Ocean Tomo jobs 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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. Our mission is to recruit, develop, retain and engage a high-performing team. Our business enables bright, committed people working in partnership within an environment that allows each person to achieve at a high level. We commit to encouraging and valuing inclusivity because every partner brings unique perspectives that help us better serve our clients. We are currently looking for an experienced Vice President to join the top-ranked Insurance Investment Banking Group's team of 33 professionals across New York City and Chicago. The Insurance Investment Banking Group is an industry powerhouse. We provide sophisticated and highly differentiated financial advisory and capital raising services to insurance services firms (distributions, claims and other services) and insurance underwriters. Our clients also include some of the largest and most sophisticated financial sponsors, pension funds and sovereign wealth funds. We are a trusted advisor to our clients, assisting them in developing and accessing alternatives to meet their strategic objectives. Attracting only the very best professionals has been and will continue to be a key element of our success. We are focused on hiring candidates with genuine potential and interest for advancement within our firm. A successful candidate will possess the following characteristics: * Bachelor's degree and 5+ years of investment banking experience; MBA degree and 3+ years of investment banking experience * Meaningful M&A transaction experience, particularly in sell-side M&A and the insurance industry * Ability to lead junior bankers throughout a transaction; includes reviewing work, setting expectations and providing constructive feedback * Business writing skills, including the ability to write compelling selling memorandums and presentations * Analytical and financial modeling skills * Client management skills * Ability to build relationships and establish trust with internal and external stakeholders * Exceptional work ethic and a high level of enthusiasm, initiative and leadership potential As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is $250,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-BSL1

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Technology Semiconductors group in New York, NY, Minneapolis, MN, Chicago, IL or Portland, OR. Responsibilities Work in partnership with the senior analyst to conduct extensive company and industry research Create financial models and valuation analyses Write company reports, industry reports, and develop investment recommendations Form relationships with company management teams through meetings, calls, roadshows, etc. Make company visits and attend industry conferences As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements 1-3 years of Equity Research or Investment Banking experience preferred Financial Services industry background preferred (Banking, Fintech, Payments, etc.) The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement Outstanding interpersonal and written communication skills Outstanding quantitative and organizational skills A strong competitive spirit balanced by a proven ability to work as part of a team Bachelor's degree in Accounting, Finance, Economics, Electrical Engineering or related degrees required Strong financial modeling experience required Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. The anticipated starting salary range for individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. * LI-AH1

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 $28.00-$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.

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.

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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Investment Banking Associate to join our Services & Industrials team in Chicago, IL. Read more about our Services & Industrials team Here. A successful candidate will possess the following characteristics: * Bachelor's degree and 2+ years of investment banking experience at the associate level or closely related experience * Prior experience involving financial analysis and M&A transaction execution * Excellent written and verbal communication skills, including ability to develop internal and external relationships * Strong knowledge of accounting and financial modeling * Highly motivated, team player with an ability to learn in a fast-paced environment As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals, consumer, diversified industrials & services, energy & power, financial services, healthcare and technology. Learn more about our investment banking team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary range for individuals expressing interest in this position is $135,000 - $225,000 per year. Placement within this range is dependent upon level of experience, location and other factors. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. I-BSL1

