentation, Strategic Thinking Additional Job Details Address: BROOKFIELD PLACE FKA 3 WORLD FINANCIAL CENTER, 200 VESEY STREET:NEW YORK City: New York Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: CAPITAL MARKETS Job Type: Regular Pay Type: Salaried Posted Date: 2026-01-10 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

Why work for us? A career at Janus Henderson is more than a job, it's about investing in a brighter future together . Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust If our mission, values, and purpose align with your own, we would love to hear from you! Janus Henderson Investors US, LLC seeks a Quantitative Analyst in New York, NY to develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments. Develop systematic credit alpha signals to be implemented in both systematic and traditionally fundamental portfolios, use large language models to analyze and build signals based on natural language documents and company filings, and contribute to the design and creation of a quant scoring framework to systematically analyze the entire universe of corporate debt issuers. Help design and launch new investment products based on this quant framework and develop models and tools to help fundamental credit research analysts generate insight into sectors and companies. Remote work permitted 2 days a week. Requirements: Master's degree in quantitative finance, computational finance, or a related field, plus 3 years of experience. Required skills: fixed income portfolio optimization and asset allocation; quantitative research and strategy for asset classes such as high yield or corporate credit; developing and back-testing quantitative strategies for trading portfolios, leveraging machine learning to develop new pricing and alpha models; quantitative strategies for bond analytics; and programming using Python, R, Matlab, and SQL tools to analyze data and build simulations. *Required skills do not need to be maintained for the full period of required experience*. Salary range:$125,000 - $150,000. To apply, please visit ******************************************************* (Job Req # 31101) #LI-DNI Annual Bonus Opportunity: Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance. Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here (**************************************** . Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

The Consultant Database Team is a centralized center of excellence within the Marketing Group, responsible for supporting the firm's marketing and sales efforts through the distribution of content and data on the firm's strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support functions to meet clients' needs for accurate and timely product and firm information. We are seeking an analyst to support content relating to equity, fixed income and multi-asset strategies. The ideal candidate has a strong desire to collaborate effectively, deliver high-quality content, and contribute to process improvements. **Responsibilities:** + Apply strong data management skills to aggregate investment strategy data (performance, characteristics, AUM, personnel) while ensuring quality-control standards are met + Complete consultant-driven questionnaires and requests regarding investment products on a monthly or quarterly basis + Review Neuberger Berman product profiles in consultant databases for accuracy, and ensure that product narratives (e.g., investment summary, investment philosophy) are up to date and consistent with approved language + Contribute to process improvements that enhance efficiency by identifying bottlenecks, proposing incremental enhancements, and assisting with implementation; leverage approved AI tools to automate repetitive and manual tasks + Develop a working understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information + Collaborate with various internal teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance, Reporting, etc. **Requirements:** + Undergraduate degree in finance, business, or related major preferred + 0-2 years of experience, preferably at an asset management firm + Excellent time-management, planning and organizational skills; ability to manage multiple deadlines + Strong written and verbal communication skills, ability to work effectively with senior sales professionals, portfolio managers and subject matter experts. + High level of accuracy, attention to detail, and commitment to data quality + Proficient in Microsoft Excel, Word and PowerPoint; familiarity with collaboration tools and workflow trackers a plus + Experience populating consultant databases and/or working with platforms such as eVestment Analytics a plus + Familiarity with AI productivity tools and comfort using them to draft, summarize, validate, and organize content \#LI-MB1 \#LI-Hybrid Compensation Details The salary range for this role is $65,000-$80,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************

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

Mesirow Financial is an independent, employee-owned firm founded in 1937. As specialists in investment, risk management and advisory services, we are committed to helping our institutional, corporate and individual clients achieve their objectives. Our Institutional Sales and Trading group is comprised of over 100 dedicated traders, salespeople and analysts highly specialized in a variety of sectors of the fixed income market. We provide institutional investors with enhanced market coverage through national sales and trading locations and are recognized as one of the nations' most established and experienced participants in the fixed income markets with annual secondary trading volume of more than $149 billion and $395m in average volume of secondary trading positions. The Opportunity We are currently recruiting for a Managing Director; Institutional Salesperson focused on CMBS Products to join our team. Proven performance track record and deep, sustainable industry relationships. This key hire will possess excellent client presentation and communication skills combined with self -motivation, excellent business development acumen and an ability to thrive in a fast-paced, constantly changing and entrepreneurial environment. We are looking for someone to be based out of our primary office locations Chicago, New York, or Stamford. Requirements * Bachelor's degree, * Series 7 & 63 licenses * A successful performance record of consistently generating * Exceeding revenue targets at a top brokerage firm * An ability to travel as needed to client locations and represent the firm at clients /Industry events as requested In accordance with local state Pay Transparency Law, the anticipated hiring base salary for the role will be between $100,000 and $150,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, also provides the opportunity for a commission/bonus and the Mesirow benefit program. EOE