Manning & Napier jobs

As a Wealth Management Consultant, you will provide a centralized financial planning support role in the overall delivery of our Wealth Management efforts. Essential aspects of the role include engaging clients and prospects in the financial planning process, assisting colleagues in the creation of wealth management plans, regular use of financial planning tools to create client reports, and researching wealth management/planning topics for both internal and external communication. This is not a sales position. You will report to the Managing Director of Advisory Services Responsibilities Work with members of your team to complete comprehensive financial plans for clients Become proficient in the use of our financial planning applications and resources Help train our Financial Consultants and Relationships Managers on the use of financial planning tools Research relevant financial planning topics and present on those topics Provide analytical insight, conduct research, and write articles, blog posts, and other content that can be distributed to clients and prospects Help track our Wealth Management efforts and usage of our financial planning tools Coordinate Salesforce efforts with the Marketing and Client Services departments Attend client meetings as needed Qualifications Bachelor's degree 3+ years of experience CERTIFIED FINANCIAL PLANNER™ designee or professional Experience working directly with clients Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Compensation: $70,000-$80,000 expected base salary

Who We Are: NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance who has also earned the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: ******************** Summary: This is a support role, requiring the senior coordinator to assist the account teams by providing basic administrative and support functions in the team's day-to-day servicing of clients. While in this role, the Senior Coordinator is beginning to have client contact, via more senior team members. They may join meetings and client calls but will be responsible for listening, taking notes and providing follow up to the team. In this role, the Senior Coordinator will begin to learn the functions of the Account Manager, most specifically, begin to get exposure to the RFP process, and continue to expand upon their industry knowledge through special projects as directed by senior team members. Ideal experience includes several years of Commercial Lines experience in a servicing support, administrative or operations function; servicing Private Equity clients is a plus. This is a full-time role with a hybrid schedule based in our Plainview, NY. Working in the office at least 2 days a week is required (other days from home) and is essential for fostering interaction and facilitating career development. Being in-office allows for spontaneous collaboration, immediate feedback, and stronger team relationships, all of which are crucial for your professional growth and success. When working from home, you must maintain a private workspace to secure company equipment and correspondence; maintain high-speed internet, be present and responsive online and minimize personal interruptions during your work shift. Essential Duties and Responsibilities: Must be a self-starter, imaginative and creative with good communication skills, both verbal and written. Minimum of two years of experience in a similar position consisting of administrative, operations or client servicing is desirable. Exceptional written, oral, and interpersonal communication skills. MS Office skills, including Excel, Word, PowerPoint, Outlook and Teams. Excellent calendar management skills with meeting planning experience. Ability to work both independently and within a team environment. Attention to detail and follow-through; maintains a sense of urgency. Gain exposure to clients and carrier contacts; attend meetings and calls with the Account Management team. Assists the Account Management Team in preparing insurance for company proposal requests. Performs policy checking, completes coverage checklists and coverage recommendation letters. Creates and maintains client files in the Agency Mgmt System-EPIC. When an order comes in: verifies rates, adjusts for any additional premium and expedites invoice. Assists with billing questions from clients and insurance company personnel with assistance from the Accounting Dept. when necessary. Knowledge, Skills, and/or Abilities: Strong desire for a career in insurance and brokerage services Able to work hybrid from our Plainview, NY office and meet hybrid requirements Skilled and adaptable with technology and software Service-oriented and takes the initiative Stellar Work ethic and organizational skills Have a desire to learn and implement Have a blend of confidence and humility Have strong interpersonal communication and presentation skills Have a strong sense of team support and service Good written and verbal communication skills Self-confident to make sound independent decisions Ability to successfully interact with a variety of people Team player, adaptive to mentoring and continual learning Possess good analytical and problem-solving skills May be required to work overtime as necessary Able to work a weekly, hybrid schedule from our Plainview/Long Island, NY office Education and/or Experience: Two plus years of related P&C experience and/or related training. Experience servicing Private Equity (PE) clients a plus High School Diploma or equivalent is required. Additional education preferred Experience with EPIC or other agency management system required What We Offer: We're proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $55,000 - $65,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. NFP and You... Better Together! NFP is an inclusive Equal Employment Opportunity employer.

