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Neuberger Berman jobs in New York, NY - 1031 jobs

  • Product Manager, Investment Team Support

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    We are seeking a seasoned and proactive individual to join Investment Team Support to lead a high-performing function within the Public & Private Markets, with a primary, end-to-end focus on Blackrock's Aladdin. This global role will serve as the primary operational partner and escalation point for all Investment Teams, including Equities, Fixed Income, Loans, Liquidity, and Multi-Asset strategies across workflows, data, controls, interfaces, and analytics. This team is the operational front line, aligned to Investment Teams and Traders to provide high-touch support, proactively monitor servicing, and resolve front-to-back issues impacting execution, risk, performance attribution and reporting. The role centralizes Aladdin problem-solving, builds operating playbooks, and drives change management for platform and regulatory/process updates, partnering closely with Middle Office, Custodians, Brokers, Technology, Compliance, and Risk. Responsibilities Include: Provide dedicated operational support to investment product/strategy across asset classes with end-to-end Aladdin ownership. Serve as operational oversight of portfolio-level data and controls for Investment Teams and Traders within the Aladdin ecosystem (orders, compliance, allocations, trades, positions, pricing, analytics, reconciliations, interfaces, and start-of-day publishing). Anticipate PM needs and resolve Aladdin-centric workflow issues; translate requirements into Aladdin configurations and controls. Lead incident management (triage, RCA, remediation, stakeholder communication) and post-incident trend analysis to strengthen Aladdin controls. Streamline operations and enhance controls using Aladdin data/technology; define KPIs/SLAs and publish actionable scorecards to senior management. Drive UAT, training, and adoption for Aladdin platform changes and regulatory/process transformations. Foster a culture of ownership, client focus, and continuous improvement; allocate resources to support changing priorities. Build deep relationships with PMs, Traders, Operations, Compliance, Technology, and Risk; represent investment teams in process, regulatory, and platform forums. Lead resolution efforts for operational issues with an Aladdin focus, working cross-functionally with Middle Office, Custodians, Brokers, Technology, and Compliance teams. Foster a culture of ownership, client focus, and continuous improvement across Aladdin-enabled workflows. Serve as a trusted advisor, ensuring investment teams receive timely, high-quality Aladdin support. Represent the voice of the investment teams in forums related to process improvement, regulatory change, and platform transformation. Qualifications: 10+ years of experience in investment operations, front-office support, or middle office roles at a global asset manager or financial institution. (Buy Side experience is a must have) 5+ years of end-to-end Aladdin expertise across order management, compliance, trade lifecycle, positions/pricing, analytics, reconciliations, interfaces/integrations, and start-of-day publishing; complementary experience with CTM, WSO, GTSS, CLS, Bloomberg, and FactSet. Ability to translate PM requirements into Aladdin configurations, workflows, and controls. Proven leadership running front-to-back support across multiple strategies and asset classes. Deep knowledge of investment vehicles including pooled funds, institutional mandates, and separately managed accounts (SMAs). Extensive experience with trade management workflows, regulatory reporting, incident oversight, and operational KPIs/SLAs; ability to define and publish Aladdin-centric scorecards. Experience with global standards, broker/custodian practices, and control frameworks; audit readiness and remediation in Aladdin-enabled workflows. Data-driven approach to identifying trends, managing performance, and enhancing operational resilience; advanced Excel and familiarity with SQL/BI tools (Tableau/Power BI) for KPI dashboards. Exceptional communication and stakeholder management; comfort engaging PMs and senior leadership during incidents and change events, operating in a global, time-sensitive environment. Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $130,000-$170,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $130k-170k yearly Auto-Apply 60d+ ago
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  • Experienced Hire Opportunities

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    At Neuberger, our success is driven by the expertise and dedication of our people. As a leading global asset management firm, we are continuously seeking accomplished professionals who are passionate about making a meaningful impact in the industry. By joining our Experienced Professional Talent Pool, you signal your interest in contributing to our dynamic and collaborative environment, where innovation, integrity, and client focus are at the core of everything we do. We invite experienced candidates from diverse backgrounds and experiences to submit their credentials for future consideration. Your application will allow our Neuberger Recruiting team to proactively connect you with opportunities that align with your skills, experience, and career goals as new roles become available. Neuberger offers a culture of continuous learning and development, and the chance to work alongside industry leaders in an entrepreneurial setting. Whether you are seeking to advance your expertise, lead transformative initiatives, or broaden your impact, we encourage you to join our network of talented professionals. Submit your application today to be among the first considered for upcoming openings and take the next step in your career journey with Neuberger. Please note, this job posting is not for any specific role or position in any particular department at Neuberger. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $77k-116k yearly est. Auto-Apply 60d+ ago
  • Senior Director, People Governance and Controls

