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Controller, Vice President jobs at MUFG Americas Holdings - 26 jobs

  • Project Finance Investment Banking - Vice President (Japanese-fluent)

    MUFG 4.1company rating

    Controller, vice president job at MUFG Americas Holdings

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. We are seeking a dynamic, thoughtful, and collaborative professional to join our Project Finance Team as Vice President, covering North American Power markets. The ideal candidate will have a strong background in project finance, with a focus on North American renewable and power asset classes. This role requires strong analytical skills, both quantitative and qualitative, logical thinking and writing ability, a good understanding of the industry and finance market dynamics, and the ability to communicate well with relevant parties. Additionally, this role requires fluency in Japanese (in addition to English). **Key Responsibilities:** + Contribute to the origination and execution of debt project financing transactions, working closely with Managing Directors and Directors. + Identify and review new business opportunities, leading the process of screening new deals with senior management for approval. + Establish client relationships and work with clients regularly, including attending in-person client meetings. + Lead the development of business screening memoranda to screen new transactions, working with associates and analysts. + Lead all aspects of transaction due diligence, working with associates/analysts. This includes assessing commercial, structural, and legal risks; reviewing project contracts and legal memoranda; assessing market risks; reviewing market studies; assessing technical risks; reviewing engineering reports; assessing environmental and social risks; conducting cash flow analysis by developing and using financial models; and assessing sponsor and counterparty credit risks by reviewing financial statements. + Lead the day-to-day execution process of mandated transactions, seeking necessary guidance from Managing Directors/Directors. + Evaluate, understand, mitigate, and articulate risks associated with project financing transactions based on the due diligence. Use balanced and good judgments on the matters required to execute transactions while seeking guidance from Managing Directors/Directors on the matters that require their judgment. + Advise clients on matters pertaining to commercial and financial structure and operating requirements to achieve suitability for non-recourse debt financing that meets client objectives. + Perform credit ratings analysis and assist in obtaining credit ratings for transactions involving debt capital markets. + Lead the development, review, analysis, and negotiation of term sheets and financing documentation while seeking guidance from Managing Directors/Directors as needed. + Lead the development of internal credit memos summarizing and articulating commercial rationale; key risks and mitigants; cash flow analysis; project contracts analysis; and counterparty credit analysis, as well as other key aspects the bank should be aware of in executing transactions, working with associates and analysts. + Lead the development of financing transaction marketing materials, including rating agency presentations, lender and investor presentations, and information memoranda. + Own and manage processes required for compliance and execution, including profitability analysis, committee approvals, legal due diligence, KYC, and closing checklists. + Deliver seamless transaction execution with limited oversight in all respects, including origination, diligence, analysis, structuring, approvals, closing, syndication, and liaising with various relevant internal and external partners. + Serve as a control and audit function for internal and external work products. + Provide mentorship and training to Associates and Analysts. + Act as a role model for colleagues and junior staff; embody MUFG's client-centric culture. **Qualifications:** + A Bachelor's Degree in Finance, Engineering, Business Administration, Economics, or a related field. + Fluency in Japanese is highly recommended. + A minimum of 5 years of work experience (typically 7+) in the financial services industry; preferably in project finance, with full involvement in marketing, execution, due diligence, documentation, credit analysis, and credit administration, managing approval requirements and processes, and effectively interacting with clients. + Familiarity with the "big picture," anticipating workflow rather than acting reactively. + Proactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environment. + Strong analytical skills, both quantitative and qualitative. + Strong written and verbal communication skills. + Strong capability to logically assess, summarize, and articulate all aspects of the risks and make balanced judgments. + Strong work ethic and ability to pay careful attention. + Capacity to consistently communicate professionally, tactfully, and effectively with clients, third-party advisors, and colleagues. + Demonstrated ability to work under pressure in a high-intensity environment and effectively manage/prioritize and deliver on multiple streams of workflow while maintaining a high degree of attention to detail and accuracy in all respects. + Structuring and negotiating skills; well-versed in credit documentation. + Advanced financial modeling and cash flow analysis experience. + Understanding of key products (Loans, Bonds, Interest Rate Swaps, and Foreign Exchange). + Authorization to work in the United States on a permanent basis. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The typical **base pay** range for this role is between $200k-$240k depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary (************************************************************************************************* personnel so classified. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law. At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them! **Our Culture Principles** + Client Centric + People Focused + Listen Up. Speak Up. + Innovate & Simplify + Own & Execute
    $200k-240k yearly 60d+ ago
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  • Vice President, Project Finance

    MUFG Americas Holdings 4.1company rating

    Controller, vice president job at MUFG Americas Holdings

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. Evaluating and managing due diligence for project finance transactions, leading credit and execution process, and negotiations with 3rd party consultants including: technical, market, insurance and environmental; and performing credit risk assessments for non-recourse project financing. Creating complex project finance models that can assess the feasibility and financial viability of large-scale project, including cash flow and debt sizing analysis and sensitivities. Leading marketing activities for project finance covering clients, identifying and sourcing lending and non-lending (cross selling) opportunities that conform to the Bank's business strategy and credit policies. Leading the execution, structuring, negotiations and documentation for non-recourse financings and financial advisory for financing placed in: (i) in the commercial bank market, (ii) with Export Credit Agencies, and (iii) with institutional investors in the capital markets; and overseeing and managing junior staff (Analysts and Associates) on all aspects of deal execution including credit application, marketing material, compliance, due diligence and financial modeling. Fostering and maintaining client relationships through day-to-day communication and providing various advisories and finance market information. Developing financing solutions and proposals to clients, utilizing various financing sources such as bank loans, export credit agencies, multilateral agencies, debt capital markets and others. Managing the credit analysis and internal approval process leading the deal team. Facilitating global coordination with project finance teams of other regions and branches, as well as headquarters. Facilitating the learning and mentoring process of junior team members through live transactions, sharing of information and serving as a resource to answer questions. Participating in special projects and assignments as directed by the Managing Director and Group Head. Qualifications - External Education: Bachelor's Degree in Business Administration, Strategic Management, Financial Economics, Engineering or a related field (or foreign equivalent degree). Experience: 3 years of experience working on a team that leads the origination and execution of non-recourse project finance transactions placed in the (i) the commercial bank market, (ii) capital markets and (iii) with Export Credit Agencies; evaluating and managing credit risk, preparing internal credit submittals, and leading due diligence for project finance transactions, including overseeing technical, market, insurance, and environmental consultants; building project financial models including debt sizing analysis and cash flow sensitivities, drafting information memorandums, lender presentations and rating agencies presentation; performing financial advisory for project financings; and 2 years of experience must include leading transactions in the digital infrastructure sector. Travel: Position requires travel 15% of the time, primarily domestic, with some travel to Canada, Mexico and Latin America. Other: Position requires employment in-office 4 days per week and remotely 1 day per week. Wage: $190,000 to $275,000 U.S. dollars per year Employer: MUFG Bank, Ltd. Location: New York, NY 10020 Reference internal requisition #10074049-WD. We are committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our people and our business; Equal Opportunity Employer: Minority/Female/Disability/Veteran. #LI-DNI We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $190k-275k yearly Auto-Apply 50d ago
  • Commodity Finance Lawyer, Vice President

