General Interest - Intellectual Property Experience - IP Disputes, Management Consulting or Advisor
Ocean Tomo, LLC job in Chicago, IL
Job Description
We are always interested in connecting with individuals who possess an intellectual property background in combination with finance / economics experience, particularly in a consulting role.
Please note that this general interest inquiry and is not for a specific opening.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Ocean Tomo Advisory Summer Internship
Ocean Tomo, LLC job in Chicago, IL or remote
Ocean Tomo, a part of J.S. Held, provides Expert Opinion, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Practice offerings address economic damage calculations and testimony; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo, a part of J.S. Held, assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
J.S. Held is a global consulting firm providing technical, scientific, and financial expertise across all assets and value at risk. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations . We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals.
The Advisory Summer Intern Role
We are seeking a motivated Advisory practice summer intern to work in our Chicago office. As an intern, you may be engaged in financial modeling, research, and report composition. We work in teams and expect every member of the team to contribute at all phases of the project, from the conceptual development of Ocean Tomo's, a part of J.S. Held's, strategy to routine data entry or research. You will be exposed to other practice groups such as Expert Opinion and Management Consulting. The internship will be at least partially remote.
Ocean Tomo, a part of J.S. Held, offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity, and problem solving. We require flexibility, dedication, and initiative. In return, we provide exceptional opportunities for skill development and professional growth.
Job Responsibilities:
Draft PowerPoint client presentations and pitch books
Perform technology, industry, and company-specific research
Create and edit Executive Summaries, proposals and other marketing documents
Interact with high level clients and management teams
Assist with intellectual property landscape analysis
Assist with in-depth analysis of IP portfolios
Draft reports, letter or memoranda
Update client database
Client interaction by phone and in person
General administrative/support duties
Required Qualifications:
Working towards an undergraduate business degree in Finance or Accounting with a GPA of 3.5 or above
Completed third year of bachelor's program or higher
Advanced user of PowerPoint, Word and Excel
Excellent oral and written communication skills
Ability to work on multiple projects at one time
High degree of professionalism, integrity, and flexibility
Great attitude and client presence
Applicants for employment in the US must possess work authorization which does require sponsorship by the employer for a visa.
Preferred Qualifications:
Local candidates preferred (relocation package is unavailable)
Investment banking experience through internships and/or coursework
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein.
Please explore what we're all about at ************** .
EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!
J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
If you are an individual with a disability and would like to request for a reasonable accommodation, please email *************** and include "Applicant Accommodation" within the subject line with your request and contact information.
Vice President, Market Risk Manager
Chicago, IL job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our Chicago office is hiring for an experienced Vice President, Market Risk Analytics Manager FICCS to join our Risk and Credit Group. The primary function of this role is to act as a Market Risk Analytics Manager focusing on futures, options on futures, FX, power products and Fixed Income.
Responsibilities include, but are not limited to:
* Monitor client trading across multi-asset classes and create risk monitoring reports
* Design SQL queries and relational databases to support daily tasks and automate reports
* Manage team that issues intraday/overnight calls and risk limit breaches to clients, while answering and investigating any inquiries or disputes
* Calibrate risk systems and reporting for daily monitoring and management reporting packages
* Oversee and Manage Stress Testing and 1.73 liquidation reports
* Inspect client performances by evaluating intraday/overnight profit & losses and stress tests to identify any potential dangers and present protective measures against price fluctuations of client positions
* Perform as back up for daily approval of outgoing wires and ACHs
* Manage and conduct reports on various Exchange Default Management Systems
* Perform other tasks and duties as assigned and required
Experience and Skills
* Bachelor's Degree from an accredited university, preferably in Business Administration or other related field
* Minimum 3+ years of experience in futures, FX, and fixed income
* Strong knowledge and experience in Power, Energy Futures, products and exchange requirements, standards, and best practices
* Experience with exchange margin tools and ability to produce and analyze the margin requirements for various exchange margin platforms such as CME, ICE, Nodal, etc
* Familiarity with options and understanding of option strategies; experience with energy products with limit setting for contracts, margin, risk and Globex credit limits
* Background in developing and maintaining risk policies, processes, procedures, and standards
* Execute SQL queries and apply knowledge of database infrastructure, with experience using Tableau
* Ability to manage across multiple competing priorities and time-sensitive initiatives
* Strong ability to work independently, delegate duties and develop team relationships
* Excellent written and verbal communication skills
What We Offer
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
* Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
* Health Savings Account with company-sponsored contributions
* Flexible Spending Accounts (FSA) traditional and dependent care
* Pre-Tax Commuter Benefits
* 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
* Tuition reimbursement up to $5,250/year
* 3 weeks of Paid Time Off
* 2 weeks of Paid Sick Time (may vary by location)
* 10 Paid Holidays
* Charitable Donation Matching Contributions
* Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
* FINRA License Sponsorship
* Travel & Employee Assistance and Employee Discount Programs
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $110,000 to $135,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here ****************************************************
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Futures Support Specialist Thursday- Monday Shift
Chicago, IL job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
We are seeking a motivated and detail-oriented Futures Support Specialist to join our operations team. This position plays a critical role in ensuring the smooth functioning of trade operations, customer service, and risk oversight during off-peak hours, including weekends and second/third shifts. The ideal candidate will have a strong understanding of futures markets, excellent communication skills, and a proactive approach to issue resolution and client service. The schedule for this role is Thursday through Monday from 4pm to 12am. Including Holidays.