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About Your Role Bridgewater is seeking a proactive and strategic Talent Program Manager & Team Lead to design, run, and continuously improve talent programs across the investment landscape. This individual will set the vision for our programs in partnership with the Talent team, with direct responsibility to lead a small team (2-3 people) with the plan to grow into a management role. They will also be responsible for orchestrating strategic efforts across multiple stakeholders to ensure alignment, execution, and measurable outcomes. This is a hybrid project and program management role: part strategic partner, part operator. You will translate high-level talent strategies into clear, scalable programs, build processes and tools to drive execution, and ensure the team is delivering against priorities. You will also serve as the day-to-day oversight for the team, providing coaching, setting direction, and ensuring smooth collaboration across initiatives, with the opportunity to formally manage. You will be a click for the role if you: Thrive in ambiguous, fast-changing environments, adjusting as needed without losing momentum. Can translate strategy into action, turning talent priorities into clear programs, roadmaps, and processes. Are energized by owning complex projects and orchestrating stakeholders, timelines, and deliverables. Want to lead and manage a team while also being a hands-on operator. Have strong analytical chops to evaluate impact and spot gaps before they become issues. Communicate with clarity and influence, both in writing and verbally. Enjoy building machines, scalable processes, playbooks, and tools that keep programs running smoothly. You will drive the following responsibilities: Help shape program direction by partnering with senior stakeholders to define vision, priorities, and success measures. Lead the execution of investor talent programs (overseeing the budget for Internal Talent programs, onboarding, internship program, investment talent development, performance, succession) from design to delivery. Design and shape the full suite of investor talent programs, from welcoming and ramping up new hires, creating impactful internship experiences, building development opportunities, guiding performance conversations, and preparing future leaders through succession planning. Manage and coach a team of 2-3, shaping resourcing and staffing, ensuring alignment against top priorities, and providing strong execution oversight to ensure excellent outcomes. Analyze program effectiveness using data, feedback, and engagement metrics; propose improvements and new approaches. Design processes and tools that scale, reduce friction, and enable high-quality outcomes. Communicate progress and impact through decks, updates, and synthesis that engage and influence stakeholders. Identify and solve problems early, escalating risks and keeping initiatives on track. We are looking for candidates with the following minimum qualifications: 4+ years of experience in program/project management, organizational development, or related fields. Prior people management or team lead experience strongly preferred. Strong problem-solving and data analysis skills; able to bring structure to ambiguous challenges. Track record of successfully managing complex, multi-stakeholder projects. Exceptional written and verbal communication skills. Ability to operate independently, flex with shifting priorities, and balance strategic and tactical work. Physical Requirements: The anticipated onsite requirement for this role is four days per week in our New York City campus, with occasional travel to our Connecticut office required. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. In this role, you'll grow with us by: Sharpening your ability to navigate and solve tough problems, becoming more effective as you learn about your own strengths and weaknesses Taking on larger and more complex projects as you learn from your manager and master the day-to-day responsibilities of your job, having more impact through time Working within a department responsible for one of Bridgewater's top strategic priorities while getting to know different groups across the company - giving you a unique view of other Support & Coordination or Management roles you could explore in the future Compensation: The wage range for this role is $175,000 - $225,000 inclusive of base salary and discretionary bonus. The expected base salary for this role is between 80-90% of this wage range. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do not provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment for excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About Bridgewater's Asia Strategies Team The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region. Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China. About Your Role As a Commodities Research Associate on our Asia Strategies team, you will help Bridgewater invest in commodity markets, with a strong focus on agricultural commodities, based on a unique and differentiated view of both supply-demand fundamentals and Chinese market dynamics. You will build deep expertise in how agricultural prices - and shifts in those prices - impact broader commodity markets and macroeconomic forces such as growth and inflation. You will drive the following responsibilities: Partner with our investors to research questions on commodity markets and commodity-producing companies, with a specific focus on agriculturals, and turn that understanding into systematic trading strategies and investment advice for our clients Help build, maintain, and consistently refine commodity balance sheets; acquire and organize the production and consumption of trade data needed to support those balance sheets Manage and update key building blocks of understanding including data, models, and visualizations Monitor and raise observations about new or changing conditions in the world Access data and ingest them in a systematic way (strong technical aptitude and coding experience is a plus) We are looking for candidates with the following minimum qualifications: 4+ years of experience at a commodities trading house, research group, hedge fund, or merchant Proven track record trading agricultural commodities in onshore China (soybeans, rapeseed, palm oil, corn), ideally also with experience in softs (sugar, cotton) Fluency in Mandarin Strong work ethic, strong attention to detail, and demonstrated ability to achieve results and drive projects to completion Ability to multi-task, prioritize, and organize time effectively in a fast-paced, constantly changing environment Physical Requirements The anticipated onsite requirement for this role is four days per week. Candidates can be based in our New York City, Shanghai, or Singapore campuses. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you opportunities that will challenge you and unlock your potential. Compensation and Benefits The expected annual base salary for this position is $150,000-$300,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Get in the Game: Bridgewater and Metaculus - a leading forecasting technology platform - will be hosting our second annual Forecasting Contest in early 2025. The competition is open to anyone who shares our organizations' mutual passion for understanding the world through data, technology, and research, and using that understanding to make informed predictions about the future. You can sign up here to be the first to know when entries for the competition open.