Artisan Partners, a global multi-asset investment platform, is seeking an experienced capital raiser to accelerate fundraising and drive new LP commitments for our independent and autonomous real estate franchise. The team specializes in originating, developing, acquiring and managing middle market properties across the United States. The team has raised three discretionary closed-end draw-down funds and currently manages $940 million in institutional assets across its flagship fund series and co-investment program. This is a high-visibility, high-impact sales role for a leader who thrives on building an institutional pipeline, securing commitments, and driving results within defined fundraising windows and targets. This individual will own the full fundraising lifecycle-including target market segmentation, sales planning, pipeline development, prospect engagement, and LP conversion. The ideal candidate will be an entrepreneurial self-starter with deep knowledge of real estate private equity, including experience raising capital for opportunistic/value-add strategies, closed-end drawdown funds, and co-investment opportunities. This individual will bring a disciplined sales framework, institutional LP relationships, and a proven track record of securing new commitments and expanding investor platforms. They will combine strategic thinking with hands-on execution to drive impactful fundraising outcomes for the franchise. Responsibilities * Lead Capital Raising * Develop and execute strategic, time-bound sales campaigns for closed-end real estate funds. * Build and manage a targeted pipeline of institutional prospects across consultants, pensions, endowments, foundations, wealth platforms, and family offices. * Convert high-probability prospects, drive new LP commitments and expand opportunities with existing LPs. * Develop Go-To-Market Strategy * Partner with senior leadership to shape positioning, messaging, and channel strategy. * Deliver a compelling narrative that clearly articulates the team's investment edge and value proposition. * Expand LP Base * Leverage personal relationships, firm networks, and platforms such as Dakota, Preqin, and PitchBook to identify and qualify prospects. * Execute focused outreach and market engagement to penetrate new channels and geographies. * Strengthen and Grow Investor Relationships * Serve as a primary contact to both prospects and existing LPs. * Support due diligence process and onboard new investors. * Collaborate Across the Firm * Partner closely with investment, distribution, and leadership teams to deliver a seamless, high-touch LP experience and execute on tightly choreographed sales campaigns. Qualifications * At least 10 years of sales experience with a demonstratable sales record * Experience selling private real estate closed funds and co-investment opportunities * Ability to develop and execute a sales strategy within a targeted timeline and fundraising target * Effective communication skills to clearly articulate the team's investment process, differentiated approach and competitive edge * Strong interpersonal skills to cultivate relationships internally and externally * Entrepreneurial approach with a desire to build a top-tier investment franchise * Deep knowledge of the asset management trends, industry landscape and competitors within the asset class * Strong interpersonal and analytical skills and attention to detail * Ability and willingness to travel extensively * Bachelor's degree Base Salary Range: $225,000 - $275,000 Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance. Privacy Notice for California Applicants Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need. #LI-Hybrid/span>

Neuberger Berman 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). Summary: The Institutional Business Development Analyst will work closely with two senior Client Advisors (“CA”) within the Institutional Client Group. The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business. Responsibilities: Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests. Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests Support the team with client and prospect contact management, including CRM maintenance. Assist with new business pipeline updates and other internal reporting updates. Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met. Participate in team projects to enhance internal client service procedures in accordance with industry best practices. Qualifications: 1 to 2 years industry experience; asset management internship experience strongly preferred Strong achievement in undergraduate degree in finance, economics or a related discipline Highly motivated, team-player with a desire to work on a wide range of projects Exhibits a high degree of integrity and interest in financial markets and investment strategy Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment Detail-oriented with strong organizational and follow-up skills Strong analytical, problem-solving, and project management skills Excellent presentation, business writing and oral communication skills Proficient in Microsoft Word, Excel and PowerPoint Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA) Not Sponsoring: Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship #LI-MW1 #LI-Hybrid Compensation Details The salary range for this role in Illinois is $80,000-$90,000 and the salary range for the role in California is $80,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. 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.

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.

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.