Responsibilities include, but are not limited to:
* Serve as the point of contact for client inquiries received during evening and weekend hours
* Assist customers with account access, trade inquiries, position questions, and general support
* Log and escalate client issues through established internal systems (Salesforce, ticketing, etc.) for follow-up
* Monitor order flow, executions, and clearing activity for accuracy and completeness
* Support electronic trading platforms and assist with exchange connectivity issues
* Monitor client positions, intraday exposure, and margin utilization using internal risk systems
* Identify and escalate potential trading anomalies, limit breaches, or system alerts to senior staff
* Participate in overnight surveillance procedures to ensure compliance with firm and regulatory policies
* Process new account documentation, ensuring accuracy and compliance with regulatory requirements
* Assist with internal onboarding workflows
* Update client account information and support maintenance requests as needed
* Monitor cash flows into books and records along with client reports
* Perform other tasks and duties as required and assigned
Experience and Skills
* 1-3 years of experience in the futures, derivatives, or financial-services industry
* Familiarity with exchange-traded derivatives, FCM operations, or clearing processes
* Working knowledge of risk management and trade-support systems
* Strong communication and analytical skills
* Ability to work independently in a fast-paced, time-sensitive environment
What We Offer
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
* Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
* Health Savings Account with company-sponsored contributions
* Flexible Spending Accounts (FSA) traditional and dependent care
* Pre-Tax Commuter Benefits
* 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
* Tuition reimbursement up to $5,250/year
* 3 weeks of Paid Time Off
* 2 weeks of Paid Sick Time (may vary by location)
* 10 Paid Holidays
* Charitable Donation Matching Contributions
* Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
* FINRA License Sponsorship
* Travel & Employee Assistance and Employee Discount Programs
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $70,000 to $90,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here ****************************************************
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Director, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo job in Chicago, IL
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
Ocean Tomo's Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As a Director, you will focus on the daily management of these engagements; including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, management of staff and working closely with the Managing Directors of the firm.
Managing complex assignments from concept through delivery
Assisting with practice development efforts of the Managing Directors
Identifying and converting new business opportunities
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Managing analysts and associates working on the engagement
Leading market, industry, company, technology and royalty rate research performed by Associates and Analysts
Directing staff efforts in preparing models, reports and other activities
Training staff on technical concepts
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
7 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
Willingness to be "hands-on" manager with full responsibility for delivering high quality work product
Established reputation for high-level of professional expertise
Distinguished academic achievement
Attention to detail and quality control
Solid analytical skills, and the ability to work well in a team environment are essential
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Manager, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo job in Chicago, IL
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
As a Manager in Intellectual Property Dispute Resolution in our Financial Experts practice, you will focus on the daily management of litigation engagements. Some of the responsibilities include meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, managing Analysts and working closely with the Managing Directors of the firm.
Responsibilities:
Creating complex financial models on client businesses and products
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Directing analyst efforts in preparing models, reports and research and other activities on the engagement
Synthesizing financial, marketing and other documents
Managing small to medium sized projects independently
Training of analysts on technical concepts
Assisting with practice development efforts of the Directors and Managing Directors
Playing a supporting role in identifying and exploring new business opportunities
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
4 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Experience managing team members
Solid analytical skills, and the ability to work well in a team environment are essential
Proficiency with MS Word and Excel
Superior attention to detail
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Portfolio Analyst & Trader
Chicago, IL job
The Portfolio Analyst & Trader will be a member of the Securitized Products team, which manages over $23 billion in assets, and will play a pivotal role in supporting Neuberger Berman's securitized products investment efforts. This person will work closely with members of the Securitized Products team to drive the team's investment decision-making and strategy implementation for securitized credit sectors. This role will report to the team's senior Portfolio Managers in support of the broader Multisector and Investment Grade Fixed Income platform, which manages over $120 billion in assets. This role can lead to opportunities to grow within the team and the broader Neuberger Berman fixed income business.
Primary Responsibilities:
Proactively identify and implement investment ideas across covered sectors in the securitized products universe
Perform fundamental quantitative and qualitative research to develop actionable investment recommendations
Perform timely relative value and technical analysis
Collaborate with colleagues to analyze macro factors and broad market dynamics that have implications for investment strategy
Conduct surveillance and performance analysis on securitized credit instruments
Cultivate and maintain relationships with sell-side sector analysts, bankers, traders, issuer management teams, and rating agencies
Experience & Skills Qualifications:
Demonstrated passion for and interest in financial markets and investments
1-5 years of relevant investment-related experience. Ideally CMBS, ABS, or RMBS research experience (sell-side and/or buy-side experience)
Strong written and verbal communication skills sufficient to share ideas and influence portfolio outcomes along with Portfolio Managers and colleagues
Hard-working and proactive with the ability to independently evaluate investment ideas and take ownership of investment performance
Excellent quantitative and qualitative skills with a demonstrated ability to synthesize this information into actionable investment ideas
Ability to manage multiple work streams in a fast-paced environment
High levels of accuracy and attention to detail
Strong academic credentials and achievement
Candidate must obtain SIE, Series 7, and 66 within six months of joining
Compensation Details
The salary range for this role is $100,000-$150,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 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.