    The Bank of New York Mellon 4.4company rating

    New York, NY job

    At BNY, our culture allows us to run our company better and enables employees' growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide. Recognized as a top destination for innovators, BNY is where bold ideas meet advanced technology and exceptional talent. Together, we power the future of finance - and this is what #LifeAtBNY is all about. Join us and be part of something extraordinary. We're seeking a future team member for the role of Senior Director, People Governance and Controls, to join our People team. This role is located in New York, NY. This individual will lead the control environment across all People Team functions, driving strategic initiatives to enhance controls, reduce risk, and ensure compliance with internal policies, labor laws, and regulatory requirements. Additionally, the individual will partner with senior People Team leadership, the Control Hub, and corporate functions to evolve HR controls. The ideal candidate leverages technology and innovation to improve risk management and positively impact employee experience and organizational outcomes. In this role, you'll make an impact in the following ways: Assess, develop, and execute a robust control and governance strategy across all People Team functions to mitigate risk, ensure compliance and algin with organizational goals. Partner with People Team leadership and cross-functional teams to identify control gaps and design effective stop-gap measures. Advise senior HR leadership on risk, compliance, and control matters, overseeing risk identification, assessment, and mitigation across People Team processes including payroll, benefits, talent acquisition, and employee relations, etc. Ensure compliance with internal policies and external regulations, leading control testing, timely remediation of deficiencies, and continuous improvement initiatives. Collaborate with internal audit and external assurance teams on control reviews and audits. Oversee the development and execution of rigorous control testing programs to validate effectiveness and adherence to standards. Ensure the timely identification, escalation, and remediation of control deficiencies. Champion the implementation of advanced automation solutions to enhance control efficiency, reduce manual effort, and streamline testing, monitoring, and reporting processes. To be successful in this role, we're seeking the following: 15+ years of progressive People Team/Human Resources experience with a focus on controls, governance, and risk management. Bachelor's degree required; advanced degree or relevant certifications (e.g., SHRM-SCP, CCP, CRISC) preferred. Extensive knowledge of all People domains including payroll, benefits, talent management, and HRIS. Proven track record implementing controls frameworks in large, complex organizations, preferably in financial services. Strong understanding of regulatory and compliance requirements impacting People function. Experience leveraging automation and AI to improve HR processes and controls. Excellent leadership, communication, and stakeholder management skills. Ability to work collaboratively across functions and influence at senior levels. At BNY, our culture speaks for itself, check out the latest BNY news at: BNY Newsroom BNY LinkedIn Here's a few of our recent awards: America's Most Innovative Companies, Fortune, 2025 World's Most Admired Companies, Fortune 2025 "Most Just Companies", Just Capital and CNBC, 2025 Our Benefits and Rewards: BNY offers highly competitive compensation, benefits, and wellbeing programs rooted in a strong culture of excellence and our pay-for-performance philosophy. We provide access to flexible global resources and tools for your life's journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of our team, along with generous paid leaves, including paid volunteer time, that can support you and your family through moments that matter. BNY is an Equal Employment Opportunity/Affirmative Action Employer - Underrepresented racial and ethnic groups/Females/Individuals with Disabilities/Protected Veterans. BNY assesses market data to ensure a competitive compensation package for our employees. The base salary for this position is expected to be between $136,500 and $275,000 per year at the commencement of employment. However, base salary if hired will be determined on an individualized basis, including as to experience and market location, and is only part of the BNY total compensation package, which, depending on the position, may also include commission earnings, discretionary bonuses, short and long-term incentive packages, and Company-sponsored benefit programs. This position is at-will and the Company reserves the right to modify base (as well as any other discretionary payment or compensation) at any time, including for reasons related to individual performance, change in geographic location, Company or individual department/team performance and market factors.
    $136.5k-275k yearly 5d ago
  • Model Risk (Risk Management) : Job Level - Associate

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley's Firm Risk Management (FRM) Division is an exciting and rapidly growing space. We support Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks. Responsibilities * Perform independent review and model validation for the firm's Pre-Provision Net Revenue (PPNR) models, compliant with Model Risk Management policies and procedures, regulatory guidance, and industry leading practices. * Develop challenger model methodologies for the official production models. * Write comprehensive validation documentation for models validated. * Effectively communicate model validation conclusions to senior management and relevant stakeholders. * Represent Model Risk Management team in interactions with regulatory agencies. Requirements * 3+ years' in relevant risk management experience including model risk management and risks analytics preferred * Masters or Doctorate degree in a quantitative discipline such as Statistics, Mathematics, Physics, Computer Science or Engineering is preferred * Working knowledge of statistical techniques, quantitative finance and programming is essential; good understanding of various complex financial instruments is preferred. * Prior experience with developing or validating models is a plus. * Expertise in PPNR Models. * Prior experience with fixed income products (for example, securitized products, rates and corporate credit) is a plus. * Prior experience with the treasury investment portfolio is a plus. * Strong written and verbal communication, critical thinking, problem solving and team collaboration skills. * Familiarity with coding languages (R and Python preferred). * Familiarity with regulatory requirements e.g., Comprehensive Capital Analysis and review (CCAR), Internal capital adequacy assessment processes (ICAAP) and regulators such as Fed, Office of the Comptroller of the Currency (OCC), Property Reserve Analysis (PRA), European Banking Authority (EBA) is desired * Desire to work in a dynamic, team-oriented environment focusing on challenging tasks mixing fundamental, quantitative, and market-oriented knowledge and skills preferred. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 39d ago
  • Corporate Derivatives - Equities Solutions Trader

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley's Institutional Securities Group (ISG) is a remarkably broad and diversified business. We provide institutions with almost every kind of financial product and service across the world's major markets. Whether you're interested in planning complex deals; trading on the moment-to-moment movements of the capital markets; analyzing the financial needs of a company or a wealthy family, Morgan Stanley is the place to be. The Corporate Derivatives Trading desk within the Institutional Equity Division is responsible for pricing, trading, and risk-managing both vanilla and complex derivative products for corporate clients of the firm. Products range from vanilla options to more complex exotic payoffs and margin lending. Trades typically consist of single stock underliers, but given the complexity of some of the risks, members of the desk must be able to understand a wide variety of instruments and financial markets. Traders on the team are responsible for: Pricing and structuring of margin loans and derivatives transactions for corporate and wealth clients Collaborating with members of the Global Capital Markets and IED derivatives teams on idea generation and structuring of client requests Conducting research on stocks / companies in order to evaluate risks and make trading decisions Daily risk management and hedging of the trading books, including close interaction with other traders and brokers Driving forward new technology and infrastructure projects with IT and desk strategists The trading desk currently consists of a small team looking to hire a senior associate/VP level candidate to help with all the above responsibilities. The ideal candidate will have experience on margin loans and derivatives engineering and trading with an ability to understand more complex payoffs, and will be proactive, a team player, and willing to learn and take on responsibility quickly. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates will be between $200,000 and $250,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $200k-250k yearly Auto-Apply 60d+ ago
  • FID, Strats, Release Manager - Vice President