The Client Reporting Associate will join a seasoned nine-person Wealth Advisor Team with over $4 billion in assets under management within Neuberger Private Wealth Management business. The candidate will support the production of client performance reports including scheduled and ad-hoc requests. Additionally, candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients. Responsibilities Client Reporting Assist generating customized quarterly reports and analysis, in accordance with established industry and firm standards and requirements Collaborate with Reporting and Technology teams to resolve reporting issues as they are identified Aggregate Private Equity Capital Call and Distribution notices and confirm internal systems accurately reflect Private Equity activity Support client requests for statements and tax documents including 1099's and K1's Client Servicing Perform account maintenance including but not limited to; funds disbursements, name/address changes, gifting securities, ACATS and DTC transfers, cost updates, and billing/fees Regular and proactive contact with clients regarding new account documents, account updates, checks and wires, trade activity, transfers, statement inquiries, fees, online access, etc Initiate new account opening process through centralized Private Client Services Team Act as a liaison between Wealth Advisor, Neuberger Berman Portfolio Managers, Asset Management Business Control (AMBC), the Private Wealth Investment Group and internal and external operational groups Monitor account activity including trades, cash flow, debits, margin, tech shorts, performance, transfers, allocations, fees etc. by utilizing various in-house portfolio systems Maintain account information and new business pipeline in Salesforce database Qualifications 3+ years' experience in Financial Services, ideally within a finance, audit, and/or operations/servicing capacity Bachelor's Degree in Finance, Accounting, Business, Science, or Math Series 7 and 66 licenses within 6 months of joining the firm Advanced Excel skills required Proficiency in MS Office including MS Word, PowerPoint, and Outlook products Accountable with excellent attention to detail; strong organizational skills; ability to prioritize work within a dynamic, deadline-driven environment Strong written and verbal communication skills; strong interpersonal skills Team player and a desire to collaborate with others #LI-JG3 #LI-Hybrid Compensation Details The salary range for this role is $65,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Client Service Department Bridgewater believes that the key to our success lies in creating meaningful, long-lasting relationships with our clients. To this end, Client Service works closely with our clients to help them not only broaden their understanding of the company's investment process and products but also to deepen their understanding of the financial markets more generally. Over and above traditional client service organizations that focus on selling products, Bridgewater's Client Service group operates as an advisor to clients on their entire portfolio, not just the portion under management at Bridgewater. By providing exceptional transparency and reporting on portfolios, Bridgewater's market outlook and performance, risk management analysis, and advisory research, Client Service helps clients solve their most pressing investment problems and plan their investment strategies. The group frequently meets with clients to discuss portfolio performance, give updates on recent research, provide guidance and training on Bridgewater's pioneering work in such areas as risk budgeting, alpha and beta separation, portable alpha, optimal beta, currency overlay, and global inflation-indexed bond investing; and assist in developing strategies that best meet client needs. About the Investment Content Systemization Team We are an Engineering owned and led organization which strives to balance independence with incredible community support in an environment that is intellectually vibrant and driven to make a mark on the world as a collaborative force Our core values: Honesty, transparency, directness, personal accountability, driven by doing what's right for the organization. Holding a very high bar for each other, everything we do, and everything we build. Actively engaging in shaping our environment and how we do things. You create the culture again every day you come into the office - it must be highly dynamic and owned by all of us. Autonomy and self-motivation: we are here to enable and develop great people who share our way of being and passion for working on important problems that have big impact. About Your Role As a member of the Client Service Investment Content Systemization team, your mission is to enhance and scale the ability of Bridgewater to build deeper client relationships by engineering systematic solutions to deliver critical investment insights across Bridgewater strategies and markets in general. As an Investment Content Systemization Engineer, you will drive the following responsibilities: Design and build appropriately robust, practically maintained solutions Diagnose issues well, and proactively proposes practical systematic solutions Understand and enforce the best engineering standards, calling out badness and communicating feedback directly You will be a click for the role if you: Have strong analytical and problem-solving skills with the ability to troubleshoot complex issues and develop innovative solutions Have excellent verbal and written communication skills and can translate technical concepts to different stakeholders Are practical and goal oriented so you can quickly interface with the various partners across the firm to perceive and solve problems Have a desire to use technology and engineering to solve real world business problems (and demonstrated a practical track record) Experience in Scala, Python, or SQL is a plus Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements To succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Minimum Qualifications 1-3 years of professional experience in a relevant engineering field Bachelor's degree in a related field Physical Requirements The anticipated onsite requirement for this role is four days per week. Candidates can be based at either our New York City campus or our Westport, CT campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The wage range for this role is $150,000 - $250,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 75% - 85% of this wage range. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