Auto-ApplyPortfolio Manager
Chicago, IL job
Group LLC: Neuberger Berman is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.
Job Description:
As a leading asset manager with a history of successfully managing insurance assets, NB is well positioned to capitalize on trends both in favor of additional outsourcing as well as additional focus on asset managers' insurance expertise.
The Insurance Investments team advises on, structures, and manages portfolios for insurance clients across asset classes. The Insurance Portfolio Manager will manage US fixed income portfolios for insurance clients across the globe. The PM is responsible for portfolio positioning, monitoring risk, and managing to clients' bespoke objectives and constraints. Depending on the client, the PM must manage across the spectrum of buy-and-maintain portfolios to total return portfolios. The Insurance Portfolio Manager will also be responsible for representing the breadth of the Fixed Income platform to insurance clients and growing Neuberger Berman's insurance business. Success will be measured by business growth.
This role will be deeply integrated into both Insurance Investments and Fixed Income. The function will be supported by the research, trading, and PM capabilities of Fixed Income and the asset allocation, capital optimization, and insurance accounting expertise of the Solutions team within Insurance Investments.
Responsibilities:
* Grow the Insurance Investment business
* Manage insurance fixed income portfolios
* Represent the fixed income platform's products and market views to insurance clients
* Collaborate closely with NB fixed income business, including PMs, traders, research, tech, ops, etc.
* Collaborate with Solutions team on strategic asset allocation and other portfolio modeling exercises
* Oversee the implementation and maintenance of portfolio management and reporting systems (Aladdin and Clearwater)
Qualifications:
* 10+ years of experience in insurance and/or asset management
* Experience managing third party insurance assets
* Deep knowledge of fixed income markets, especially including IG
* Familiarity with US insurance accounting and regulatory landscape
* Excellent communication and presentation skills commensurate with a client-facing role
* Ability to develop strong relationships with both internal and external clients
* Strong level of self-direction, ownership and initiative
#LI-MW1
#LI-Hybrid
Compensation Details
The salary range for this role in Illinois is $200,000-$300,000 and the salary range for the role in New York is $200,000-$300,000. 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. 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.
Auto-ApplyAnalyst, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo job in Chicago, IL
Analyst, IP Dispute Resolution (Financial Expert Practice) - Entry Level & Experienced Candidates
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
Ocean Tomo's Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As an Analyst in the Financial Expert practice area, the engagements on which you will work cross numerous product lines and industries such that no case is the same twice. An Analyst is typically responsible for financial analysis, modeling, research and report writing. Analysts attend client meetings and teleconferences, depositions, trials and participate in other firm activities such as recruiting and practice development.
Responsibilities:
Creating complex financial models on client businesses and products
Performing in-depth market and competitive research in a variety of industries
Writing reports, presentations and other materials
Preparing PowerPoint presentation materials
Attending client meetings and teleconferences
Reviewing and synthesizing financial, marketing and other documents
Critiquing opposing parties' claims
Qualifications:
Bachelor's degree in finance, accounting or economics
Up to 2+ years experience in litigation consulting or intellectual property valuation (*rising graduates seeking full-time employment without experience should also apply)
Academic success - high cumulative GPA
Excellent written and oral communication skills
Great attitude and client presence
CPA or CFA candidates a plus
Proficient with Microsoft Excel, Word and PowerPoint
Superior attention to detail
High degree of professionalism, integrity, flexibility
Solid analytical skills and the ability to work well in a team environment
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at **********************************
Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Head of RESI Finance
Chicago, IL job
The Neuberger Berman Private US Residential Real Estate Debt Strategies group ("RESI") is seeking a candidate to lead the Finance Team that is responsible for a series of fast-growing residential credit funds and separate account mandates currently with $16 Billion of AUM across the platform. The position is based in Chicago, alongside the Business Team, with Finance Team members located in both Chicago and at NB's New York headquarters. This group operates in a collaborative team environment, sharing responsibilities across multiple areas of focus, supporting the Business Team, working closely with the dedicated General Counsel and Tax Manager, and is supported by dedicated Ops Team professionals.
We are seeking a candidate with "Executive Presence" and leaderships skills. Experience with credit strategies is required, with a strong knowledge of related tax structuring / issues / challenges, and an understanding of the regulatory environment in which we operate. Responsiveness, along with the ability to manage multiple strategy initiatives, identify issues and seek resolutions that are responsive to business needs while managing company risk is of highest importance.
Responsibilities:
* Support the Business Team by providing input/guidance regarding acquisitions, dispositions, securitization transactions and financing arrangements
* Create a collaborative environment in which other Teams actively seek the advice and counsel of the Finance Team
* Supervision and coordination of a multi-location Finance Team (Chicago and New York), promoting a cohesive environment, and driving ownership throughout the Team to ensure maximum efficiency.