    Morgan Stanley 4.6company rating

    New York, NY job

    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve clients worldwide including corporations, governments, and individuals from more than 1,200 offices in 43 countries. As a market leader, the talent and passion of our people is critical to our success. Together, we share a common set of values rooted in integrity, excellence, and strong team ethic. Morgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our culture. The Fixed Income Division is comprised of Interest Rate and Currency Products, Credit Products and Distribution. Professionals in the Division assess and actively manage risk, trade securities, and structure as well as execute innovative transactions in the fast-paced and constantly changing global markets. The Commodities Division is a market leader across a broad range of commodities markets, with expertise in areas including client risk management, financing solutions and investor products Sales & Trading. Primary Responsibilities: We are looking for a senior technical, hands-on specialist to handle the coordination of testing and release process for the Fixed Income pricing and risk modelling libraries and reference data. This is a challenging and high-profile role which spans the end-to-end software development cycle (SDLC) - including managing source code branches, preparing and delivering release candidate builds into testing, and working with QA, IT, trading desk strategists, and production support teams through the test cycle to sign-off, integration into consumer applications, and release. Located in New York, this role is a critical point of contact for desk strategists, technology and QA colleagues in that timezone, maintains continuity of SDLC activities in Follow the Sun model in a global release management team with colleagues in India and London. The successful candidate will also help with improving our automated build, release, integration and testing infrastructure covering the entire SDLC across several million lines of C++, Java, and Scala source code. This will include configuration of Jenkins jobs, source code management tooling, and supporting trading desk strategists' use of development environment. Most of the Fixed Income portfolio is valued and risked using these pricing and risk modelling libraries, which are used by many varied applications throughout the firm and have multiple inter-dependencies. This requires that we build the libraries in a consistent manner on multiple different platforms, and integrate them into the varied application landscape, which is itself constantly changing. Our ability to patch, test and release new functionality within hours if not minutes can be critical to our success as a business, and the successful candidate will be critical to helping us achieve this. Qualifications Essential: * extensive experience as hands-on release manager, testing, or application support specialist, preferably in financial services * extensive experience with git and its use in support of feature and release branching strategies, patching, release notes management * extensive experience of managing testing cycles, bug tracking, stakeholder communication, release prioritisation, change management * extensive experience of using Jenkins, BitBucket and effectively using these to build release candidates and optimise build automation flow * experience of writing scripts (eg in python) for tasks such as promotion and propagation of artifacts, generation of release notes, custom SDLC actions * experience of working in a globally distributed team Desirable: * some development experience in Java or C++ so as to be able to read source code to conduct code mergers and conflicts, update test baselines * some experience with C++ development environment and multi-platform c++ builds in linux and windows * familiarity with build tools such as bazel, cmake, premake, make, visual studio devenv/msbuild, and build acceleration tools such as Incredibuild, distcc and ccache * familiarity with standard code quality tools such as sonar, cpplint * familiarity with package/dependency management tools such as conan, maven, artifactory WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $160,000 and $250,000 for Vice President at commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $160k-250k yearly Auto-Apply 60d+ ago
  • Client Advisory Specialist

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    As part of the newly created Client Advisory Team, the Client Advisory Specialist will serve as a multi-territory coordinator, partnering with the field sales team to cover financial advisors, as well as field sales and market leadership teams across a select group of partner firms. Internally, the Specialist will collaborate with leadership, investment teams, national accounts, specialists, marketing, product management, and data/analytics teams to deliver the breadth of Neuberger Berman's resources and capabilities to clients. Primary functions include data-driven business planning and execution, deepening engagement with existing clients, supporting and developing new opportunities, and driving business development through market-level partnerships. Responsibilities Partner with Advisor Consultants to optimize business management and deliver a top-tier experience for clients and prospective clients Leverage data and field knowledge to optimize and scale territory coverage Engage clients through service to deepen and expand existing relationships Professionally manage pipeline opportunities in partnership with Advisor Consultants; iteratively advance opportunities to the “next best step” and collaborate to leverage Neuberger Berman resources where appropriate Develop coverage of market leaders and field specialists with a focus on strategic relationship building and partnership-oriented business development opportunities Align with home office coverage to prioritize Neuberger Berman's resources for relevance across partner firms and advisor segments Scale the allocation of firm resources with a focus on driving leverage Build brand and deepen advisor relationships through consistent, value-added engagement. Primarily engage with clients remotely, with potential for in-territory travel Collaborate with teams to design and implement systems and processes that support our efforts; participate in feedback loops to ensure continuous improvement Qualifications Minimum of five years' experience in intermediary distribution (e.g., FA engagement, home office coverage/support, and/or hybrid or external client coverage) Process-oriented with a team-first mindset; desire, ability, and willingness to commit to process and drive results that benefit the team Strong time management skills; desire, ability, and willingness to sustain a high-volume workload through prioritization and effective time management Adaptability: desire, ability, and willingness to be part of a new initiative that will evolve over time Excellent interpersonal and communication skills; ability to thrive in a fast-paced, collaborative environment Strong analytical and organizational skills with attention to detail; ability to prioritize projects and create and utilize a robust client management process Strong commercial and analytical skills; ability to use, structure, and interpret data at a strategic level Demonstrable leadership capabilities and a self-starter mindset Ability to coordinate client engagement across multiple territories and manage relationships across various roles and seniority levels-both internally and externally Self-motivated and team-oriented CFA, CAIA, or graduate degree (MBA, MS, etc.) preferred Series 7, 63/65, or 66 required (or obtained within 6 months of hire) #LI-JG3 #LI-Hybrid Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $185,000-$190,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $185k-190k yearly Auto-Apply 58d ago
  • Research Associate - Business & Information Services