About Bridgewater Br About the Asia Strategies Team The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region. Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China. About Your Role As a China Policy AI Research Associate, you will help deepen Bridgewater's understanding of China's policy landscape as it informs asset markets & economies. You will analyze government policies and regulatory developments that help shape China's strategy and its implications for global markets. You will leverage AI tools and large language models (LLMs) to collect, translate, extract information and synthesize Chinese-language policy materials and data sources. Working closely with Bridgewater's research and engineering teams, you will refine how these tools are used to extract insight and identify emerging trends, applying them to predict how the machine works, and what will happen in economies & asset markets. You will drive the following responsibilities: Analyze China's policy landscape as it informs asset markets & economies Source, translate, and interpret Chinese-language policy documents, data, and media sources Use AI tools and LLMs to organize, summarize, and extract insights from unstructured data Track developments in China's government policy framework Collaborate with research and engineering teams to enhance Bridgewater's internal AI-driven research capabilities. Build structured datasets, identify emerging trends, and generate insights that inform investment and policy research. Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements We are looking for candidates who combine deep regional and policy knowledge with strong technical curiosity and analytical rigor. Minimum Qualifications Fluent in Mandarin (reading, writing, and professional communication) Strong understanding of China's government structure, policy process, and AI ecosystem Familiarity with how large language models (LLMs) work and how they are trained or fine-tuned Ability to engineer prompts, and deploy models in the service of the goal Proven ability to work effectively with research, engineering, and data science teams Bachelor's or advanced degree in a relevant field In addition, to succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Physical Requirements The anticipated onsite requirement for this role is four days per week at our New York City campus. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band The expected annual base salary for this position is $160,000-$225,000. The total compensation package includes variable compensation in the form of a discretionary target bonus. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

Marquee Brands is a fast growing and dynamic consumer focused PE fund with offices in New York and LA currently seeking a talented Program Associate with a passion for investing and a deep understanding of consumer brands and services. Marquee Brands sits within Neuberger Berman, a 75 year old global investment firm with $515bn of AUM, including $140bn within Private Equity and $208bn within Private Credit. Marquee Brands is dedicated to acquiring high quality consumer brands with proven heritage and resonance. Marquee seeks to create a diversified portfolio, which currently consists of 19 brands spanning fashion, active & outdoor, and home & culinary and includes some of the most well-known names in each space, such as Martha Stewart, Sur La Table, America's Test Kitchen, BCBG, Ben Sherman and Dakine. Marquee Brands also has a significant media capability, creating long form linear TV content, short form video, books, magazines and digital subscription products for its brand portfolio. Marquee is looking for a Program Associate to join the investment team and contribute to all aspects of the investment process in addition to working with Marquee's operational team on business development and high priority strategic initiatives. The ideal candidate will have a deep passion for consumer investing, whether that's in consumer brands or consumer services, and be eager to hone their investment analysis and transaction execution abilities. The ability to think analytically is a must but the ability to think creatively is also highly valued and no voice or idea is too small to be heard. This will be a highly dynamic role; the Program Associate may be modeling investment returns one day and negotiating product vendor pricing the next. Additionally, while Marquee sits within Neuberger Berman and has access to the vast research and investment resources of the platform, the core Marquee team is small and tight-knit and Program Associates will receive significant direct interaction with senior professionals. Finally, NB Private Equity is a highly entrepreneurial environment where employees are often empowered to think outside the box and develop new investment strategies. The Marquee Brands team is actively engaged in developing new fund strategies and Program Associates will have the opportunity to participate and contribute to this. Currently, the hybrid work schedule for this position is 4 days in the office. Please understand that the hybrid schedule may be modified or eliminated at any time at Neuberger Berman's discretion. Primary Responsibilities: Analyzing and conducting comprehensive due diligence on potential investments across various sectors of the consumer brands and services landscape Performing in-depth analysis and market research on different sectors of consumer products Financial modeling, scenario analysis and returns analysis on potential brand investment opportunities Preparation of due diligence materials, analysis and investment committee memos Assistance with raising debt financing in the bank and broadly syndicated loan markets in support of M&A and other business development initiatives Assistance in drafting of acquisition documents (term sheets, asset purchase agreements, license agreements, etc.) Ongoing monitoring of existing investments Supporting the operations team on high-priority strategic initiatives and new business development Preparing fundraising materials and assisting with existing client requests Conducting special projects including development of new investment products and strategies Experience & Skills Qualifications: Must have excellent academic credentials (both undergraduate school and GPA) Must have 1-4 years of top-tier investment banking program experience Ideally will have prior experience with consumer brands, consumer services and multi-unit concepts, but not a must Must have exceptional quantitative and financial modeling skills Must have strong judgment, critical thinking and written skills; ability to articulate and present ideas effectively both orally and in written form Must show initiative and creativity in approach to problem solving; demonstrated experience in conducting research and interacting with others to develop solutions Must have ability to multi-task with a fine-tuned attention to detail Must have team-player attitude and a desire to work on a wide range of projects Must be highly organized and capable of managing multiple internal and external work streams concurrently Open to positions in New York Compensation Details The salary range for this role is $150,000-$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, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

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.