    MUFG 4.1company rating

    Controller, vice president job at MUFG Americas Holdings

    **Do you want your voice heard and your actions to count?** Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. MUFG is seeking a seasoned transactional attorney with a minimum of 5 years' experience to support the legal execution of structured trade and commodity finance transactions. The successful candidate will lead legal support across the full transaction lifecycle-from structuring and term sheet input to documentation, negotiation, and post-close matters-while advising on complex instruments such as borrowing-base and prepayment facilities, receivables purchase agreements, letters of credit, and participation structures. **Corporate Title:** Vice President **Key responsibilities** + Legal support for transactions end-to-end: structure, term-sheet input, drafting, negotiation, closing, and post-close support for bilateral and syndicated facilities. + Draft/negotiate/review core documentation: borrowing-base and prepayment facilities, receivables purchase agreements, letters of credit (standby/commercial) and reimbursement agreements, master participation agreements and participation certificates/funding requests, LC discounting, drafts/bills of exchange, guarantees, collateral/security agreements, account control/lockbox, intercreditor, consents & releases, assignments, and notices. + Letters of Credit advisory: issuance/confirmation/assignment mechanics; reimbursement, discrepancies and fraud issues; standby vs commercial LC nuances; align documentation and operational controls with UCP 600, ISP98, URDG 758 and UCC Article 5. + Apply structured-lending and receivables financing fundamentals: true sale, security interests, secured loans; expertise with UCC Article 9 perfection/priority rules, set-off/dilution and anti-assignment; purchase eligibility/concentration limits; collections/servicing and step-in rights. + Integrate credit insurance/ECA support where applicable (loss-payee/assignment, exclusions, claims process, aggregation/tenor limits). + Manage cross-border matters (governing law, licensing, data privacy, recognition, local enforcement rights/perfection); coordinate with local counsel. + Partner closely with Credit, Risk, Ops/Trade Finance Operations, and Compliance/Sanctions; ensure consistency across term sheets, approvals, and final docs. + Maintain playbooks, clause libraries, and fallbacks; contribute training and horizon-scanning on market/documentation trends. + Instruct and manage outside counsel to scope, budget, and timetable. **Skills and experience** + New York Bar required. + 5-8 years post-qualification at a top law firm and/or in-house at a top investment bank. + Strong lending-side experience in trade/commodity finance and receivables finance. + Hands-on drafting/negotiation across: borrowing-base and prepayment facilities, LCs and reimbursement agreements, receivables purchase agreements, drafts/bills of exchange, master participation agreements, import/pre-export financing, LC discounting, guarantees/security, intercreditors, deposit account control agreements, and consents & releases. + Strong working knowledge of UCC Articles 9, 5, and 3 and LC rules (UCP 600, ISP98, URDG 758). + Familiarity with LMA/LSTA conventions for syndicated touchpoints; BAFT receivables and drafts cross-border practices and agreements. + Experience integrating credit insurance/ECA into lending/RPA structures. + Proven ability to run multiple complex bilateral deals independently, coordinating cross-functional stakeholders under tight timelines. The typical base pay range for this role is between $200K - $225K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary (************************************************************************************************* We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified. We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law. At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them! **Our Culture Principles** + Client Centric + People Focused + Listen Up. Speak Up. + Innovate & Simplify + Own & Execute
    $200k-225k yearly 60d+ ago
  • Project Finance Investment Banking - Vice President (Japanese-fluent)

