- Neuberger Berman (New York, NY)
- …channel growth. This role requires multi-product knowledge, deep understanding of Intermediary , Financial Advisor, and end Retail-client behaviors and demands. ... and across our breadth of investment solutions. **Key Responsibilities:** **Leadership & Management :** + Build, Lead, and transform the Intermediary channel… more
- Neuberger Berman (New York, NY)
- …and a working knowledge of PowerPoint for reporting and presentations. + Experience with financial reporting tools and data management systems is a plus. + ... We are seeing a detail-oriented Fund Administration and Intermediary Oversight Specialist. You will be responsible for...such as the annual 15c process, risk reporting, and financial reporting for the Mutual Fund Board of Directors.… more
- Neuberger Berman (New York, NY)
- …+ Produce and deliver key metrics, summaries, and updates for upper management , including statistics on onboarding efficiency, intermediary relationships, and ... pivotal role by supporting our continued growth in the Intermediary and evergreen fund space and serve as a...transactions and adherence to deadlines. + Assist in the management of fund administrator relationships, focusing on investor services… more
- T. Rowe Price (Owings Mills, MD)
- …to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement ... in the development of each respective territory and the management of relationships and sales opportunities with a target...MBA, CFA, CFP, CIMA + Extensive knowledge of the financial service industry + Previous intermediary experience… more
- T. Rowe Price (Owings Mills, MD)
- …to grow, contribute, learn, and make a difference. We are a premier asset manager focused on delivering global investment management excellence and retirement ... and grow your career with us. Role Summary The Intermediary Sales Consultant is a sales and relationship partner...in the development of each respective territory and the management of relationships and sales opportunities with a target… more
- Neuberger Berman (New York, NY)
- …execution. The Client Service Analyst's scope of work will include client's day-to-day management of client inquiries and requests, management of our fund ... of NB Alternatives fund(s) including communication with clients regarding financial statements, capital calls, distributions, quarterly updates, and tax documents.… more
- BlackRock (San Francisco, CA)
- **About this role** BlackRock is one of the world's preeminent asset management firms and a premier provider of global investment management , risk ... management and advisory services to institutional, intermediary and individual investors around the world. BlackRock offers...possess a passion for creative and critical thinking about financial markets and financial problem solving, strong… more
- BlackRock (New York, NY)
- …year relevant experience in Financial Services, Consulting or related field. Asset management experience a plus. + Experience in understanding and reviewing ... this role** BlackRock is one of the world's preeminent asset management firms and a premier provider...premier provider of global investment management , risk management and advisory services to institutional, intermediary … more
- Deloitte (Hartford, CT)
- … financial services and products across an array of industries (banking, asset management , hedge funds, insurance) and how complex withholding tax rules ... tax profession in the area of international tax transparency for the financial industry. Responsibilities will include: + Providing advisory services to financial… more
- Deloitte (Charlotte, NC)
- … financial services and products across an array of industries (banking, asset management , hedge funds, insurance) and how complex withholding tax rules ... tax profession in the area of international tax transparency for the financial industry. Responsibilities will include: + Providing advisory services to financial… more