Bridgewater is one of the largest, most successful hedge funds of all-time, founded in 1975. We've built a unique understanding of global economies and financial markets used to generate high and uncorrelated returns (alpha) in systematic investment strategies. We are looking to hire great talent for our Investment Associate roles. Does this sound like you? Our Investment Associates (IAs) are the core team focused on developing and delivering alpha - the unique insights that enable us to beat markets and generate high and uncorrelated returns. Our approach is rooted in a fundamental understanding of the drivers of economies and markets and the systemization of those ideas. Our Investment Associates are: Relentlessly, obsessively- curious. To beat markets, you must have unique insight-but markets are always learning. We need individuals fiercely driven to understand how the world works, uncovering new logical relationships, testing and exploring new data sources, and consistently trying to expand their understanding and constantly improve. Deeply independent-bordering on iconoclastic-thinkers. For decades, Bridgewater has been studying markets and economies and reflecting our best understanding in our investment systems. We need independent-minded individuals who will come in and tell us why what we're doing and thinking is wrong-and be right about it. Conceptual and analytical. We need people who are both excited by the challenge of taking abstract concepts and translating them into quantifiable measures in a systematic investment process. Able to draw insights from a wide variety of backgrounds. Our investment approach draws from multiple disciplines- most obviously economics and finance - but also computer science, mathematics, statistics, political science, history, natural science, and more. To that end, our Investment Associates also come from a wide variety of backgrounds. Collaborative and tenacious. Our culture of idea meritocracy requires constant, intensive collaboration and exploration of ideas. Grit is essential - many of the problems we try to solve don't have immediate or clear answers, and wrestling through to the truth alongside others takes enormous perseverance. What can I expect in an Investment Associate summer internship? Our goal is to provide interns with real and meaningful exposure to a fundamental and systematic investment process. As Investment Associates, we live and breathe markets and want our interns to have the chance to do the same. We hate the concept of “busy work” and try to make the internship as real of a window as possible. From the first week on, you'll be expected to form your own macroeconomic and market views-including the opportunity to bet with your intern compensation and enter “positions” in actual markets Bridgewater trades, where Bridgewater will take the other side, using our in-house Investor Track Record tool. The internship is structured around the same components as Bridgewater's research and investment process-you'll start by looking out at the world and perceiving the most important dynamics for investors related to a specific economy and market. You'll then synthesize your key views. Finally, you'll get exposure to systemization-taking your point in time views and working with our investors to translate the core logic into data and mathematical expressions that you can then stress-test through time. Throughout the internship, you'll also receive world class markets and macroeconomic training via an abridged version of our first year Investment Associate class. This will cover the foundational frameworks, introduction to analytical methods we use in our research and some light exposure to our technology stack. Our training ecosystem is designed so that anyone willing to put in the work can get the knowledge and skills they need to succeed in the internship and get a taste of what it's like to be a real macro investor. Compensation Total compensation for this position is $51,000 for the 8-week internship (less applicable deductions and withholdings), including a sign on bonus. In addition, our compensation package includes housing. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Bridgewater Associates, LP is an Equal Opportunity Employer. **** The Investment Associate Intern position requires the candidate is eligible to work in the United States for a minimum of 3 years from the candidate's start date. H-1B visa sponsorship and support for post-graduation optional practical training is available only to candidates with a degree in the science, technology, engineering and mathematics (STEM) fields.

The Alternatives Finance Group serves as an intermediary between private equity portfolio managers and external partners, including fund administrators, auditors, and tax professionals. The Assistant Controller is responsible for overseeing all aspects of fund reporting operations for multiple private equity funds across the Neuberger Berman platform, as well as providing oversight of fund administrators in recording and reconciling transactions within the portfolio management and accounting systems. Additionally, this position assists with the preparation of historical investment performance analyses, financial statements, and related reports. Private Equity is a rapidly growing business within Neuberger Berman, with over $187 billion in AUM spanning fund of funds, secondary investments, co-investments, and other strategies. Responsibilities: Serve as a key member of the finance team overseeing accounting and financial reporting for Neuberger Berman's Secondary Funds business Support accounting and financial reporting oversight for Neuberger Berman's broader Private Equity platform Oversee fund administrators responsible for preparing quarterly financial statements, capital account statements, capital calls, and distribution notices Review audited financial statements and related footnote disclosures Review and analyze distribution waterfalls in accordance with fund legal documents Review partnership and fund IRRs on a quarterly basis Review management fee calculations Collaborate with audit and tax professionals to support year-end audit and tax reporting processes Prepare detailed cash projections for fund liquidity management Partner with marketing to prepare LP-specific reporting and respond to prospective client RFPs Work with investor relations to address LP inquiries Complete various ad-hoc requests from senior management and portfolio managers Support SEC and other regulatory compliance activities as needed Qualifications: Bachelor's degree or higher in Accounting or Finance Strong understanding of accounting principles, fund accounting, and financial reporting 4-7 years of accounting/finance experience; CPA preferred Highly detail-oriented and organized Ability to meet assigned deadlines Excellent communication and interpersonal skills, with a client-service orientation Ability to operate independently with minimal supervision Proficiency with Microsoft Office applications and email Demonstrated ability to collaborate effectively with colleagues, management, and external partners to achieve results #LI-Hybrid #LI-MB1 Compensation Details The salary range for this role is $110,000-$135,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

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.