    MUFG Americas Holdings 4.1company rating

    Controller, vice president job at MUFG Americas Holdings

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. We are seeking a dynamic, thoughtful, and collaborative professional to join our Project Finance Team as Vice President, covering North American Power markets. The ideal candidate will have a strong background in project finance, with a focus on North American renewable and power asset classes. This role requires strong analytical skills, both quantitative and qualitative, logical thinking and writing ability, a good understanding of the industry and finance market dynamics, and the ability to communicate well with relevant parties. Additionally, this role requires fluency in Japanese (in addition to English). Key Responsibilities: Contribute to the origination and execution of debt project financing transactions, working closely with Managing Directors and Directors. Identify and review new business opportunities, leading the process of screening new deals with senior management for approval. Establish client relationships and work with clients regularly, including attending in-person client meetings. Lead the development of business screening memoranda to screen new transactions, working with associates and analysts. Lead all aspects of transaction due diligence, working with associates/analysts. This includes assessing commercial, structural, and legal risks; reviewing project contracts and legal memoranda; assessing market risks; reviewing market studies; assessing technical risks; reviewing engineering reports; assessing environmental and social risks; conducting cash flow analysis by developing and using financial models; and assessing sponsor and counterparty credit risks by reviewing financial statements. Lead the day-to-day execution process of mandated transactions, seeking necessary guidance from Managing Directors/Directors. Evaluate, understand, mitigate, and articulate risks associated with project financing transactions based on the due diligence. Use balanced and good judgments on the matters required to execute transactions while seeking guidance from Managing Directors/Directors on the matters that require their judgment. Advise clients on matters pertaining to commercial and financial structure and operating requirements to achieve suitability for non-recourse debt financing that meets client objectives. Perform credit ratings analysis and assist in obtaining credit ratings for transactions involving debt capital markets. Lead the development, review, analysis, and negotiation of term sheets and financing documentation while seeking guidance from Managing Directors/Directors as needed. Lead the development of internal credit memos summarizing and articulating commercial rationale; key risks and mitigants; cash flow analysis; project contracts analysis; and counterparty credit analysis, as well as other key aspects the bank should be aware of in executing transactions, working with associates and analysts. Lead the development of financing transaction marketing materials, including rating agency presentations, lender and investor presentations, and information memoranda. Own and manage processes required for compliance and execution, including profitability analysis, committee approvals, legal due diligence, KYC, and closing checklists. Deliver seamless transaction execution with limited oversight in all respects, including origination, diligence, analysis, structuring, approvals, closing, syndication, and liaising with various relevant internal and external partners. Serve as a control and audit function for internal and external work products. Provide mentorship and training to Associates and Analysts. Act as a role model for colleagues and junior staff; embody MUFG's client-centric culture. Qualifications: A Bachelor's Degree in Finance, Engineering, Business Administration, Economics, or a related field. Fluency in Japanese is highly recommended. A minimum of 5 years of work experience (typically 7+) in the financial services industry; preferably in project finance, with full involvement in marketing, execution, due diligence, documentation, credit analysis, and credit administration, managing approval requirements and processes, and effectively interacting with clients. Familiarity with the “big picture,” anticipating workflow rather than acting reactively. Proactive, resourceful self-starter capable of rapidly learning new systems and processes and working effectively in a team environment. Strong analytical skills, both quantitative and qualitative. Strong written and verbal communication skills. Strong capability to logically assess, summarize, and articulate all aspects of the risks and make balanced judgments. Strong work ethic and ability to pay careful attention. Capacity to consistently communicate professionally, tactfully, and effectively with clients, third-party advisors, and colleagues. Demonstrated ability to work under pressure in a high-intensity environment and effectively manage/prioritize and deliver on multiple streams of workflow while maintaining a high degree of attention to detail and accuracy in all respects. Structuring and negotiating skills; well-versed in credit documentation. Advanced financial modeling and cash flow analysis experience. Understanding of key products (Loans, Bonds, Interest Rate Swaps, and Foreign Exchange). Authorization to work in the United States on a permanent basis. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The typical base pay range for this role is between $200k-$240k depending on job-related knowledge, skills, experience and location. This role will be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary personnel so classified. We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $200k-240k yearly Auto-Apply 15d ago
  • Commodity Finance Lawyer, Vice President

    MUFG Americas Holdings 4.1company rating

    Controller, vice president job at MUFG Americas Holdings

    Do you want your voice heard and your actions to count? Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 150,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world. With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career. Join MUFG, where being inspired is expected and making a meaningful impact is rewarded. The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details. MUFG is seeking a seasoned transactional attorney with a minimum of 5 years' experience to support the legal execution of structured trade and commodity finance transactions. The successful candidate will lead legal support across the full transaction lifecycle-from structuring and term sheet input to documentation, negotiation, and post-close matters-while advising on complex instruments such as borrowing-base and prepayment facilities, receivables purchase agreements, letters of credit, and participation structures. Corporate Title: Vice President Key responsibilities Legal support for transactions end-to-end: structure, term-sheet input, drafting, negotiation, closing, and post-close support for bilateral and syndicated facilities. Draft/negotiate/review core documentation: borrowing-base and prepayment facilities, receivables purchase agreements, letters of credit (standby/commercial) and reimbursement agreements, master participation agreements and participation certificates/funding requests, LC discounting, drafts/bills of exchange, guarantees, collateral/security agreements, account control/lockbox, intercreditor, consents & releases, assignments, and notices. Letters of Credit advisory: issuance/confirmation/assignment mechanics; reimbursement, discrepancies and fraud issues; standby vs commercial LC nuances; align documentation and operational controls with UCP 600, ISP98, URDG 758 and UCC Article 5. Apply structured-lending and receivables financing fundamentals: true sale, security interests, secured loans; expertise with UCC Article 9 perfection/priority rules, set-off/dilution and anti-assignment; purchase eligibility/concentration limits; collections/servicing and step-in rights. Integrate credit insurance/ECA support where applicable (loss-payee/assignment, exclusions, claims process, aggregation/tenor limits). Manage cross-border matters (governing law, licensing, data privacy, recognition, local enforcement rights/perfection); coordinate with local counsel. Partner closely with Credit, Risk, Ops/Trade Finance Operations, and Compliance/Sanctions; ensure consistency across term sheets, approvals, and final docs. Maintain playbooks, clause libraries, and fallbacks; contribute training and horizon-scanning on market/documentation trends. Instruct and manage outside counsel to scope, budget, and timetable. Skills and experience New York Bar required. 5-8 years post-qualification at a top law firm and/or in-house at a top investment bank. Strong lending-side experience in trade/commodity finance and receivables finance. Hands-on drafting/negotiation across: borrowing-base and prepayment facilities, LCs and reimbursement agreements, receivables purchase agreements, drafts/bills of exchange, master participation agreements, import/pre-export financing, LC discounting, guarantees/security, intercreditors, deposit account control agreements, and consents & releases. Strong working knowledge of UCC Articles 9, 5, and 3 and LC rules (UCP 600, ISP98, URDG 758). Familiarity with LMA/LSTA conventions for syndicated touchpoints; BAFT receivables and drafts cross-border practices and agreements. Experience integrating credit insurance/ECA into lending/RPA structures. Proven ability to run multiple complex bilateral deals independently, coordinating cross-functional stakeholders under tight timelines. The typical base pay range for this role is between $200K - $225K depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonuses and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below. MUFG Benefits Summary We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual's associates or relatives that is protected under applicable federal, state, or local law.
    $200k-225k yearly Auto-Apply 4d ago
  • Vice President, Institutional