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    Headquartered in New York with international offices in London, Hong Kong, and Tokyo, our Global Equity Research group provides in-depth sector and macro expertise to identify investment recommendations and emerging industry trends for a range of portfolios and equity products. Through Global Research Strategies, the Global Equity Research group also manages assets in-house to propel core and thematic portfolios addressing cutting-edge investable concepts. To accomplish our shared goals, our team employs deep, fundamental research on hundreds of companies; leverages analysts' strong relationships with management teams; conducts primary research and field work to substantiate our investment theses; and liaises with our colleagues who invest across the capital structure to develop a fuller picture of our investment recommendations. Our Research Associates also work in close partnership with our Data Science team, where our in-house engineers distill and discern unique datasets to corroborate our fundamental work. As an active manager, Neuberger Berman believes that engaging with issuers on financially material topics can improve their performance and reduce their risk profile. We believe that engagement is the responsibility of each investment team as part of their ongoing dialogue with management. Our Stewardship and Sustainable Investing Group (SSI) supports the Global Equity Research Team with these efforts with top-down expertise. Primary Responsibilities: The Research Associate will be a valuable partner to our Global Research team in idea generation, conducting due diligence on potential investments, and monitoring current positions across the Business & Information services sector. The Research Associate will have regular communication with management teams, industry experts, sell-side analysts and portfolio management teams; primary research via channel checks, field research, surveys, or other methods; and Data Science integration supported by those respective teams. Neuberger Berman prides itself on a culture that rewards rigorous analysis, challenging dialogue, and professional and personal respect through robust opportunities for internal advancement. High-performing Research Associates can progress to portfolio management within Research or on one of the portfolio management teams, depending on interest and suitability. Experience & Skills Qualifications: Strong academic credentials Minimum of 5 years of investment banking, sell-side or buy-side research experience in Business & Information Services Passion for investing and the markets Highly organized with ability to manage multiple projects and multi-task while maintaining attention to detail and follow-through Proficient in advanced skills with Microsoft Office, especially Excel Strong analytical and presentation skills. Excellent verbal and written communication skills Capable of working independently and as part of a team Hard-working, motivated, enthusiastic, and personable with strong communication skills Must be able to provide strong personal and professional references Curious and intellectually honest with strong commercial instinct and demonstrated interest in equity markets Enjoys collaborative projects and being part of a team Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. #LI-LN1 #LI-Hybrid Compensation Details The salary range for this role is $145,000-$195,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $145k-195k yearly Auto-Apply 46d ago
  • Internal Audit Associate - Institutional Securities Group Technology

    Morgan Stanley 4.6company rating

    New York, NY job

    We're seeking someone to join our team as an Associate to provide audit coverage for application and system infrastructure supporting Institutional Securities Group Technology Audit. The Internal Audit Division (IAD) drives attention and resources to vulnerabilities by providing an independent and well-informed view and impactful messages about the most important risks facing our Firm. This is accomplished by performing a range of assurance activities to independently assess the quality and effectiveness of Morgan Stanley's system of internal control, including risk management and governance systems and processes. IAD serves as an objective and independent function within the Firm's risk management framework to foster continual improvement of risk management processes. This is an Associate level position within Technology Audit, which is responsible for inspecting controls in the applications that support all three lines of business. Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world. Location: Baltimore, MD (4x per week in office) What you'll do in the role: * Help identify risk and impact to relevant coverage area to prioritize areas of focus * Execute and lead aspects of assurance activities (e.g., audits, continuous monitoring, closure verification) to assess risk and formulate a view on the control environment * Facilitate conversations with stakeholders on risks, their impact and how well they are managed in a clear, timely and structured manner * Assist in managing multiple deliverables in line with team priorities * Solicit and provide feedback and participate in formal and on-the-job training to further develop self and peers What you'll bring to the role: * Understanding of business line and key regulations relevant to coverage area * Strong understanding of audit principles, methodology, tools, and processes (e.g., risk assessments, planning, testing, reporting and continuous monitoring) * Ability to identify and analyze multiple data sources to inform point of view * Ability to ask meaningful questions, understand various viewpoints and adapt messaging accordingly * A commitment to practicing inclusive behaviors * At least 4 years' relevant experience would generally be expected to find the skills required for this role WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $108,000 and $154,500 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $108k-154.5k yearly Auto-Apply 25d ago
  • Business Solutions Group (BSG), Manager