Neuberger Berman's technology team is looking for a Developer support our Private Markets research function focused on enhancing our research applications to streamline workflows for our Investment Teams. You will work with business and technology stakeholders on critical private markets research applications. Responsibilities Drive the adoption and seamless integration of the Everest platform for new and existing business teams, ensuring smooth onboarding and operational continuity Design and optimize SQL solutions to streamline data flows, improve query performance, and enhance reporting capabilities for investment professionals Collaborate with investment teams to understand business workflows, identify pain points, and develop technology solutions that enhance decision-making, as well as other cross functional teams including Data Scientists, Operations, and other Technology teams Build and maintain ETL pipelines to ensure accurate, timely, and high-quality data movement across platforms Ensure adherence to best practices in database management, security, and performance optimization Explore opportunities for automation and workflow optimization, leveraging Python or .Net and other tools to enhance efficiency Requirements Bachelor's degree in computer science, Data Science, Engineering or 5+ years of equivalent work experience 4+ years of hand on experience developing data solutions Experience in financial services or investment research is highly desirable; familiarity with private markets workflows or research processes is a strong plus. Strongly proficient in with SQL and Python or .NET Understanding of ETL processes, building and/or maintaining ETL pipelines Familiarity with data visualization tools such as Tableau or Power BI is a plus Experience in an Agile/Scrum environment is a plus Knowledge of DevOps practices and tools like Git, Jenkins, or similar is a plus Exposure to Azure, AWS, or GCP or other cloud-based technologies is a plus Excellent communication skills Strong problem-solving skills and attention to detail Ability to work independently and collaboratively in a fast-paced environment #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $100,000-$140,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

** Flexible to work in Amhurst or Buffalo office locations**Overview: Responsible for processing, inputting, and assigning of all tax authority notices and other tax correspondence. Tracks and files tax returns, extensions, and estimated tax payments; tracks and processes tax refunds and payments. Primary Responsibilities: Learn the systems and procedures of the Fiduciary Tax area to properly complete assigned responsibilities completely and accurately. Work under direct supervision and review to complete a specific area of tax filings. Order checks and make required tax payments on behalf of clients, ensuring they are completed on a timely and accurate basis. Record and track of all incoming tax notices. Distribute incoming mail and answer phones and certified mailings. Scan and archive documents for the area to maintain a record of activity occurring in the area. Order supplies and pay bills for the department. Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite. Identify risk-related issues needing escalation to management. Promote an environment that supports a culture of belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable. Complete other related duties as assigned. Scope of Responsibilities:Supervisory/Managerial Responsibilities: No Supervisory Responsibilities Education and Experience Required: Combined minimum of 3 years' higher education and/or work experience Proficiency with personal computers and pertinent word processing and spreadsheet software packages Education and Experience Preferred: Minimum of 4 years' tax clerk and/or administrative experience Physical Requirements:M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $18.57 - $30.95 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Amherst, New York, United States of America

The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of strategies covering a broad spectrum of security types including equities, fixed income, options, ETFs and mutual funds. These strategies are offered to numerous SMA and Unified Managed Account (UMA) platforms and distribution networks. In this role you will own data oversight and executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management, Legal/Compliance, Technology, Sales, RFPs, and Performance, you will align siloed processes, define departmental procedures, and implement continuous improvements that enhance model delivery, manager-traded account oversight, and business scalability. Responsibilities Champion data oversight and management. Drive the delivery of key metrics to senior management and other stakeholders. Liaise with Portfolio Managers, Legal & Compliance, Technology, Sales and RFP teams as an SMA subject matter expert. Collaborate with Intermediary Sales to achieve strategic firm objectives and support cross-functional initiatives. Assist with the oversight of our outsourced back office to ensure appropriate policies and procedures are in place. Partner with Performance to monitor and research performance dispersion for manager traded accounts and model delivery. Oversee annual due diligence review of intermediary SMA partners. Assist with onboarding of new intermediary relationships from contracting to implementation. Lead crucial administrative and regulatory tasks including Cerulli reporting, ADV mailings and proxy voting oversight. Contribute to strategic alignment of the SMA business, helping to break down silos and integrate operational best practices. Define and help to establish departmental procedures and identify and implement process improvements. Qualifications Minimum of 5 years' experience in financial services, preferably with client service or operations management responsibilities. Strong knowledge of SMA structures, tax-managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds). Experience working with financial intermediaries in a professional, client-focused manner. Ability to synthesize data from multiple systems and provide actionable reporting. Strategic thinker with a hands-on approach; able to align siloed processes and drive operational improvements. Detail oriented with excellent communication and organizational skills. Familiarity with platforms and systems such as Charles Schwab (Marketplace), Fidelity (Separate Account Network), Pershing, Aladin, Charles River, Investor Tools Perform, InvestCloud APL, Archer, or Vestmark is highly desirable. Strong knowledge of Excel and PowerPoint. Visio experience a plus. Bachelor's degree required. FINRA Series 7 and 66 registrations a