    Neuberger Berman 4.9company rating

    Remote

    As a key member of the West South Central region sales team, this position will be responsible for selling institutional investment management services by calling directly on Southwest client segments, including Public Corporate Plans, Endowments & Foundations and other institutional investor segments. The primary objective is to increase assets under management across all asset class disciplines including Equites, Fixed Income and Alternatives. This hire will work closely with the rest of the institutional business development, relationship management, client service and consultant relations professionals in the US. Key responsibilities and duties include, but are not limited to: Organize and expand a successful marketing and sales strategy around a focused territory in the West South Central region in line with the firm's overall strategy, which targets Pensions, Endowments & Foundations and other institutional channels. Asset growth will be achieved through winning new mandates from current clients of Neuberger Berman as well as qualified prospects within the region Represent all investment platforms at Neuberger Berman as a true ambassador for all strategies (e.g., Equities, Fixed Income, and Alternatives) Effectively communicate the investment philosophy, process, strategies and performance to prospective clients as a proxy for Neuberger Berman Communicate substantive client activity with the firm through written call notes Integrate the direct sales program with the consultant marketing program of the firm in close partnership Determine team, agenda, and materials necessary for all presentations involving other firm professionals Accurately and successfully represent the firm to the outside world in various public forums Pivotal Experience & Expertise: Minimum of 7 years' experience in an institutional sales role at an investment management firm Extensive current and prospective client contacts and relationships with Public and Corporate Pension Plans, Endowments & Foundations and other institutional channels in the West South Central region Successful track record of raising assets through sourcing opportunities independently, closing new business in final presentations and servicing large complex mandates with large clients Demonstrated ability to represent a multiple-product firm across both publics and privates Excellent communication and presentation skills and an ability to explain sophisticated investment strategies and complex investment solutions Proven success in building long-term relationships Proven success in presenting during “finals” meetings, leveraging a keen understanding of the sales cycle Leadership Capabilities: Effective at leading, influencing and communicating with varying levels of expertise internally and externally Superior verbal and written communicator who can effectively toggle from teamwork to independent execution Highly collaborative and fosters a strong team-oriented approach Committed to intellectual honesty, integrity and adherence to the highest ethical standards. Trustworthy, adaptable, resilient and transparent Creative, yet pragmatic; challenges the status quo and helps the organization to overcome hurdles and build momentum and new capabilities with a sense of urgency Serves as an inspiring role model with the ability to coach and motivate team members to achieve their goals High confidence and ability/willingness to drive decisions Cultural Impact: Acts with Integrity and Authenticity - Operates with transparency, and authenticity, showing sincere interest in points of view of others. Can tease out motivating factors and align interests Builds Collaborative Relationships - Effectively influences/brings others along, aligning internal and external stakeholders Communicates Effectively - Understands the needs and perspectives of others and tailor's delivery accordingly; shares information appropriately; actively listens Demonstrates Flexibility and Supports Change - Effectively navigates and drives change; comfortably assesses risk and problem solves; and demonstrates agility, flexibility and adaptability Drives Vision and Purpose - Clearly connects the company's strategy and the needs of its client base to the activities of the investor relations function Works well in a growing, fast paced environment which values direct communication #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 $130,000-$150,000. 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.
    $130k-150k yearly Auto-Apply 50d ago
  • Assistant Controller - Private Equity & Credit

    Neuberger Berman 4.9company rating

    New York, NY jobs

    NB Alternatives - Private Equity is a rapidly growing group within Neuberger Berman with over $90 billion of investor commitments across our private equity fund of funds, secondary investments, co-investment and direct investment areas, including private credit. Due to the complex nature of the funds, the accounting, valuation and operations functions are critical control functions with respect to the business. This individual will bear day-to-day responsibility for managing the finance and accounting work streams. **Responsibilities:** + Member of the finance team responsible for the accounting and financial reporting oversight for Pre IPO equity and credit funds + Oversight of the Fund Administrator responsible for the preparation of the quarterly financial statements, capital account statements, capital calls and distribution notices + Oversight and compliance of fund credit facilities by accurately comprehending and interpreting the agreement, while maintaining a thorough knowledge of the assets in the portfolio + Review and analyze distribution waterfalls based on fund legal documents + Review partnership and fund IRRs on a quarterly basis and prepare ad hoc calculations + Review management fee calculations + Assist audit and tax professionals in year-end audit and tax reporting + Prepare detailed cash projections for fund liquidity reporting + Assist marketing in preparation of LP specific reporting and responses to prospective client RFP + Work with investor relations to answer LP questions + Various ad-hoc requests from senior management and portfolio managers + Assist with SEC or other regulatory compliance as required **Qualifications** : + Bachelor's or higher degree in Accounting or Finance + Strong understanding of accounting theory and fund accounting and financial reporting + 5 - 8 years of accounting/finance experience; CPA a plus, but not required + Experience with credit related products, including loan settlement and trade reconciliations is a plus + Highly detail oriented and organized + Ability to meet assigned deadlines + Excellent communication and interpersonal skills with a customer service focus + Ability to act and operate independently with minimal daily direction from manager to accomplish objectives + Proficiency with email and Microsoft Office applications + Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results LI-Hybrid LI-MB1 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 $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, 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: **************************
    $110k-135k yearly 39d ago
  • Assistant Fund Controller - RESI