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. Wedbush Securities is seeking candidates for an Investment Banking Analyst position with our Financial Institutions Real Estate (FIRE) team in our New York City office. Responsibilities include, but are not limited to: * Provide transaction support to senior bankers on a broad range of corporate finance transactions including IPOs, secondary offerings, private placements, mergers & acquisitions, leveraged buyouts and valuations. * Manage several concurrent projects and work effectively as part of a team or individually * Prepare client presentations * Perform due diligence * Financial analysis and modeling * Assist in preparation of company marketing and transactions materials * Interact with clients during presentations and deal executions * Performs other tasks and duties as required and assigned Experience and Skills * Bachelor's Degree from an accredited University, preferably in Business or other related field * 2-years' experience as an IB Analyst with a focus on Financial/Banks/Real Estate preferred, minimum of 1-year of experience required * Active 79 & 63 Licenses required to be considered for this opportunity * Excellent quantitative/math skills and agility with numbers * Strong verbal and written communication skills * Exceptional organizational skills and the ability to prioritize daily work flow * Requires high degree of accuracy and attention to detail * Ability to work in a fast-paced team environment * Highly proficient in MS Word, Excel and PowerPoint What We Offer What Wedbush Offers You 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 * Health Savings Account (HSA) with company-sponsored contributions * Flexible Spending Accounts (FSA) traditional and dependent care * Pre-Tax Commuter Benefits * 401(k) Plan: competitive discretionary company matching and profit-sharing contributions * Tuition reimbursement ($5,250 max per year) * Paid Vacation, Sick Time, Holidays, Volunteer Time Off * Paid Leave: Parental Bonding, Jury Duty, Military, Disability, etc. * FINRA and Professional License Sponsorship * Charitable Donation Matching Contributions * Travel & Employee Assistance and Employee Discount Programs * Discretionary compensation based on the colleague's and the firm's performance 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 $100,000. Colleagues may be eligible for additional, discretionary incentive compensation based on the colleague's and the firm's performance. At Wedbush, 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.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for an Equity Research Associate to join our Financial Services Group in Chicago, IL. This will be an in-person role. Responsibilities * Work in partnership with the senior analyst to conduct extensive company and industry research * Create financial models and valuation analyses * Write company reports, industry reports, and develop investment recommendations * Form relationships with company management teams through meetings, calls, roadshows, etc. * Make company visits and attend industry conferences * As associates develop industry expertise, they will have additional responsibility for marketing their team's research and investment recommendations to our sales force and to institutional investors Requirements * Must have at least one year of Equity Research or Investment Banking experience preferred * Financial Services industry background preferred (Banking, Fintech, Payments, etc.) * The associate position is a demanding and fast-paced job that requires the ability to think quickly on one's feet and work independently * Strong candidates will have an intense interest in the stock market and a demonstrated record of professional, academic and personal achievement * Outstanding interpersonal and written communication skills * Outstanding quantitative and organizational skills * A strong competitive spirit balanced by a proven ability to work as part of a team * Bachelor's degree in Accounting, Finance, or Economics required * Strong financial modeling experience required * Securities Industry Essentials, Series 86 and 87 required (or willingness to obtain) * Progress towards CFA a plus As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. In equities, our sales & trading teams facilitate public offerings in our core sectors and dedicate significant levels of firm capital to ensure the highest aftermarket support. We are a market maker and/or transact in 2,500 securities, offering traditional, algorithmic and program trading approaches. Our 50+ senior analysts produce industry-leading, deep-sector research on more than 1,000 stocks under coverage, including one of the largest small/mid cap coverage universes on the Street. We empower our investors with focused, best-in-class macro research. Our Institutional Investor top-ranked analysts utilize independent processes that provide impartial insights into economic trends, energy, portfolio strategy, technical analysis, policy actions and political developments. Learn more about our equities team here. Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health, well-being, our benefits program and how we are here for our employees and their families today, tomorrow and beyond here. The anticipated starting salary range for Illinois-based individuals expressing interest in this position is $75,000 - 125,000 per year. Placement within this range is dependent upon level of experience. This position is eligible for annual incentive compensation which will be a part of the total compensation. Total compensation for this position will be competitive with the market. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance. * LI-AH1

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.

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? Do you want to use data to capture opportunities and come up with solutions to real-time market problems? Do you enjoy conducting research to develop insights about companies and industries? NB's Fixed Income team is seeking highly motivated, intellectually curious, and rigorous thinkers to join our Fixed Income Platform. Placements within the teams for the summer will span credit research, trading and portfolio analyst positions. Successful interns will be invited to join our two-year Rotational Program upon graduation. 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 industry and company research, analyze and optimize portfolios and learn how to take risk through trades. Jump start your career with our analytical and collaborative teams. Qualifications: December 2026 or Spring 2027 Bachelor's degree candidates with a strong academic record (MS candidates with limited prior full-time work experience are also welcome to apply) Interest in financial markets and investing Ability to work both collaboratively and independently in a fast-paced and evolving environment Strong work ethic and ability to work both independently and collaboratively within a fast-paced environment Proficient in Microsoft Office (Excel, Word, PowerPoint) and aptitude for quickly learning new skills and technologies Excellent verbal and written communication skills Minimum 3.5 GPA Not Sponsoring: Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship. #LI-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.

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.

**Neuberger Berman** 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). **Summary:** The Institutional Business Development Analyst will work closely with two senior Client Advisors ("CA") within the Institutional Client Group. The Analyst will collaborate with Associates/CAs to support the team carrying out their day-to-day business development goals, client servicing needs as well as internal administrative support and projects. This position will provide the individual with a perspective on the Neuberger Berman Institutional Client Group business. **Responsibilities:** + Partner with the team on day-to-day new business development and client servicing tasks to ensure CA goals are met. Tasks may involve meeting preparation, organization of team coverage lists, coordination of mass mailing efforts and the coordination of client requests. + Assist in creating sales presentations by gathering various products and firm information and assisting with the generation of new materials specific to client / prospect interests + Support the team with client and prospect contact management, including CRM maintenance. + Assist with new business pipeline updates and other internal reporting updates. + Support the RMs in the coordination and production of RFPs. Responsibilities include liaising with the RFP team and ensuring RFP deadlines and requirements are met. + Participate in team projects to enhance internal client service procedures in accordance with industry best practices. **Qualifications:** + 1 to 2 years industry experience; asset management internship experience strongly preferred + Strong achievement in undergraduate degree in finance, economics or a related discipline + Highly motivated, team-player with a desire to work on a wide range of projects + Exhibits a high degree of integrity and interest in financial markets and investment strategy + Ability to work well with different individuals and contacts of all levels of the business in a high-pressure environment + Detail-oriented with strong organizational and follow-up skills + Strong analytical, problem-solving, and project management skills + Excellent presentation, business writing and oral communication skills + Proficient in Microsoft Word, Excel and PowerPoint + Progress towards additional accreditation is encouraged (e.g. CAIA, CFA, MBA) Not Sponsoring: Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship \#LI-MW1 \#LI-Hybrid Compensation Details The salary range for this role in Illinois is $80,000-$90,000 and the salary range for the role in California is $80,000-$90,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. 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: **************************