* Effectively manage third party relationships, including Fund Administrators, and external Audit and Tax Firms
* Ensure accuracy and seek efficiency enhancements to processes, leveraging Fund Administrators and dedicated Ops. Teams
* Manage daily liquidity analysis to ensure efficient closings for new acquisitions
* Coordinate with NB Valuation Team, Tax Team, Treasury Team and foreign office Finance Teams to promote a timely financial reporting cycle
* Promote and open and interactive environment, ensuring timely communication of risks, issues and progress with NB NY Finance Team Leadership
* Participation in Firm-wide initiatives, sharing information with other Alts Finance Teams and NB Corporate Accounting
Qualifications:
* 20 plus years' experience
* A minimum of Bachelor's degree in Accounting
* Combination of "Big 4" and private experience preferably
* Demonstrative advancement in responsibilities and proven leadership skills
* Ambitious and able to work well under pressure
* Excellent supervisory and staff development skills
* Strong analytical skills and strong planning & organizational skills
#LI-Hybrid
#LI-MB1
Compensation Details
The salary range for this role is $200,000-$250,000. 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.
Auto-ApplySenior Analyst, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo job in Chicago, IL
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
Ocean Tomo's Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As a Senior Analyst in the Financial Expert practice area, the engagements on which you will work cross numerous product lines and industries such that no case is the same twice. A Senior Analyst will typically be responsible for financial analysis, modeling, research and report writing. In the past, Senior Analysts have attended client meetings and teleconferences, attended depositions, attended trials and participated in other firm activities such as recruiting and practice development.
Responsibilities:
Creating complex financial models on client businesses and products
Performing in-depth market and competitive research in a variety of industries
Writing reports, presentations and other materials
Preparing PowerPoint presentation materials
Attending client meetings and teleconferences
Reviewing and synthesizing financial, marketing and other documents
Critiquing opposing parties claims
Qualifications:
Bachelor's degree in finance, accounting or economics
2+ years experience in litigation consulting or intellectual property valuation (preferred but not required)
Academic success - high cumulative GPA
Excellent written and oral communication skills
Great attitude and client presence
CPA or CFA candidates a plus
Proficient with Microsoft Excel, Word and PowerPoint
Superior attention to detail
High degree of professionalism, integrity, flexibility
Solid analytical skills and the ability to work well in a team environment
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Ocean Tomo Summer Internship
Ocean Tomo, LLC job in Chicago, IL
Ocean Tomo, a part of J.S. Held, provides Expert Opinion, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Practice offerings address economic damage calculations and testimony; technology and intangible asset valuation; strategy and risk management consulting; mergers and acquisitions; debt and equity private placement; and IP brokerage.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo, a part of J.S. Held, assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
J.S. Held is a global consulting firm providing technical, scientific, and financial expertise across all assets and value at risk. Our professionals serve as trusted advisors to organizations facing high-stakes events demanding urgent attention, staunch integrity, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations . We have over 100 locations worldwide. We are highly committed to all members of our community, both employees and clients. Our organization focuses on promoting a sense of community and inspiring our people to achieve results that exceed goals.
The Summer Intern Role
We are seeking a summer intern to work in our San Francisco or Chicago office. As an intern, you may be engaged in financial modeling, research, and report composition. We work in teams and expect every member of the team to contribute at all phases of the project, from the conceptual development of Ocean Tomo's, a part of J.S. Held's, strategy to routine data entry or research. You will be exposed to different practice groups such as Expert Opinion, Management Consulting, and Advisory.
Ocean Tomo, a part of J.S. Held, offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity, and problem solving. We require flexibility, dedication, and initiative. In return, we provide exceptional opportunities for skill development and professional growth.
Job Responsibilities:
Creating various types of financial models
Drafting reports and presentations
Reviewing documents and/or depositions for information related to the engagement
Assisting with practice development efforts of the Managing Directors
Meeting with clients and/or counsel to collect information for reports and analyses
General administrative/support duties
Required Qualifications:
Working towards an undergraduate business degree in Finance or Accounting with a GPA of 3.5 or above
Excellent oral and written communication skills
High degree of professionalism, integrity and flexibility
Great attitude and client presence
Preferred Qualifications:
Local candidates preferred (relocation package is unavailable)
Compensation
A reasonable estimate if the salary range for this role is $20-30 per hour. Any offered salary is based on a wide array of factors including but not limited to skills experience, training, location, scope of role, management responsibility, etc.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein.
Please explore what we're all about at ************** .
EEO and Job Accommodations
We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal!
J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.
If you are an individual with a disability and would like to request for a reasonable accommodation, please email *************** and include "Applicant Accommodation" within the subject line with your request and contact information.
Futures Support Specialist Thursday- Monday Overnight Shift
Chicago, IL job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
We are seeking a motivated and detail-oriented Futures Support Specialist to join our operations team. This position plays a critical role in ensuring the smooth functioning of trade operations, customer service, and risk oversight during off-peak hours, including weekends and second/third shifts. The ideal candidate will have a strong understanding of futures markets, excellent communication skills, and a proactive approach to issue resolution and client service. The schedule for this role is Saturday through Monday from 4pm to 12am. Including Holidays.