    Neuberger Berman 4.9company rating

    New York, NY jobs

    Neuberger Berman is seeking an Assistant Fund Controller to join the finance team that is responsible for the financial and investor reporting, treasury and capital management, and performance measurement / analysis for a series of commingled investment funds and separate account mandates, focused on investing in Real Estate Operating Companies and Real Estate Mortgage Loans. **Responsibilities:** + Collaborate and support a team of Fund Controllers with all aspects of financial and investor reporting, including performance measurement + Provide assistance and support to the RE Tax Manager, Investor Relations and Legal teams + Provide guidance and mentor junior accountant on the finance team + Prepare quarterly workbooks supporting / analyzing the accounts of the Real Estate Funds, their subsidiary REITs and Blocker Corps, and the up-stream investment and Carried Interest vehicles + Support Treasury operations, including cash liquidity management, wire transfers processing, and recording investment and investor activity in the general ledger system (MRI) + Communicate with Fund Administrator to support the Financial Reporting Process of the Real Estate Mortgage Loan Mandates + Prepare and reconcile Performance Measurement Calculations, including Net / Gross and Levered / Unlevered IRRs, investment multiples and time-weighted returns + Reporting, recording and monitoring of investment activity, including ensuring income calculations and timing are in compliance with underlying Portfolio Company agreements + Preparation of periodic investor supplemental reports, including information related to the funds and their underlying investments + Prepare quarterly financial investor and consultant questionnaires + Working to create process improvements and efficiencies in all areas of responsibilities **Qualifications:** + CPA with a bachelor's degree in accounting + 4-7 years of experience with a Big 4 Accounting Firm (preferred) + Prior experience with Private Equity and / or Real Estate Investment Funds is required + Strong Microsoft Office skills + Willingness and demonstrated ability to work in a collaborative environment + Must be a self-starter, dedicated to the success of the organization's goals + Excellent analytical skills, strong planning and organizational skills + Strong written and verbal communication skills + Ambitious and able to work well under pressure + Creative, capable of seeing opportunities to improve processes while maintaining or enhancing the control environment + Understanding of basic coding language and AI tools \#LI-Hybird \#LI-MB1 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 $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, 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: **************************
    $110k-135k yearly 60d+ ago
  • Assistant Controller - Private Equity & Credit

    Neuberger Berman 4.9company rating

    New York, NY jobs

    NB Alternatives - Private Equity is a rapidly growing group within Neuberger Berman with over $90 billion of investor commitments across our private equity fund of funds, secondary investments, co-investment and direct investment areas, including private credit. Due to the complex nature of the funds, the accounting, valuation and operations functions are critical control functions with respect to the business. This individual will bear day-to-day responsibility for managing the finance and accounting work streams. Responsibilities: Member of the finance team responsible for the accounting and financial reporting oversight for Pre IPO equity and credit funds Oversight of the Fund Administrator responsible for the preparation of the quarterly financial statements, capital account statements, capital calls and distribution notices Oversight and compliance of fund credit facilities by accurately comprehending and interpreting the agreement, while maintaining a thorough knowledge of the assets in the portfolio Review and analyze distribution waterfalls based on fund legal documents Review partnership and fund IRRs on a quarterly basis and prepare ad hoc calculations Review management fee calculations Assist audit and tax professionals in year-end audit and tax reporting Prepare detailed cash projections for fund liquidity reporting Assist marketing in preparation of LP specific reporting and responses to prospective client RFP Work with investor relations to answer LP questions Various ad-hoc requests from senior management and portfolio managers Assist with SEC or other regulatory compliance as required Qualifications: Bachelor's or higher degree in Accounting or Finance Strong understanding of accounting theory and fund accounting and financial reporting 5 - 8 years of accounting/finance experience; CPA a plus, but not required Experience with credit related products, including loan settlement and trade reconciliations is a plus Highly detail oriented and organized Ability to meet assigned deadlines Excellent communication and interpersonal skills with a customer service focus Ability to act and operate independently with minimal daily direction from manager to accomplish objectives Proficiency with email and Microsoft Office applications Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results LI-Hybrid LI-MB1 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 $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, 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.
    $110k-135k yearly Auto-Apply 38d ago
  • Assistant Fund Controller - RESI

    Neuberger Berman 4.9company rating

    New York, NY jobs

    Neuberger Berman is seeking an Assistant Fund Controller to join the finance team that is responsible for the financial and investor reporting, treasury and capital management, and performance measurement / analysis for a series of commingled investment funds and separate account mandates, focused on investing in Real Estate Operating Companies and Real Estate Mortgage Loans. Responsibilities: Collaborate and support a team of Fund Controllers with all aspects of financial and investor reporting, including performance measurement Provide assistance and support to the RE Tax Manager, Investor Relations and Legal teams Provide guidance and mentor junior accountant on the finance team Prepare quarterly workbooks supporting / analyzing the accounts of the Real Estate Funds, their subsidiary REITs and Blocker Corps, and the up-stream investment and Carried Interest vehicles Support Treasury operations, including cash liquidity management, wire transfers processing, and recording investment and investor activity in the general ledger system (MRI) Communicate with Fund Administrator to support the Financial Reporting Process of the Real Estate Mortgage Loan Mandates Prepare and reconcile Performance Measurement Calculations, including Net / Gross and Levered / Unlevered IRRs, investment multiples and time-weighted returns Reporting, recording and monitoring of investment activity, including ensuring income calculations and timing are in compliance with underlying Portfolio Company agreements Preparation of periodic investor supplemental reports, including information related to the funds and their underlying investments Prepare quarterly financial investor and consultant questionnaires Working to create process improvements and efficiencies in all areas of responsibilities Qualifications: CPA with a bachelor's degree in accounting 4-7 years of experience with a Big 4 Accounting Firm (preferred) Prior experience with Private Equity and / or Real Estate Investment Funds is required Strong Microsoft Office skills Willingness and demonstrated ability to work in a collaborative environment Must be a self-starter, dedicated to the success of the organization's goals Excellent analytical skills, strong planning and organizational skills Strong written and verbal communication skills Ambitious and able to work well under pressure Creative, capable of seeing opportunities to improve processes while maintaining or enhancing the control environment Understanding of basic coding language and AI tools #LI-Hybird #LI-MB1 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 $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, 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.
    $110k-135k yearly Auto-Apply 60d+ ago
  • Treasury - Vice President

    Neuberger Berman 4.9company rating

    New York, NY jobs

    Neuberger Berman is seeking a Vice President of Treasury for the NB Alternatives platform. This role represents an opportunity to be an initial member in the build out of the centralized treasury team supporting the overall NB Alternatives platform. The Vice President of Treasury will report to the Head of Treasury for NB Alternatives. **Responsibilities:** + Assist with the development, implementation and management of Treasury related systems and policies + Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial institutions/sponsors, foreign exchange and interest rate desks, and fund finance/asset-backed lending + Analyze and execute hedging strategies to mitigate financial risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies + Liquidity management/forecasting and investment of cash portfolios + Negotiate and execute funding programs (credit facilities, subscription lines, NAV/asset-backed facilities) + Ongoing compliance of credit facilities including review and submission of recurring compliance certifications + Negotiation of bank fees cards and interest deposit rates + Advise Finance and Operations teams on Treasury related items + Ongoing monitoring of bank credit exposures **Qualifications:** + Minimum of 10 years of experience in treasury, corporate finance, FP&A, and accounting + Strong understanding of monetary markets, foreign exchange, interest rate markets, business investment management, financing strategies, and hedging strategies + Relevant work experience in investment management industry is ideal + Proficiency with Bloomberg terminals, Treasury Management Systems (TMS), and bank platforms + Proven credit facility negotiation experience ideally from a fund or an asset manager perspective + Effective at leading and influencing across all levels of seniority with strong managerial experience \#LI-Hybrid \#LI-MB1 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 $150,000-$185,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 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: **************************
    $150k-185k yearly 48d ago
  • Treasury - Vice President