As a Client Reporting & Analytics Analyst, you will play an integral role within the Fixed Income Client Reporting & Portfolio Analytics team based in Chicago, supporting the Non-Investment Grade and Insurance Fixed Income portfolio management teams. This role is responsible for compiling portfolio and market specific materials, including institutional client reporting, portfolio and product analytics, and bespoke institutional client exhibits. Our team works in close collaboration with Portfolio Management, Client Service, IT, Marketing, RFP and Legal teams and you will be involved in a variety of strategic and tactical projects across the asset class spectrum, delivering best in class client reporting and analytics. Primary Responsibilities Develop a deep understanding of the firm's Non-Investment Grade fixed income strategies to be able to create in-depth and comprehensive client reports and client analytics Produce monthly client reports and data for institutional and sub-advised clients. Provide portfolio analysis and reporting for High Yield and Senior Loan portfolios. Serve as a go-to- expert for data inquiries on portfolio exposures and summary statistics and deliver accurate and timely responses Participate in firm wide initiatives aimed at enhancing client service-related strategies Maintain confidentiality with client information and data Stay updated with market trends and developments in fixed income markets Key Requirements / Qualifications (essential unless stated) 1-3 years of experience in asset management or a related industry, (with a focus on client reporting in fixed income or portfolio analytics would be preferred) Bachelor's degree in finance, Business, Science, Math preferred Progress toward advanced certifications such as CFA, FRM, or CAIA are a plus. Knowledge of financial markets, fixed income in particular, interest in investment strategies and security analysis Advanced Excel and PowerPoint skills required Experience working with Blackrock Aladdin, Clearwater and Bloomberg is preferred Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros Analytical and comfortable working with and interpreting statistics and fixed income portfolio and market data Excellent attention to detail and accountability, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment Ability to communicate effectively with subject matter experts, incorporate edits based on instructions from investment, sales and legal teams Highly motivated team-player with a desire to work on a wide range of projects, collaborative and entrepreneurial spirit #LI-DD2 #LI_Hybrid Compensation Details The salary range for this role is $65,000-$75,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law. Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com. Learn about the Applicant Privacy Notice.

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. As a leading investment bank, we enable growth and success for our clients through deep sector expertise, candid advice and a differentiated, highly productive culture. Our investment banking clients have access to unparalleled guidance through our deep product and sector expertise and ready access to global capital. We take pride in providing our clients with thoughtful advice and diligent execution, no matter the economic environment. Our investment banking group partners with corporate clients and financial sponsors to provide advisory and financing services related to mergers and acquisitions, equity and debt capital markets, private placements, restructuring and corporate & venture services. We offer in-depth knowledge and industry relationships in our core sectors of chemicals & materials, consumer, energy & power, financial services, healthcare, services & industrials and technology. Learn more about our investment banking team here. Our Associate internship program provides an opportunity for candidates to grow over the course of the summer by working in investment banking. As part of an industry team, interns will contribute to live deals and projects. The program begins with one week of orientation with the Summer Associate intern class, including training and team building. Each intern is paired with a peer and senior mentor throughout the program. Our Summer Associate internship program is a direct pipeline to full-time positions. Piper Sandler is currently seeking a 2026 Summer Associate in our Chicago, IL office. Eligibility: * Enrolled in a full-time MBA program in the fall of 2025 * Interest in a career in Investment Banking * Available for a summer internship in 2026 * Enjoy working hard as part of a team Piper Sandler values a strong culture dedicated to the emotional and physical well-being of our employees. Learn more about our commitment to our employee's health and well-being. Learn more about our benefits program and how we are here for our employees and their families today, tomorrow and beyond. The anticipated starting salary for individuals expressing interest in this position is based on $175,000 per year. All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, sexual orientation, gender identity, national origin, disability, age, marital status, status as a protected veteran or status with regard to public assistance.