Responsibilities include, but are not limited to:
* Serve as the point of contact for client inquiries received during evening and weekend hours
* Assist customers with account access, trade inquiries, position questions, and general support
* Log and escalate client issues through established internal systems (Salesforce, ticketing, etc.) for follow-up
* Monitor order flow, executions, and clearing activity for accuracy and completeness
* Support electronic trading platforms and assist with exchange connectivity issues
* Monitor client positions, intraday exposure, and margin utilization using internal risk systems
* Identify and escalate potential trading anomalies, limit breaches, or system alerts to senior staff
* Participate in overnight surveillance procedures to ensure compliance with firm and regulatory policies
* Process new account documentation, ensuring accuracy and compliance with regulatory requirements
* Assist with internal onboarding workflows
* Update client account information and support maintenance requests as needed
* Monitor cash flows into books and records along with client reports
* Perform other tasks and duties as required and assigned
Experience and Skills
* 1-3 years of experience in the futures, derivatives, or financial-services industry
* Familiarity with exchange-traded derivatives, FCM operations, or clearing processes
* Working knowledge of risk management and trade-support systems
* Strong communication and analytical skills
* Ability to work independently in a fast-paced, time-sensitive environment
What We Offer
Wedbush Securities (WS) aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm provided equal opportunities to succeed.
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $33.00-$43.00/ hour . Colleagues may be eligible for additional , discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here ****************************************************
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq . , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Director, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo, LLC job in Chicago, IL
Job Description
Director, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
Ocean Tomo's Financial Expert professionals have industry leading experience across all types of disputes. We are skilled in the determination of intellectual property damages including calculations of lost profits, price erosion, unjust enrichment, and reasonable royalty. As a Director, you will focus on the daily management of these engagements; including meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, management of staff and working closely with the Managing Directors of the firm.
Managing complex assignments from concept through delivery
Assisting with practice development efforts of the Managing Directors
Identifying and converting new business opportunities
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Managing analysts and associates working on the engagement
Leading market, industry, company, technology and royalty rate research performed by Associates and Analysts
Directing staff efforts in preparing models, reports and other activities
Training staff on technical concepts
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
7 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
Willingness to be "hands-on" manager with full responsibility for delivering high quality work product
Established reputation for high-level of professional expertise
Distinguished academic achievement
Attention to detail and quality control
Solid analytical skills, and the ability to work well in a team environment are essential
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Portfolio Data Analyst - Private Residential Real Estate Credit
Chicago, IL job
The Private Residential Real Estate Credit Strategies group is seeking a Portfolio Data Analyst to support its long-standing and growing $18+ billion-dollar private residential real estate debt business at Neuberger Berman. This position presents a unique opportunity to immediately contribute to investment objectives in a team-oriented, fast-paced, and highly dynamic environment-primarily focusing on (1) data analysis solutions for the PM team and clients, (2) support of our statistical residential real estate debt models, and (3) development of our broader technology platform, directly building tools and processes to support all investment activities. This role will require direct interaction with senior internal management, as well as external clients, so the ability to understand investment objectives and client needs-and then effectively communicate solutions to the relevant stakeholders-is a must. You will be in our Chicago office working alongside an extensive range of experienced fixed income senior investors. You'll have the opportunity to collaborate and learn from team members in a dynamic and collegial environment.
**Primary Responsibilities:**
+ Leverage your quantitative, finance and programming skillsets in order to develop investment tools used to analyze and manage prospective and existing real estate portfolios
+ Query large sets of data and aggregate performance attribution, trading analysis and risk measurement
+ Collaborate with senior analysts to develop financial and statistical models across a variety of asset classes in the public and private mortgage loan sector
+ Perform in-depth industry analysis and prepare materials for presentation to senior analysts and portfolio managers
**Experience & Skills Qualifications:**
+ 3 to 5 years' experience in the financial industry, with preference for exposure to fields providing exposure to residential real estate credit analysis or broader private asset-backed finance
+ Candidates with less experience can be considered; however, they must be able to evidence a very strong financial background to supplement their programming and data analysis skills, in particular a focus on fixed income and/or residential real estate credit
+ Superb academic credentials in Computer Science, Data Science, Finance, Mathematics, Economics, Engineering or related field
+ Programming experience (Python, C#, Java, etc.) is required
+ SQL experience is required
+ Strong foundation in Excel, including VBA, to manage and analyze data sets
+ Experience using statistical packages (e.g. R, MATLAB, etc.) a plus
+ Current CFA charterholder or CFA candidate a plus
+ Highly motivated with a passion for investing, particularly in the idea generation process
Compensation Details
The salary range for this role is $100,000-$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: **************************
Assistant Vice President, Market Risk Analytics Manager
Chicago, IL job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
Our IT team is seeking a Manager, Database Administration with deep expertise in Microsoft SQL Server and strong proficiency in PostgreSQL. The ideal candidate will have hands-on experience optimizing extremely large datasets (2 billion+ records), diagnosing and resolving complex performance issues, and architecting database solutions that scale with business growth. This is a strategic and hands-on leadership role, working closely with engineering, DevOps, and business stakeholders.