    Neuberger Berman 4.9company rating

    New York, NY jobs

    Neuberger Berman is seeking a Vice President of Treasury for the NB Alternatives platform. This role represents an opportunity to be an initial member in the build out of the centralized treasury team supporting the overall NB Alternatives platform. The Vice President of Treasury will report to the Head of Treasury for NB Alternatives. Responsibilities: Assist with the development, implementation and management of Treasury related systems and policies Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial institutions/sponsors, foreign exchange and interest rate desks, and fund finance/asset-backed lending Analyze and execute hedging strategies to mitigate financial risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies Liquidity management/forecasting and investment of cash portfolios Negotiate and execute funding programs (credit facilities, subscription lines, NAV/asset-backed facilities) Ongoing compliance of credit facilities including review and submission of recurring compliance certifications Negotiation of bank fees cards and interest deposit rates Advise Finance and Operations teams on Treasury related items Ongoing monitoring of bank credit exposures Qualifications: Minimum of 10 years of experience in treasury, corporate finance, FP&A, and accounting Strong understanding of monetary markets, foreign exchange, interest rate markets, business investment management, financing strategies, and hedging strategies Relevant work experience in investment management industry is ideal Proficiency with Bloomberg terminals, Treasury Management Systems (TMS), and bank platforms Proven credit facility negotiation experience ideally from a fund or an asset manager perspective Effective at leading and influencing across all levels of seniority with strong managerial experience #LI-Hybrid #LI-MB1 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 $150,000-$185,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 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.
    $150k-185k yearly Auto-Apply 46d ago
  • Assistant Controller - Private Equity & Credit

    Neuberger Berman 4.9company rating

    Day, NY jobs

    NB Alternatives - Private Equity is a rapidly growing group within Neuberger Berman with over $90 billion of investor commitments across our private equity fund of funds, secondary investments, co-investment and direct investment areas, including private credit. Due to the complex nature of the funds, the accounting, valuation and operations functions are critical control functions with respect to the business. This individual will bear day-to-day responsibility for managing the finance and accounting work streams. Responsibilities: Member of the finance team responsible for the accounting and financial reporting oversight for Pre IPO equity and credit funds Oversight of the Fund Administrator responsible for the preparation of the quarterly financial statements, capital account statements, capital calls and distribution notices Oversight and compliance of fund credit facilities by accurately comprehending and interpreting the agreement, while maintaining a thorough knowledge of the assets in the portfolio Review and analyze distribution waterfalls based on fund legal documents Review partnership and fund IRRs on a quarterly basis and prepare ad hoc calculations Review management fee calculations Assist audit and tax professionals in year-end audit and tax reporting Prepare detailed cash projections for fund liquidity reporting Assist marketing in preparation of LP specific reporting and responses to prospective client RFP Work with investor relations to answer LP questions Various ad-hoc requests from senior management and portfolio managers Assist with SEC or other regulatory compliance as required Qualifications: Bachelor's or higher degree in Accounting or Finance Strong understanding of accounting theory and fund accounting and financial reporting 5 - 8 years of accounting/finance experience; CPA a plus, but not required Experience with credit related products, including loan settlement and trade reconciliations is a plus Highly detail oriented and organized Ability to meet assigned deadlines Excellent communication and interpersonal skills with a customer service focus Ability to act and operate independently with minimal daily direction from manager to accomplish objectives Proficiency with email and Microsoft Office applications Ability to work cooperatively and collaboratively with all levels of employees, management, and external agencies to maximize performance, creativity, problem solving, and results LI-Hybrid LI-MB1 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 $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, 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.
    $110k-135k yearly Auto-Apply 40d ago
  • Assistant Fund Controller - RESI

    Neuberger Berman 4.9company rating

    Day, NY jobs

    Neuberger Berman is seeking an Assistant Fund Controller to join the finance team that is responsible for the financial and investor reporting, treasury and capital management, and performance measurement / analysis for a series of commingled investment funds and separate account mandates, focused on investing in Real Estate Operating Companies and Real Estate Mortgage Loans. Responsibilities: Collaborate and support a team of Fund Controllers with all aspects of financial and investor reporting, including performance measurement Provide assistance and support to the RE Tax Manager, Investor Relations and Legal teams Provide guidance and mentor junior accountant on the finance team Prepare quarterly workbooks supporting / analyzing the accounts of the Real Estate Funds, their subsidiary REITs and Blocker Corps, and the up-stream investment and Carried Interest vehicles Support Treasury operations, including cash liquidity management, wire transfers processing, and recording investment and investor activity in the general ledger system (MRI) Communicate with Fund Administrator to support the Financial Reporting Process of the Real Estate Mortgage Loan Mandates Prepare and reconcile Performance Measurement Calculations, including Net / Gross and Levered / Unlevered IRRs, investment multiples and time-weighted returns Reporting, recording and monitoring of investment activity, including ensuring income calculations and timing are in compliance with underlying Portfolio Company agreements Preparation of periodic investor supplemental reports, including information related to the funds and their underlying investments Prepare quarterly financial investor and consultant questionnaires Working to create process improvements and efficiencies in all areas of responsibilities Qualifications: CPA with a bachelor's degree in accounting 4-7 years of experience with a Big 4 Accounting Firm (preferred) Prior experience with Private Equity and / or Real Estate Investment Funds is required Strong Microsoft Office skills Willingness and demonstrated ability to work in a collaborative environment Must be a self-starter, dedicated to the success of the organization's goals Excellent analytical skills, strong planning and organizational skills Strong written and verbal communication skills Ambitious and able to work well under pressure Creative, capable of seeing opportunities to improve processes while maintaining or enhancing the control environment Understanding of basic coding language and AI tools #LI-Hybird #LI-MB1 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 $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, 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.
    $110k-135k yearly Auto-Apply 40d ago
  • Vice President, Private Wealth Revenue & Advisor Compensation Lead

