- Neuberger Berman (New York, NY)
- **Summary:** The Fixed Income Product Manager will be responsible for managing the complete lifecycle of the firm's fixed income products. This function acts ... and position products to maximize the competitive advantages. The Fixed Income Product Manager is responsible for...target client . + **Competitive Analysis:** Address ad-hoc client inquiries regarding NB fixed income strategies… more
- Neuberger Berman (New York, NY)
- …Client Platform Group, directly supporting our Asset-Backed/CLO and Liquid Alternatives Portfolio Management teams as well as Institutional Client Coverage ... This position involves compiling strategy-specific portfolio data and creating client materials, including client reports, market exhibits, commentary, and… more
- JPMorgan Chase (New York, NY)
- …investment matters (ie, portfolio results and positioning) + Partner with client advisors on new business opportunities (represent fixed income capabilities ... markets, preferreds, and international strategies. As a Customized Bond Portfolio Investment Specialist within the Global Fixed ...the portfolios you represent as if you were the Portfolio Manager . You should be fully integrated… more
- Mizuho Corporate Bank (New York, NY)
- Manage and maintain a robust audit program of Mizuho's Fixed Income, Equity & Research activities, including leading and delivering the timely execution of audits ... and special projects specific to fixed income, equity & research. Contribute to the group's...market risk, regulatory reporting, know your customer (KYC) and client onboarding are also beneficial. Assist in the design,… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** The...sales and trading groups with a focus on all Fixed Income activities including Primary Dealer and fixed… more
- SMBC (New York, NY)
- …to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization's extensive global network. The ... incentive award. In addition to cash compensation, SMBC offers a competitive portfolio of benefits to its employees. **Role Description** As part of SMBC… more
- Nuveen Investments (New York, NY)
- …successful performance outcomes and risk control for our clients. Nuveen GFI is seeking a client portfolio manager to support the ongoing growth of our ... Nuveen Global Fixed Income ("Nuveen GFI") is world-class asset manager that manages approximately $600 billion of investment strategies across the broad spectrum… more
- Neuberger Berman (New York, NY)
- EMPLOYER: Neuberger Berman Group LLC TITLE: Associate Portfolio Manager LOCATION: New York, NY (A telecommuting/hybrid work schedule may be permitted within a ... at scale (greater than $100 million in assets under management or 100+ client accounts); Quantitative portfolio optimization and risk management using Python and… more
- JPMorgan Chase (New York, NY)
- …Skills and Capabilities:** + 2 years of relevant experience in direct investing or client portfolio management at an Asset Management firm, Wealth Manager , ... + Serve as an architect in the advice of combining strategies within a portfolio (the blending of strategies) according to client goals, preferences, liquidity,… more
- Neuberger Berman (New York, NY)
- …and enhance existing presentation materials + Act as a liaison between the Portfolio Manager and internal/external stakeholders + Travel to visit existing ... 1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm...39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a… more
- Neuberger Berman (New York, NY)
- The RIA Client Advisor is responsible for furthering the growth of NB's Enterprise RIA business through strategic relationship building and business development ... initiatives with the top 100 US-based RIAs. The RIA Client Advisor must possess excellent interpersonal, organizational, and communication skills, a deep… more
- Neuberger Berman (New York, NY)
- …federal regulations. + **Liaison** : Serve as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + ** Client Support** : Offer daily ... tech shorts, performance, transfers, allocations, fees, etc., using various in-house portfolio systems. + ** Client Reporting** : Provide customized reporting… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Associate will provide comprehensive operational support to a seasoned Wealth Advisor Team within Neuberger Berman's Private Wealth ... Management business. The Client Associate enhances the client experience by...needs. + Act as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + Initiate new account… more
- Neuberger Berman (New York, NY)
- **Summary:** The Client Services Assistant will rotate between the various Portfolio Management or Wealth Advisor Teams on an as needed basis and provide ... daily activities of operational support team and facilitate all client service needs. + Act as a liaison between...needs. + Act as a liaison between Wealth Advisors, Portfolio Managers, Operations, and clients. + Initiate new account… more
- Neuberger Berman (New York, NY)
- …roadmap. These applications are designed and tailored to support Private Wealth Portfolio Managers in managing client portfolios more effectively, improving ... investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to … more
- BlackRock (New York, NY)
- **About this role** **Relationship Manager , Aladdin Client Engagement** **BlackRock Solutions (BRS)** supports the investment process through the development, ... management platform ( **Aladdin(R)** ), which is utilized by executives, portfolio management, risk management and operations teams. BRS provides strategic advisory… more
- Neuberger Berman (New York, NY)
- …+ Participate in daily activities of operational support and facilitate client service needs + Heavy contact with High-net-worth clients regarding; new ... account performance, trade activity, asset transfers, statement inquiries, objective changes, portfolio market values, stock quotes, online access, etc. + Perform… more
- Neuberger Berman (New York, NY)
- … client experience by coordinating deliverables with legal, compliance, operations, client service, reporting, marketing, RFP, and portfolio management teams. ... and Business Development professionals in all aspects of building and maintaining client partnerships with Private Banks, Sub Advised and Retirement Platforms. +… more
- HSBC (New York, NY)
- …of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. As our ... and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and...will: + Provide financial solutions and opportunities to your portfolio of clients + Increase wallet share of existing… more
- HSBC (New York, NY)
- …wealth planning will be key as the WRM acquires, develops, advises, and retains a portfolio of clients. As our Wealth Relationship Manager you will: + Build ... and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth Relationship Officer...you will provide financial solutions and opportunities to your portfolio of clients + Maintain the highest standard of… more