Responsibilities include, but are not limited to:
* Own the full product lifecycle for compliance applications, including requirements gathering, roadmap planning, prioritization, and delivery
* Ensure product capabilities align with SEC and FINRA regulations related to recordkeeping, surveillance, insider trading, employee trading, and disclosures
* Serve as the key liaison between Compliance, Legal, Engineering, and vendors to gather feedback and convert business needs into technical requirements
* Drive integration of third-party compliance tools into internal platforms including surveillance, e-communications monitoring, and case management
* Collaborate with data teams to maintain accurate, auditable compliance data that supports internal reporting and regulatory investigations
* Lead agile ceremonies, manage sprint backlogs, track progress, and deliver high-quality, timely solutions
* Evaluate, onboard, and manage vendors providing compliance-related technologies and services
* Support internal audits and risk assessments through clear documentation, transparent workflows, and process improvements
* Perform other tasks and duties as required and assigned
Experience and Skills
* Bachelor's degree from accredited university required, preferably in Computer Science, Information Technology, or a related field
* Minimum 10+ years of experience in database administration, with 8+ years in Microsoft SQL Server (2016 and above)
* Strong experience with PostgreSQL, including administration and optimization
* Proven experience managing and optimizing very large datasets (2+ billion records)
* Deep understanding of query optimization, indexing strategies, and database internals
* Experience with high-availability solutions (e.g., Always On Availability Groups, Log Shipping, Replication)
* Strong knowledge of partitioning, data archiving, and horizontal/vertical scaling techniques
* Scripting proficiency in PowerShell, T-SQL, Bash, or Python to support automation and maintenance tasks
* Familiarity with cloud database solutions including Azure SQL, AWS RDS, Amazon Aurora, or managed PostgreSQL
* Strong proficiency in SQL query optimization, database performance tuning, and troubleshooting
* Excellent problem-solving skills, attention to detail, and ability to work independently or as part of a team
* Strong communication and interpersonal skills, with the ability to effectively interact with diverse stakeholders under tight deadlines in a high-stakes environment
* Experience working in regulated industries (e.g., finance, healthcare) is a plus
* Relevant certifications such as Microsoft Certified: Azure Database Administrator Associate, PostgreSQL Certified Professional, MongoDB Certified DBA, or Microsoft Certified: Azure Solutions Architect Expert are highly preferred
What We Offer
As part of our overall compensation package, Wedbush Securities offers an array of diverse benefits to all our colleagues. We believe that providing competitive benefit options yields the advantageous reward of establishing a healthy and inclusive foundational work culture.
* Comprehensive medical, dental, and vision coverage with multiple health plan options for you and your family
* Health Savings Account with company-sponsored contributions
* Flexible Spending Accounts (FSA) traditional and dependent care
* Pre-Tax Commuter Benefits
* 401(k) plan with discretionary, competitive company matching and profit-sharing contributions
* Tuition reimbursement up to $5,250/year
* 3 weeks of Paid Time Off
* 2 weeks of Paid Sick Time (may vary by location)
* 10 Paid Holidays
* Charitable Donation Matching Contributions
* Paid Leave (Parental Bonding, Military, Jury Duty, Volunteer Time Off, Disability, etc.)
* FINRA License Sponsorship
* Travel & Employee Assistance and Employee Discount Programs
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $141,000 to $186,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush Securities (WS) is proud to be an Equal Employment Opportunity employer. WS does not discriminate based on race, religion, color, creed, sex, sexual orientation, gender, gender identity or expression, national origin, ancestry, citizenship status, registered domestic partner status, uniform service member status, marital status, pregnancy, age, medical condition, disability, genetic information, family care or medical leave status, or any other consideration made unlawful by applicable federal, state, or local laws, or on the basis that an applicant or Colleague is perceived to have these characteristics or is associated with someone who is perceived to have these characteristics. WS aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm as well as provided equal opportunities to succeed.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here ****************************************************
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. seq., Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Manager, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo, LLC job in Chicago, IL
Job Description
Manager, IP Dispute Resolution (Financial Expert Practice)
Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional opportunities. We are often asked to apply advanced financial and economic principles to assist in the evaluation of emerging technologies or technology-rich corporations.
As a Manager in Intellectual Property Dispute Resolution in our Financial Experts practice, you will focus on the daily management of litigation engagements. Some of the responsibilities include meeting with clients and/or counsel to collect information for the creation of reports and financial analyses/models, analyzing and critiquing opposing parties' claims, managing Analysts and working closely with the Managing Directors of the firm.