    Neuberger Berman 4.9company rating

    New York, NY jobs

    Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. **Key Responsibilities:** **Client Billing Operations:** + Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing + Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement + Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly + Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts + Partner with Private Wealth leadership team to design and implement new pricing structures + Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management **Compensation Management:** + Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence + Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts + Partner with Private Wealth leadership team to design and implement new compensation frameworks + Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs **Process Improvement & Technology Enablement:** + Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance + Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead + Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement **Collaboration & Stakeholder Engagement:** + Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues + Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment + Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization **Required Qualifications:** + Bachelor's degree in finance, Accounting, Business Administration, or a related field + 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management + Demonstrated experience leading change management and process innovation initiatives + Proven ability to lead and inspire multiple teams toward a shared strategic vision + Advanced proficiency in Microsoft Excel and PowerPoint + Exceptional communication, organizational, and problem-solving skills + Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities **Desired Skills:** + Experience in private wealth, asset management, or investment advisory industry + Hands-on experience with commission-based compensation and financial systems/software + Experience with AI, machine learning, or advanced analytics tools for automation and process improvement + Knowledge of SAP is a plus + Strategic, creative, and collaborative problem-solving abilities. + Proven ability to learn and communicate complex processes quickly and effectively Compensation Details The salary range for this role is $150,000-$180,000. 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: **************************
    $150k-180k yearly 60d+ ago
  • Vice President, Private Wealth Revenue & Advisor Compensation Lead

    Neuberger Berman 4.9company rating

    New York, NY jobs

    Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. Key Responsibilities: Client Billing Operations: Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts Partner with Private Wealth leadership team to design and implement new pricing structures Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management Compensation Management: Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts Partner with Private Wealth leadership team to design and implement new compensation frameworks Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs Process Improvement & Technology Enablement: Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement Collaboration & Stakeholder Engagement: Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization Required Qualifications: Bachelor's degree in finance, Accounting, Business Administration, or a related field 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management Demonstrated experience leading change management and process innovation initiatives Proven ability to lead and inspire multiple teams toward a shared strategic vision Advanced proficiency in Microsoft Excel and PowerPoint Exceptional communication, organizational, and problem-solving skills Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities Desired Skills: Experience in private wealth, asset management, or investment advisory industry Hands-on experience with commission-based compensation and financial systems/software Experience with AI, machine learning, or advanced analytics tools for automation and process improvement Knowledge of SAP is a plus Strategic, creative, and collaborative problem-solving abilities. Proven ability to learn and communicate complex processes quickly and effectively Compensation Details The salary range for this role is $150,000-$180,000. 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.
    $150k-180k yearly Auto-Apply 60d+ ago
  • Specialty Finance Fund Launch and Onboarding Project Manager

    Neuberger Berman 4.9company rating

    New York, NY jobs

    The Fund Onboarding Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings. The Fund Launch Project Manager will primarily support a deal team investing in Specialty Finance (private loans, whole loans, and other specialty finance investments. The focus is on the overall support model-managing end-to-end fund launches and deal support, liaising across internal teams (legal, finance, operations, technology, portfolio management), and coordinating all setups required to close deals and implement funds. The Onboarding team identifies the requirements for the launches, designs solutions and coordinates across multiple departments to ensure that all project tasks are identified and completed in a timely manner to support successful implementation. Primary Responsibilities: Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology) Lead the implementation for specialty finance products, including private loans, whole loans, and related fund launches across internal teams and all external service providers Participate in the review of complex fund structures to ensure the optimal support model is designed Analyze the support model and manage the setups required for new types of deals Develop and manage project plans, including establishing key milestones, identifying tasks and owners and documenting the areas of focus, risks, and appropriate timelines while ensuring successful execution and delivery Create and maintain project documentation, workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing systems and capabilities across the Firm Prepare management reports, track progress, and deliver presentations to senior management and key stakeholders, ensuring transparency and accountability throughout the onboarding lifecycle. Ensure accounts are opened in a timely manner, both internally and externally with service providers Qualifications: Bachelor's degree (finance or accounting preferred) or equivalent experience. 7+ years in financial services operations, with direct exposure to specialty finance, private loans, or private credit; hands-on experience managing fund/deal implementations strongly preferred. Strong project management, analytical, organizational skills, and is adept at creating and maintaining project plans, documentation, and workflows. Proficient in Microsoft Office (Excel, Word, PowerPoint, MS Project); experience with Visio, Miro, and Monday.com is a plus. Effective communicator, team player, and self-starter Able to work under pressure and adapt to changing priorities. Detail-oriented, intellectually curious, and comfortable driving change and process improvements. 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.
    $130k-170k yearly Auto-Apply 60d+ ago
  • Treasury - Vice President

    Neuberger Berman 4.9company rating

    Day, NY jobs

    Neuberger Berman is seeking a Vice President of Treasury for the NB Alternatives platform. This role represents an opportunity to be an initial member in the build out of the centralized treasury team supporting the overall NB Alternatives platform. The Vice President of Treasury will report to the Head of Treasury for NB Alternatives. Responsibilities: Assist with the development, implementation and management of Treasury related systems and policies Develop and maintain bank relationships across multiple coverage segments including corporate banking, financial institutions/sponsors, foreign exchange and interest rate desks, and fund finance/asset-backed lending Analyze and execute hedging strategies to mitigate financial risks related to foreign exchange and interest rate markets; advise Investment teams on hedging strategies Liquidity management/forecasting and investment of cash portfolios Negotiate and execute funding programs (credit facilities, subscription lines, NAV/asset-backed facilities) Ongoing compliance of credit facilities including review and submission of recurring compliance certifications Negotiation of bank fees cards and interest deposit rates Advise Finance and Operations teams on Treasury related items Ongoing monitoring of bank credit exposures Qualifications: Minimum of 10 years of experience in treasury, corporate finance, FP&A, and accounting Strong understanding of monetary markets, foreign exchange, interest rate markets, business investment management, financing strategies, and hedging strategies Relevant work experience in investment management industry is ideal Proficiency with Bloomberg terminals, Treasury Management Systems (TMS), and bank platforms Proven credit facility negotiation experience ideally from a fund or an asset manager perspective Effective at leading and influencing across all levels of seniority with strong managerial experience #LI-Hybrid #LI-MB1 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 $150,000-$185,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 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.
    $150k-185k yearly Auto-Apply 49d ago
  • Vice President, Private Wealth Revenue & Advisor Compensation Lead