    Morgan Stanley 4.6company rating

    New York, NY job

    The Business Solutions Group (BSG) team sits within Morgan Stanley's Institutional Securities Group (ISG) and functions as an in-house management consulting team supporting the firm with strategic program management and delivery, large-scale transformation, operational improvement, and regulatory change or remediation. The team partners with individual business lines, Legal/Risk/Compliance, and senior firm leadership to drive initiatives to completion. This individual will play a foundational role in shaping the team's capabilities, delivering high-impact engagements. Primary Responsibilities As a key member of the BSG team, this individual will provide program management and delivery support for key business initiatives and will coordinate across multi-disciplinary teams with a key focus on program planning, readiness planning and program execution across all impacted groups (e.g. business, technology, operations, external stakeholders), risk monitoring and remediation planning, and management reporting. Key responsibilities will include but will not be limited to the following: Executive Stakeholder Management Lead high quality, multi-workstream consulting engagements within ISG including front office, risk, finance, operations and technology. Translate strategy into actionable plans with defined ownership and roles/responsibilities and ensure delivery of activities. Communicate insights, recommendations, and progress updates through executive-ready presentations and concise storytelling. People Leadership & Team Development Serve as a role model for analytical rigor, strategic thinking, a “get it done” attitude, and professional conduct. Lead and mentor junior team members by providing coaching, feedback, and growth opportunities. Promote a collaborative, inclusive, high-performance culture that balances excellence with sustainability. Change Execution & Implementation Oversee change management for high-impact transformation programs, ensuring successful adoption. Translate recommendations into detailed roadmaps with owners, milestones, KPIs and governance structures. Ensure that engagements deliver measurable benefits, improved efficiency, enhanced controls, cost optimization or strategic alignment. Partner with business stakeholders and technology, operations, finance and risk teams to diagnose issues, develop recommendations, and translate strategy into actionable initiative and drive sustainable outcomes. Operational & Financial Management Track engagement economics, staffing, budgets and performance metrics. Ensure compliance with regulatory expectations, internal controls, and the bank's governance standards. Contribute to annual planning, portfolio management, and continuous improvement of team processes. Skills Required: Proven ability to manage delivery/execution of a wide range of tasks and initiatives. Proven ability to manage multiple projects and priorities. Proven experience developing partnerships with and successfully coordinating across various business and functional stakeholders. Ability to lead and influence cross-functional teams where there is no direct reporting chain. Experience managing major organizational change programs, such as merger integrations or corporate restructure. Strong written and verbal communications skills. Ability to interact at all levels of the organization and tailor messages appropriately. Strong presentation skills, including ability to create polished PowerPoint presentations for various levels of management. Independent self-starter who can manage multiple activities to aggressive deadlines. Eagerness to learn the business and understand detailed technical requirements. Occasional travel may be required. Qualifications: A minimum of 10-15+ years of professional experience in management consulting, strategy, transformation or a combination of consulting and financial services leadership roles. A strong understanding of the sales and trading ecosystem - products, markets, risk management, finance and regulatory drivers. Proven ability to lead large, complex projects and deliver measurable business impact. Exceptional executive communication skills and comfort interacting with senior leadership. Demonstrated ability to lead, coach, and develop consulting teams. Experience building or scaling an internal consulting, strategy, PMO or transformation function. Prior roles within a top-tier consulting firm (strategy, big 4, etc), a global investment bank or asset management firm. Project management, product development, business management, or management consulting in the financial services industry, ideally Wealth Management. BS/BA degree required. Advanced degrees in business, finance, economics, engineering or related fields preferred. The position will be based in New York City. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $140,000 and $300,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $140k-300k yearly Auto-Apply 33d ago
  • Assistant General Counsel - Alternatives

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    Neuberger Berman is a leading asset manager that is seeking a Private Equity/Investment Management Attorney to provide advice, support and research on a broad variety of legal, regulatory and general corporate matters for their institutional asset management business. The position will support two registered investment advisers focused on private equity fundraising and investing. The position will report to the General Counsel covering the business. This is an exceptional opportunity for a well-rounded investment management attorney who enjoys working on many different sophisticated matters, wants substantial business team and client contact and is a team player. Responsibilities: Provide legal advice relating to fund and separate account formation, as well as investment advisory services to private equity funds and institutional separate account clients Negotiating investment advisory and delegation agreements Working with the Compliance department on policies and procedures Assisting in the development of new investment vehicles and products Advising and coordinating with internal and external counsel relating to mandates Qualifications: At least 4 years' experience within large law firm JD Required Working knowledge of Investment Advisers Act of 1940, Investment Company Act of 1940 and the 1933 and 1934 Acts and ERISA rules Efficient and resourceful, able to work independently, handling multiple and changing priorities, and meet deadlines Excellent organizational skills; detail oriented Strong time-management skills; ability to prioritize multiple tasks efficiently Ability to communicate effectively with senior management #LI-Hybrid #LI-MB1 Compensation Details The salary range for this role is $180,000-$220,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $180k-220k yearly Auto-Apply 60d+ ago
  • Private Wealth Business Enablement Officer

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    The Private Wealth Business Enablement Officer will play a key role in the Private Wealth business' technology budget, prioritization, roadmap, associated business cases, and project lifecycle management. This leader acts as the connective tissue across Private Wealth, Technology, Operations, Compliance, Finance, and client-facing teams to source and validate requirements, size and cost initiatives, and scope change across people, process, policy, and platform. The role leads change management for technology-enabled initiatives, including training, communications, and adoption tracking, operating Private Wealth's strategic program governance and KPI framework. This individual will also represent Private Wealth in all firm-wide enablement initiatives. **Primary Responsibilities:** + Own the development and execution of Private Wealth's technology book of work + Lead the demand intake, triage, and prioritization process for all Private Wealth technology initiatives + Maintain an understanding of all strategic initiatives across the business for the purpose of sequencing work and managing dependencies across people, process, and platforms + Build robust business cases (problem statement, options analysis, cost/benefit, risks, and implementation plan) and facilitate governance approvals + Define success criteria and KPIs (adoption, effectiveness, operational and client impact) for all programs and ensure benefits are tracked and realized + Lead cross-functional requirements creation; document scope, assumptions, and non-functional needs + Assess and integrate end-to-end implications beyond technology (process redesign, procedures/policies, role impacts, controls, training) + Ensure critical milestone and readiness gates (requirements sign-off, design reviews, UAT, change management, controls) are consistently met + Lead stakeholder mapping, training strategy, curriculum/material development, communications planning, and adoption tracking for all technology-enabled change **Experience & Skills Qualifications:** + Bachelor's degree required + 8+ years of experience in Wealth/Asset Management or related financial services, with emphasis on technology portfolio management, product/portfolio ownership, or business transformation + Demonstrated success leading technology prioritization, budgeting, and roadmap management within governed portfolios + Strong business case development skills; proficiency in financial evaluation and trade-off decisioning + Experience leading cross-functional requirements and scoping operating model/process changes beyond technology + Proven change management expertise, including training and communications for system/process rollouts with measurable adoption outcomes + Working knowledge of regulatory drivers impacting Private Wealth and implications for technology/process change + Exceptional stakeholder management, influencing, and communication skills + Demonstrated ability to drive business enablement and lead through change + Highly organized with strong analytical and problem-solving abilities + Ownership mentality + Strong attention to detail + Client prioritization Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. Compensation Details The salary range for this role is $120,000-$175,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. **Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.** _Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._ _Learn about the Applicant Privacy Notice (******************************************************* ._ Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $558 billion in client assets (as of September, 2025) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 770-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: **************************
    $32k-46k yearly est. 52d ago
  • Risk Analytics Operations Management