Responsibilities:
Creating complex financial models on client businesses and products
Writing reports, presentations and other materials
Daily management of engagements including meetings with clients and counsel
Critiquing opposing parties' claims
Directing analyst efforts in preparing models, reports and research and other activities on the engagement
Synthesizing financial, marketing and other documents
Managing small to medium sized projects independently
Training of analysts on technical concepts
Assisting with practice development efforts of the Directors and Managing Directors
Playing a supporting role in identifying and exploring new business opportunities
Requirements:
Bachelors or Masters concentrating in finance, accounting, business or economics from a highly regarded program
4 plus years of litigation consulting or intellectual property valuation experience
CPA/CFA preferred
High degree of professionalism, integrity and flexibility
Excellent oral and written communication skills
Great attitude and client presence
Experience managing team members
Solid analytical skills, and the ability to work well in a team environment are essential
Proficiency with MS Word and Excel
Superior attention to detail
Established in 2003, Ocean Tomo, LLC provides Financial Expert, Management Consulting, and Advisory services related to intellectual property (IP) and other intangible assets; corporate accounting investigations; regulatory and reporting obligations; solvency and restructuring; and contractual or competition disputes.
Intangible assets comprise 90 percent of business value but are also subject to significant impairment due to enterprise and regulatory compliance risk. Ocean Tomo assists clients - corporations, law firms, governments, and institutional investors - in realizing Intellectual Capital Equity value broadly defined.
As a team, we are:
Innovative: Offering state of the art and proprietary services within each business we operate.
Client Focused: Responding and providing a level of service exceeding expectations.
Quality Obsessed: Managing all work products to a zero-error tolerance.
Profit Centric: Seeking to maximize profits to our employees and investors over strategies focused on growth.
Team Oriented: Working together to serve clients and build a unified firm regardless of office locale or primary practice responsibility.
Inclusive: Ocean Tomo welcomes everyone, recognizing diversity as an asset for ourselves and our clients.
Why Work for Us?
We are an organization built upon the concept of the "team." Our culture and our work set us apart. Our people make all the difference. In addition to excellent employee benefits, some of our innovative benefits include:
Hybrid work environment
Incentive equity program
Annual bonus plan
Full reimbursement for industry exams and review courses (CPA, CFA, etc.)
Partial tuition reimbursement
Unlimited paid time off and paid holidays
Applicants MUST submit resumes at ********************************** Local candidates preferred. Applicants for employment in the U.S. must possess work authorization which does not require sponsorship by the employer for a visa.
Ocean Tomo, LLC and Veris Consulting, LLC are Equal Opportunity Employers. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
Futures Support Specialist Saturday - Wednesday Night Shift
Chicago, IL job
Wedbush Securities is one of the largest securities firms and investment banks in the nation. We provide innovative financial solutions through our Wealth Management, Capital Markets, Futures and Advanced Clearing & Prime Services divisions. Headquartered in Los Angeles, California with over 100 offices and more than 80 correspondent offices, our commitment to providing relentless, customized service is the foundation of our consistent growth.
We are seeking a motivated and detail-oriented Futures Support Specialist to join our operations team. This position plays a critical role in ensuring the smooth functioning of trade operations, customer service, and risk oversight during off-peak hours, including weekends and second/third shifts. The ideal candidate will have a strong understanding of futures markets, excellent communication skills, and a proactive approach to issue resolution and client service. The schedule for this role is Saturday through Monday from 12am to 8am. Including Holidays.
Responsibilities include, but are not limited to:
* Serve as the point of contact for client inquiries received during evening and weekend hours
* Assist customers with account access, trade inquiries, position questions, and general support
* Log and escalate client issues through established internal systems (Salesforce, ticketing, etc.) for follow-up
* Monitor order flow, executions, and clearing activity for accuracy and completeness
* Support electronic trading platforms and assist with exchange connectivity issues
* Monitor client positions, intraday exposure, and margin utilization using internal risk systems
* Identify and escalate potential trading anomalies, limit breaches, or system alerts to senior staff
* Participate in overnight surveillance procedures to ensure compliance with firm and regulatory policies
* Process new account documentation, ensuring accuracy and compliance with regulatory requirements
* Assist with internal onboarding workflows
* Update client account information and support maintenance requests as needed
* Monitor cash flows into books and records along with client reports
* Perform other tasks and duties as required and assigned
Experience and Skills
* 1-3 years of experience in the futures, derivatives, or financial-services industry
* Familiarity with exchange-traded derivatives, FCM operations, or clearing processes
* Working knowledge of risk management and trade-support systems
* Strong communication and analytical skills
* Ability to work independently in a fast-paced, time-sensitive environment
What We Offer
Wedbush Securities (WS) aims to foster a culture of inclusion where all Colleagues are valued for their unique contributions to the firm provided equal opportunities to succeed.
The reasonable estimate of the compensation range for this role has not been adjusted for the applicable geographic location. A reasonable estimate of the current range is $33.00-$43.00/ hour . Colleagues may be eligible for additional , discretionary incentive compensation based on the colleague's and the firm's performance. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors including but not limited to location; skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Wedbush uses E-Verify, an Internet-based system, to confirm the eligibility of all newly hired employees to work in the United States. Learn more about E-Verify, including your rights and responsibilities here ****************************************************
This position is subject to various laws or regulations that impose restrictions or prohibitions for employment with Wedbush due to criminal history. Those laws or regulations include but are not limited to, the following: Securities Exchange Act of 1934 (SEA) Rule 17a-3, et. s eq . , Financial Industry Regulatory Authority (FINRA) Rules 3110(e), Rule 4530(a), etc., and FINRA Regulatory Notice 07-55.