    Neuberger Berman 4.9company rating

    Day, NY jobs

    Neuberger Berman is seeking a dynamic and results-driven Manager to lead Client Billing and Production Compensation for our Private Wealth business ($80Bn+ in Assets under management). This high-impact role requires a professional who can balance operational excellence but can also proactively solution enhancements to drive efficiency and support business growth. The ideal candidate will bring relevant private wealth experience, strong analytical skills, and a demonstrated ability to lead change and influence cross-functional teams. This role requires close collaboration with Private Wealth leadership team, Payroll, Fund Admin, Legal, Operations, Technology, among others. Key Responsibilities: Client Billing Operations: Oversee all aspects of the client billing lifecycle, ensuring accurate and timely calculations, collections, and invoicing Direct quarterly Investment Advisory fee billing, including complex exception reporting and root-cause resolution, driving continuous process improvement Monitor and optimize receivables management, payment application, and reconciliation with third-party custodians to maximize collections and resolve outstanding items swiftly Collaborate with the Controller team for month-end general ledger close, ensuring accurate reconciliation of revenue and balance sheet accounts Partner with Private Wealth leadership team to design and implement new pricing structures Lead all ad-hoc reporting and project-related requests, and special analyses to identify actionable insights for senior management Compensation Management: Oversee the monthly compensation process for Private Wealth production-based teams, ensuring precision and operational excellence Supervise the close of compensation expenses, perform in-depth P&L variance reviews, and reconcile balance sheet accounts Partner with Private Wealth leadership team to design and implement new compensation frameworks Produce tailored, data-driven analyses to support senior management decision-making and emerging business needs Process Improvement & Technology Enablement: Champion the adoption of advanced analytics, AI, and automation to drive transformative change and elevate operational performance Lead the design, testing, and implementation of technology solutions and automation projects, partnering closely with Data Analytics and Solutions Lead Document, communicate, and roll out new processes and enhancements, ensuring seamless adoption and user engagement Collaboration & Stakeholder Engagement: Build and nurture strong partnerships with Private Wealth leadership, HCM, Technology, Legal, and Operations to implement billing and compensation plans and resolve issues Effectively articulate complex concepts to diverse audiences, fostering understanding and alignment Promote a collaborative, innovative, and continuous improvement mindset within the team and across the organization Required Qualifications: Bachelor's degree in finance, Accounting, Business Administration, or a related field 8-12 years of experience in accounting, financial reporting, client billing, sales compensation, or financial analysis, preferably within private wealth or asset management Demonstrated experience leading change management and process innovation initiatives Proven ability to lead and inspire multiple teams toward a shared strategic vision Advanced proficiency in Microsoft Excel and PowerPoint Exceptional communication, organizational, and problem-solving skills Ability to thrive in a fast-paced, deadline-driven environment while juggling multiple priorities Desired Skills: Experience in private wealth, asset management, or investment advisory industry Hands-on experience with commission-based compensation and financial systems/software Experience with AI, machine learning, or advanced analytics tools for automation and process improvement Knowledge of SAP is a plus Strategic, creative, and collaborative problem-solving abilities. Proven ability to learn and communicate complex processes quickly and effectively Compensation Details The salary range for this role is $150,000-$180,000. 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.
    $150k-180k yearly Auto-Apply 60d+ ago
  • Specialty Finance Fund Launch and Onboarding Project Manager

    Neuberger Berman 4.9company rating

    Day, NY jobs

    The Fund Onboarding Team is responsible for managing the implementation of new products, institutional client mandates, portfolio management or deal teams, and strategic offerings. The Fund Launch Project Manager will primarily support a deal team investing in Specialty Finance (private loans, whole loans, and other specialty finance investments. The focus is on the overall support model-managing end-to-end fund launches and deal support, liaising across internal teams (legal, finance, operations, technology, portfolio management), and coordinating all setups required to close deals and implement funds. The Onboarding team identifies the requirements for the launches, designs solutions and coordinates across multiple departments to ensure that all project tasks are identified and completed in a timely manner to support successful implementation. Primary Responsibilities: Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology) Lead the implementation for specialty finance products, including private loans, whole loans, and related fund launches across internal teams and all external service providers Participate in the review of complex fund structures to ensure the optimal support model is designed Analyze the support model and manage the setups required for new types of deals Develop and manage project plans, including establishing key milestones, identifying tasks and owners and documenting the areas of focus, risks, and appropriate timelines while ensuring successful execution and delivery Create and maintain project documentation, workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing systems and capabilities across the Firm Prepare management reports, track progress, and deliver presentations to senior management and key stakeholders, ensuring transparency and accountability throughout the onboarding lifecycle. Ensure accounts are opened in a timely manner, both internally and externally with service providers Qualifications: Bachelor's degree (finance or accounting preferred) or equivalent experience. 7+ years in financial services operations, with direct exposure to specialty finance, private loans, or private credit; hands-on experience managing fund/deal implementations strongly preferred. Strong project management, analytical, organizational skills, and is adept at creating and maintaining project plans, documentation, and workflows. Proficient in Microsoft Office (Excel, Word, PowerPoint, MS Project); experience with Visio, Miro, and Monday.com is a plus. Effective communicator, team player, and self-starter Able to work under pressure and adapt to changing priorities. Detail-oriented, intellectually curious, and comfortable driving change and process improvements. 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.
    $130k-170k yearly Auto-Apply 8d ago

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