    Morgan Stanley 4.6company rating

    New York, NY job

    Firm Risk Management Firm Risk Management (FRM) supports Morgan Stanley to achieve its business goals by partnering with business units across the Firm to realize efficient risk-adjusted returns, acting as a strategic advisor to the Board and protecting the Firm from exposure to losses as a result of credit, market, liquidity, operational, model and other risks Background on the Position The role will reside within the Firm Risk Management's Risk Analytics area. Risk Analytics develops market risk analytics, credit risk analytics and scenario analytics models providing quantitative analysis on the Firm's risk exposures. By developing mathematical and statistical models, Risk Analytics calculates the risks associated with specified sets of financial positions and day-to-day operations. Risk Analytics COO Team covers a broad array of areas for the department, including planning, budget/resource management, model advisory & support, recruiting, project management, management of Regulatory/Internal Audit /Model Risk Management deliverables, governance, controls, policies & procedures, training and talent development. Primary Responsibilities > Provide project management support on a variety of initiatives > Track various regulatory, audit and model related deliverables > Understand the models and approaches used and provide advisory support or challenge to the model developers > Lead or present at meetings; prepare relevant meeting materials as well as presentations on models and associated processes working with the model developers > Support organizational, infrastructure/technology initiatives in coordination with other teams > Develop and maintain model policies and procedures Qualifications > Bachelor's degree required > Minimum of two years of experience at financial institution or consulting firm in a technical project management or coding capacity > Strong analytical skills, logical ability with a proven record of attention to detail > Advanced knowledge of MS Excel, PowerPoint and Word > Ability to build strong working relationships with key business partners > Self-motivator and team player who brings a can-do approach > Strong interpersonal and communication skills, written and verbal Firm Risk Management values diversity and is committed to providing a supportive and inclusive workplace for all employees. This role is hybrid and currently requires in office attendance 3 days/week. The in office requirement is subject to change at any time. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Expected base pay rates for the role will be between $100,000 and $140,000 year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $100k-140k yearly Auto-Apply 2d ago
  • Private Wealth Compensation and Billing - Associate

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    Neuberger Berman is seeking a skilled and detail-oriented professional to join our Production Compensation Team within the Finance group. In this role, you will support the end-to-end compensation process for our Global Institutional and Intermediary sales teams, contributing to innovation, efficiency, and insights that assist the firm's financial planning. The position involves working closely with various groups, including Payroll, Client Billing, Fund Admin, HCM Business Partners, Client Coverage Management, and Technology, to help ensure the effective execution of the sales compensation process. You will have the opportunity to apply your analytical and technical expertise to inform decision-making and contribute to ongoing improvements in workflows and technology. Key Responsibilities: * Own the Process: Ensure timely, accurate, and efficient processing of monthly, quarterly, and annual compensation calculations for production-based teams; review and distribute detailed compensation statements to sales teams * Problem-Solve with Precision: Perform root-cause analysis for payout variances and deliver clear, data-driven explanations to Client Coverage Management teams * Deliver Insights: Prepare compensation trend analysis and forecasts to senior management * Financial Oversight: Record compensation expense transactions in the general ledger, including assessment of P&L impact and performing balance sheet reconciliations. * Collaborate Across Teams: Collaborate with HCM, Technology, and Client Coverage Management to implement compensation plans accurately and resolve issues effectively * Drive Innovation: Support the design, testing, and implementation of technology enhancements to optimize compensation processes * Enhance Efficiency: Identify and recommend process and data improvements to increase scalability, accuracy, and efficiency across workflows Qualifications: * Bachelor's degree in accounting or finance * 4-6 years of experience in accounting, financial reporting, and analysis. * Experience with commission-based compensation is required * Asset Management/Investment Advisory industry expertise is preferred * Advanced proficiency in Microsoft Excel and PowerPoint is essential; knowledge of SAP is a plus * Strong communication skills (both written and verbal); ability to communicate clearly to senior management and other key stakeholders * Exceptional attention to detail, organizational skills, and problem-solving abilities * Ability to balance multiple priorities under tight deadlines in a high-profile, fast-paced environment * Collaborative mindset with a willingness to contribute to a variety of initiatives LI-MB1 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 $75,000-$95,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 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.
    $75k-95k yearly Auto-Apply 8d ago
  • Firmwide Artificial Intelligence Talent Portal