plus. #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $115,000-$140,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering unique insight and partnership for the most sophisticated global institutional investors. Our investment process is driven by a tireless pursuit to understand how the world's markets and economies work - using cutting-edge technology to validate and execute on timeless and universal investment principles. Founded in 1975, we are a community of independent thinkers who share a commitment to excellence. By fostering a culture of openness, transparency, and inclusion, we strive to unlock the most complex questions in investment strategy, management, and corporate culture. Explore more information about Bridgewater on our website here. Our Culture Our culture is anchored in excellence, meaning constant improvement, and it is deeply tied to our mission. Because markets are objective, competitive, and getting smarter everyday, we need to keep rapidly improving to have any chance of beating them. Truth is our most essential tool for engaging with the markets and constantly improving because once you know what's true about your problems and opportunities, you can determine how to get better. Valuing truth means being transparent about your decision-making and mistakes, giving and receiving feedback with humility, and fighting for the best answers over hierarchy, ego, or self-interest. Operating this way is hard - it's only possible because we build meaning in our work and relationships. This meaning comes from the audacity of the mission, and the joy of working alongside people who make you a better version of yourself. The culture, like Bridgewater itself, is always evolving. In 1997 our founder Ray Dalio wrote down his lessons, starting with a Philosophy Statement which remains our foundation. This later evolved into a set of 300+ Principles. In 2022, when Ray transitioned the company, we re-underwrote several of those principles and evolved others, with a specific focus on Meritocracy. Today the culture sits, alongside our people, as our most important edge. When we get it right, it's the engine that powers everything else. About the Asia Strategies Team The goal of the Asia Strategies team is to create industry-leading portfolios and investment thinking in Asia, helping investors navigate the changing geopolitical and macroeconomic paradigm. This entails growing deep regional expertise, generating alpha in Asian markets, researching and publishing our understanding of the macroeconomic environment, and designing portfolio solutions to help our clients invest across the region. Bridgewater has a long history as an asset manager in Asia. It started when our founder, Ray Dalio, first visited China in 1984, and we have been trading Asian markets since 1992. Asian markets have always been a core part of our global macro investment strategies, and Asian economies feature prominently in the research we have published on debt cycles and the changing world order. Bridgewater has offices in only two places - the US and Asia - reflecting the region's strategic importance. Our first Asia-focused fund, launched in 2018, is now among the largest private funds in China. About Your Role The Equity Analyst will work closely with members of our Asia Strategies research team to develop and test investment ideas, strategies, and research. Through their focus on China's onshore equities, they are expected to cultivate a high level of expertise in Asian markets, enriching the team's knowledge of industry and company fundamentals, staying attuned to regulatory changes, and independently formulating investment ideas within the region. The analyst will primarily focus on companies in the information technology industry, advancing specific understanding and helping form theses on specific companies in the sector, using expertise and understanding in the space. You will drive the following responsibilities: Conduct original, fundamental research within the Information Technology sector in China and Hong Kong, and translate key learnings into actionable investment decisions Produce in-depth research coverage on publicly traded companies within China and Hong Kong Develop logical, comprehensive frameworks for the on-going assessment of industry and company fundamentals Articulate investment ideas in a clear and concise manner You will be a click for the role if you: Have demonstrated knowledge in the Information Technology sector within China and Hong Kong. Are a self-starter who is an independent thinker, intellectual, honest, and able to challenge the status quo in a constructive manner Have excellent communication skills and strong interpersonal skills Are intellectually curious, detail-oriented and willing to "get into the weeds" in order to develop unique, actionable investment ideas Interested in learning more about working at Bridgewater? Hear about the experiences of our employees here. Position Requirements To succeed within our unique culture and work environment, individuals must demonstrate humility, innate curiosity, and openness to new ideas and approaches. Candidates must be driven, confident, and goal-oriented. All Bridgewater employees are expected to be honest, exceptionally direct, and eager to provide and receive objective feedback. Our employees constantly strive for self-improvement through feedback and self-reflection and are committed to the pursuit of excellence. Minimum Qualifications: Fluency in Mandarin required 2+ years of experience conducting fundamental research focused on Chinese equities. Open to both buyside and sell side experience. Strong academic credentials and relevant industry experience Strong analytical, problem-solving and synthesizing skills; experience working with and analyzing large datasets Strong familiarity with Chinese accounting standards (CAS) and experience in using WIND Demonstrated ability to produce insightful investment research and passion for investing Physical Requirements: The anticipated onsite requirement for this role is four days per week. Candidates can be based in our New York City, Shanghai, or Singapore campuses. Why Choose Bridgewater? It takes all types to make Bridgewater great. We seek a diverse group of innovative thinkers and push them to engage in rigorous and thoughtful inquiry. We develop people through an honest examination of their abilities and performance, enabling personal growth and professional development. We strive to provide you with opportunities that will challenge you and unlock your potential. Compensation Band: The wage range for this role is $250,000 - $350,000 inclusive of base salary and discretionary target bonus. The expected base salary for this role is between 65% - 75% of this wage range. One of our core priorities at Bridgewater is to enable our employees to build a great life and career, and we believe our benefits are an important extension of that philosophy. As such, currently Bridgewater offers a competitive suite of benefits. Explore more information about Bridgewater's benefits on our website here. Bridgewater reserves the right to change its current benefits program at any time, in a manner that is consistent with applicable federal and state regulations. This is not a contract and confers no contractual rights, privileges, or benefits on any applicant or potential applicant. Bridgewater has the right to change any and all terms of this , including, but not limited to, job responsibilities, qualifications and benefits. Nothing in this job description constitutes an offer or guarantee of employment. Please note that we do provide immigration sponsorship for this position. Bridgewater Associates, LP is an Equal Opportunity Employer

NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions, the platform is truly unique in the industry. The Client Associate will deliver comprehensive operational support and serve as a trusted resource for clients and an experienced Wealth Advisor Team managing over $2b AUM. The Client Associate enhances the client experience by assisting with the service, maintenance, and growth of the team's high-net-worth client base. We are seeking a seasoned professional with exceptional communication and interpersonal skills who possesses a deep understanding of operational processes and workflows. This role offers an opportunity to significantly contribute to the team's success and client satisfaction. Primary Responsibilities: Client Service: Provide ongoing operational support for the team's client base by managing daily transactions and inquiries accurately and within established deadlines, ensuring compliance with firm policies and federal regulations Liaison: Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients Client Support: Offer daily support for the team's client base, including opening client accounts, assisting with required documentation, and performing comprehensive account maintenance tasks Account Maintenance: Perform tasks such as funds disbursements, name/address changes, charitable gifting, ACATS and DTC transfers, cost updates, billing/fees, and client-directed trade orders Client Interaction: Maintain regular and proactive contact with clients regarding new account documents, LOAs, account updates, checks and wires, account performance, trade activity, transfers, statement inquiries, research, fees, objective changes, portfolio market values, stock quotes, online access, etc. Account Monitoring: Oversee account activities including trades, cash flows, debits, margin, tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems Client Reporting: Provide customized reporting and analysis to clients or the Wealth Advisor team on a regular or ad hoc basis Data Management: Maintain accurate and detailed client files, account information, and new business pipeline in the Salesforce database Professional Development: Enhance job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations Experience & Skills Qualifications: 2+ years of proven client service/support or related experience in the financial services industry An undergraduate degree and Series 7 and 66 licenses (required within the first 180 days) Additional certifications such as MBA, CFA, CFP, or CIMA are beneficial but not required Proficiency with Microsoft Office and prior CRM experience preferred, particularly with Salesforce Broad knowledge of Wealth Management, financial products, and services Exceptional written and verbal communication skills, with strong interpersonal and client servicing abilities Ability to organize, prioritize, manage multiple tasks, and keep the team informed on open items Detail-oriented, well-organized, and capable of managing multiple tasks simultaneously Ability to adapt to a rapidly changing and fast-paced business environment Capable of operating effectively and working under pressure with tight deadlines A proactive attitude and ability to work collaboratively Compensation Details The salary range for this role is $70,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. 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Our Intermediary Distribution Group services and drives sales via financial intermediaries including broker/dealers and RIAs. As an essential member of the sales and service team, you will partner with a senior territory-based sales partner to cover a territory of financial advisors. You will provide support by telephone and email with occasional travel to help foster new and existing relationships in the advisor community. You will develop a long-term career with us, and you will assume full responsibility for development of certain client segments. You will report to the Chief Distribution Officer. Responsibilities Share financial markets insights, with an ability to explain complex financial concepts in a simple, repeatable manner Offer specific investment solutions based on client needs and objectives Effectively communicate investment strategies, performance and portfolio positioning Achieve high levels of substantive client interaction via phone, email, screen sharing and, at times, in-person meetings highlighting Manning & Napier's products and value proposition Provide exceptional proactive service to existing financial advisor relationships Maintain consistent follow up with advisors to improve the sales process and deepen relationships Develop a business plan with External Wholesaler(s) to promote our brand to grow sales and assets for the defined territory Profile advisors to understand their practice and investment process and use databases to create, maintain and manage financial advisor profiles and contact history Provide practice management support to advisors to help them strengthen their client relationships and grow their business Participate in department/firm meetings, engaging colleagues across different areas, participate and lead working groups, sharing unique ideas, and participate in continuous mentoring Qualifications Bachelor's degree Series 6 and 63 or Series 7 required Series 65 or 66 preferred, or completed within first month 1-3+ years experience in financial services field Experience selling or marketing investment products Knowledge of asset management industry Perks Health, dental & vision insurance Employer HSA contribution Opt out credit 401k employer match Paid volunteer days Gym reimbursement Free access to a Workplace Financial Advisor Compensation: $60,000-$70,000 base salary; additional incentive/commission-based compensation expected.