Head of RESI Finance
Chicago, IL job
The Neuberger Berman Private US Residential Real Estate Debt Strategies group ("RESI") is seeking a candidate to lead the Finance Team that is responsible for a series of fast-growing residential credit funds and separate account mandates currently with $16 Billion of AUM across the platform. The position is based in Chicago, alongside the Business Team, with Finance Team members located in both Chicago and at NB's New York headquarters. This group operates in a collaborative team environment, sharing responsibilities across multiple areas of focus, supporting the Business Team, working closely with the dedicated General Counsel and Tax Manager, and is supported by dedicated Ops Team professionals.
We are seeking a candidate with "Executive Presence" and leaderships skills. Experience with credit strategies is required, with a strong knowledge of related tax structuring / issues / challenges, and an understanding of the regulatory environment in which we operate. Responsiveness, along with the ability to manage multiple strategy initiatives, identify issues and seek resolutions that are responsive to business needs while managing company risk is of highest importance.
**Responsibilities:**
+ Support the Business Team by providing input/guidance regarding acquisitions, dispositions, securitization transactions and financing arrangements
+ Create a collaborative environment in which other Teams actively seek the advice and counsel of the Finance Team
+ Supervision and coordination of a multi-location Finance Team (Chicago and New York), promoting a cohesive environment, and driving ownership throughout the Team to ensure maximum efficiency.
+ Effectively manage third party relationships, including Fund Administrators, and external Audit and Tax Firms
+ Ensure accuracy and seek efficiency enhancements to processes, leveraging Fund Administrators and dedicated Ops. Teams
+ Manage daily liquidity analysis to ensure efficient closings for new acquisitions
+ Coordinate with NB Valuation Team, Tax Team, Treasury Team and foreign office Finance Teams to promote a timely financial reporting cycle
+ Promote and open and interactive environment, ensuring timely communication of risks, issues and progress with NB NY Finance Team Leadership
+ Participation in Firm-wide initiatives, sharing information with other Alts Finance Teams and NB Corporate Accounting
**Qualifications:**
+ 20 plus years' experience
+ A minimum of Bachelor's degree in Accounting
+ Combination of "Big 4" and private experience preferably
+ Demonstrative advancement in responsibilities and proven leadership skills
+ Ambitious and able to work well under pressure
+ Excellent supervisory and staff development skills
+ Strong analytical skills and strong planning & organizational skills
\#LI-Hybrid
\#LI-MB1
Compensation Details
The salary range for this role is $200,000-$250,000. 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 (******************************************************* ._
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: **************************
Fixed Income 2026 Summer Quant Internship
Chicago, IL job
**About NB and Fixed Income:** Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager with c. $558 billion in assets under management as of September, 2025. The firm manages a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds-on behalf of institutions, advisors and individual investors globally. With offices in 26 countries, Neuberger Berman's diverse team has 2,885 professionals. For 11 consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more).
Our Global Fixed Income Platform operates in eight cities across three continents (Chicago, New York, Atlanta, London, Paris, the Hague, Singapore and Shanghai). We provide clients best-in-class capabilities across the global fixed income investment universe, public and private markets. For more information visit: *******************************************************************
**Summary:**
Are you passionate about markets and using data to capture opportunities and come up with solutions to real-time market problems? Do you enjoy conducting quantitative research to develop insights? NB's Fixed Income team is seeking highly motivated, intellectually curious, and rigorous thinkers to join our Fixed Income Platform as an intern. This is a summer internship within our Fixed Income Quantitative team where the candidate could also work with teams across the platform including credit research, trading, portfolio managers, IT, Risk and analysts.
_What to Expect:_ Receive training and mentorship from experienced investment professionals while expanding your knowledge of markets and the economy. Partner with portfolio managers, research analysts, and traders to perform in-depth quantitative research, analyze and optimize portfolios and understand risk.
**Qualifications:**
+ Master's degree seekers in finance, Mathematics, Computer Science, or a related field
+ Anticipated graduation Winter 2026 or Spring 2027
+ Previous work experience preferred
+ Hungry, proactive, and avid learner with high degree of professionalism and integrity
+ Demonstrated knowledge of curiosity about fixed income analytics and markets
+ Advanced proficiency in Microsoft Excel, PowerPoint, and other data analytics tools
+ Excellent programming skills in Python, R, and other related software
+ Exceptional verbal and written communication skills, including the ability to transform research and conceptual work into actionable and presentable outcomes
+ Ability to independently manage multiple projects collaboratively with various stakeholders in a dynamic and changing Fixed Income Markets
+ Minimum GPA of 3.5
+ Chicago based, four days in office, one day remote. 40 hours/week
\#LI-MW1
\#LI-Hybrid
\#LI-DNI
Compensation Details
The hourly rate for this role is $40. This is the hourly rate we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted hourly rate, and the hourly rate may be modified in the future. This hourly rate is only applicable for jobs to be performed in the job posting location.
**Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.**
_Neuberger Berman is an equal_ _opportunity_ _employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _onlineaccommodations@nb.com_ _._
_Learn about the Applicant Privacy Notice (******************************************************* ._
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: **************************