    Morgan Stanley 4.6company rating

    Great Neck Plaza, NY job

    Thank you for your interest in joining our team! By submitting your application, you are being considered for our talent pipeline. While we may not have a current open position that matches your skills and experience, we will keep your information on file for future opportunities. If a suitable role arises, our team will reach out to you directly to discuss the potential match. We appreciate your time and encourage you to stay connected with us! Firmwide AI Overview The Firmwide AI Team at Morgan Stanley is a dynamic and innovative department that serves as a center of AI enablement for the firm. The team is dedicated to transforming our operations to realize efficiencies, create capacity for growth investment, and enhance client services through strategic AI integration. The team's responsibilities are diverse and dynamic: it spearheads innovation through targeted use case development, enforces AI governance standards, evaluates the impact of AI on the Firm's operations, and empowers our workforce with knowledge of GenAI technologies. Firmwide AI works closely with key stakeholders, such as technology, compliance, and various business units across the Firm. The team is committed to fostering a culture of continuous learning and provide education on AI technologies to other departments within the company. Employees play a crucial role in supporting the generative AI strategy across the Firm through varying capacities, including digital content strategy, generative AI solutioning, user engagement, performance monitoring, project management, risk management, optimization, and continuous improvement initiatives. WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 85 years. At our foundation are five core values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - that guide our more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find trusted colleagues, committed mentors and a culture that values diverse perspectives, individual intellect and cross-collaboration. We Firm is differentiated by the caliber of our diverse team. While our company culture and commitment to inclusion define our legacy and shape our future, helping to strengthen our business and bring value to clients around the world. Learn more about how we put this commitment to action: morganstanley.com/diversity. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. We're committed to bringing passion and customer focus to the business. Required Experience for our Associate roles: 3 years Expected base pay rates for the role will be between $80,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Required Experience for Director roles: 4-6 years Expected base pay rates for the role will be between $90,000 and $155,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).
    $90k-155k yearly Auto-Apply 60d+ ago
  • Paralegal

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    NB is seeking a Paralegal that has a desire to work in a vibrant and fast-growing private equity business. The ideal candidate will have transaction management experience and the agility and poise to work in a high-volume, dynamic environment and "ride herd" over a team of counsel (both internal and external) and businesspeople in order to ensure transactions, entity formation, AML requests, account openings and a variety of other functions are properly and timely executed. Responsibilities: * Coordinate investment procedure and documentation across private equity investments including primaries, secondaries, and co-investments * Preparation and coordination of documentation for various private equity investment transactions * Organize, oversee and coordinate the closing of transactions * Organize and maintain transaction closing sets * Coordinate execution of documents * Prepare organizational structure charts * Assist in preparing documents for, and answering, AML requests from, third party fund sponsors, banks, clients etc. * Prepare and review documentation, like formation documents, for various private equity funds * Perform other paralegal functions * Interact with clients and various groups within Neuberger * Perform ad hoc projects as needed Requirements: * College degree or equivalent experience * At least 2 years of work experience as a paralegal in a corporate legal group * Proficiency in Microsoft Office software (e.g. Word, Excel, PowerPoint, and Outlook) * Ability to perform in fast paced environment * Excellent organizational skills; detail oriented * Strong time management skills; ability to prioritize multiple tasks efficiently * Resourceful and able to handle multiple and changing priorities * Ability to communicate effectively with senior management * Must be teamwork oriented and also be able to work independently with minimal guidance Compensation Details The salary range for this role is $90,000-$100,000. 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.
    $90k-100k yearly Auto-Apply 10d ago
  • Assistant Fund Controller - RESI

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    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
  • 2027 Financial Advisory Summer Analyst Program - New York Shareholder Advisory & Activism Defense

    Lazard Ltd. 4.9company rating

    New York, NY job

    Lazard is one of the world's preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward - and for careers to take flight. Through our financial advisory business, Lazard advises clients around the world on strategic and financial matters including mergers and acquisitions, restructurings, capital structure and capital raising. Our client relationships are built on trust and discretion. As the world's largest advisory-focused firm, we have exceptional depth of expertise across industry sectors and geographies. We value the rich diversity that comes from blending local perspective with our global network. As a Summer Analyst on the Shareholder Advisory and Activism Defense Team, you will work in small teams advising public companies on a broad range of topics including shareholder activism and takeover defense, matters regarding public equity markets and understanding investing patterns of institutional investors. You will work closely with sector banking teams in reviewing and evaluating corporate strategy, M&A dynamics and corporate financial policies, all through a shareholder lens. We'll trust you to: * Develop client presentations on shareholder activism defense strategies and tactics * Support strategic M&A with shareholder analytics and shareholder engagement advice * Analyze Shareholder, Activism, and Equity Markets databases * Evaluate trends in equity ownership and shareholder activism * Participate in internal marketing initiatives and contribute to thought leadership efforts * Leverage developing AI technology to facilitate analysis * Take a leadership role in publishing topical memos for internal and external client use You'll need to have: * Current enrollment at a US university and obtaining a Bachelor's degree with an expected graduation date in December 2027 or May/June 2028 * Top academic performance * Motivation, creativity, maturity, and poise * Strong quantitative background * Strong analytical skills * Excellent oral and written communication skills * Strong attention to detail * Demonstrated ability to multi-task * Evidence of exemplary work ethic * Desire to work and learn in a demanding environment of capital markets generalists What we offer You will begin your internship by participating in a week-long comprehensive training program in New York. Throughout the program, you will receive formal mentorship, exposure to our Leadership Team, and participate in various social and networking events with bankers across the Firm. We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career. We expect the base salary for this role to be approximately $120,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant's years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role, and if applicable, the location in which the applicant lives and/or from which they will be performing the job. Does this sound like you? Apply! We'll get in touch on the next steps. Representation at Lazard Lazard is an intellectual capital business committed to delivering the best advice and solutions to clients. To achieve these objectives, we focus on attracting, developing and retaining the best talent. We believe that a workforce comprised of people who represent a wide array of backgrounds, experiences and perspectives creates a rich variety of thought that empowers us to challenge conventional wisdom, solve problems creatively and make better decisions. Lazard was built on the premise that a multicultural firm can best serve a global clientele. As a global firm that has grown organically from local roots in different countries, we have a deep tradition of respecting and appreciating individual differences. Doing so has been core to our success for over 175 years. We are committed to sustaining an environment where every colleague is supported in their professional pursuits, can maximize their individual potential and contribute to our collective success.
    $120k yearly 2d ago
  • Consultant Database Analyst

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    The Consultant Database Team is a centralized center of excellence within the Marketing Group, responsible for supporting the firm's marketing and sales efforts through the distribution of content and data on the firm's strategies via consultant databases. The team partners with the Consultant Relations Team, Sales, investment teams and other business support functions to meet clients' needs for accurate and timely product and firm information. We are seeking an analyst to support content relating to equity, fixed income and multi-asset strategies. The ideal candidate has a strong desire to collaborate effectively, deliver high-quality content, and contribute to process improvements. Responsibilities: * Apply strong data management skills to aggregate investment strategy data (performance, characteristics, AUM, personnel) while ensuring quality-control standards are met * Complete consultant-driven questionnaires and requests regarding investment products on a monthly or quarterly basis * Review Neuberger Berman product profiles in consultant databases for accuracy, and ensure that product narratives (e.g., investment summary, investment philosophy) are up to date and consistent with approved language * Contribute to process improvements that enhance efficiency by identifying bottlenecks, proposing incremental enhancements, and assisting with implementation; leverage approved AI tools to automate repetitive and manual tasks * Develop a working understanding of the firm's products and investment processes to facilitate accurate and relevant distribution of information * Collaborate with various internal teams on projects and troubleshooting, including Consultant Relations, Investment teams, Operations, Performance, Reporting, etc. Requirements: * Undergraduate degree in finance, business, or related major preferred * 0-2 years of experience, preferably at an asset management firm * Excellent time-management, planning and organizational skills; ability to manage multiple deadlines * Strong written and verbal communication skills, ability to work effectively with senior sales professionals, portfolio managers and subject matter experts. * High level of accuracy, attention to detail, and commitment to data quality * Proficient in Microsoft Excel, Word and PowerPoint; familiarity with collaboration tools and workflow trackers a plus * Experience populating consultant databases and/or working with platforms such as eVestment Analytics a plus * Familiarity with AI productivity tools and comfort using them to draft, summarize, validate, and organize content #LI-MB1 #LI-Hybrid Compensation Details The salary range for this role is $65,000-$80,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $65k-80k yearly Auto-Apply 60d+ ago
  • SMA Data Oversight and Business Enablement Specialist

    Neuberger Berman 4.9company rating

    Neuberger Berman job in New York, NY

    The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions for financial intermediaries and direct client channels. The team supports the administration and distribution of strategies covering a broad spectrum of security types including equities, fixed income, options, ETFs and mutual funds. These strategies are offered to numerous SMA and Unified Managed Account (UMA) platforms and distribution networks. In this role you will own the data oversight & management for SMA, in addition to executive metric delivery, anchoring data governance and operational enablement for the SMA business. Partnering with Portfolio Management, Legal/Compliance, Technology, Sales, RFPs, and Performance, you will align siloed processes, define departmental procedures, and implement continuous improvements that enhance model delivery, manager-traded account oversight, and business scalability. Responsibilities * Champion data oversight and management across the Intermediary business. * Drive the delivery of KPIs and other key metrics to senior management and other stakeholders. * Partner with Performance to monitor and research performance dispersion for manager traded accounts and model delivery. * Lead crucial administrative and regulatory tasks including Cerulli reporting, ADV mailings and proxy voting oversight. * Contribute to strategic alignment of the SMA business, helping to break down operational silos and integrate best practices. * Assist with onboarding of new intermediary relationships from contracting to implementation. * Define and help to establish departmental procedures and identify and implement process improvements. * Liaise with Portfolio Managers, Legal & Compliance, Technology, Sales and RFP teams as an SMA subject matter expert. * Collaborate with Intermediary Sales to achieve strategic firm objectives and support cross-functional initiatives. * Assist with the oversight of our outsourced back office to ensure appropriate policies and procedures are in place. * Oversee annual due diligence review of intermediary SMA partners. Qualifications * 7+ years of experience in financial services, preferably with client service or operations management responsibilities. * Strong knowledge of SMA structures, tax-managed strategies, and investment products (equity, fixed income, derivatives, ETFs, mutual funds). * Experience working with financial intermediaries in a professional, client-focused manner. * Ability to synthesize data from multiple systems and provide actionable reporting. * Strategic thinker with a hands-on approach; able to align siloed processes and drive operational improvements. * Detail oriented with excellent communication and organizational skills. * Familiarity with platforms and systems such as Charles Schwab (Marketplace), Fidelity (Separate Account Network), Pershing, Aladin, Charles River, Investor Tools Perform, InvestCloud APL, Archer, or Vestmark is highly desirable. * Strong knowledge of Excel and PowerPoint. * Visio experience a plus. * Bachelor's degree required. * FINRA Series 7 and 66 registrations a plus. Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. #LI-DD2 #LI-Hybrid Compensation Details The salary range for this role is $115,000-$140,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.
    $115k-140k yearly Auto-Apply 8d ago

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