Top Tech Jobs & Startup Jobs in NYC, NY

The role involves managing investment planning and portfolios, liaising with teams for client inquiries, and understanding private investment strategies for Japanese clients.

Manage taxable US investment grade fixed income SMAs, position portfolios, trade execution, risk monitoring, collaboration with investment teams, and client reporting.

The Senior Project Manager will oversee strategic program management, process transformation, and change management initiatives within Neuberger's Private Wealth business. Responsibilities include driving operational efficiencies, establishing governance frameworks, and collaborating with senior leadership to implement scalable solutions. The role requires proficiency in financial modeling and capacity planning, along with strong communication and analytical skills.

Build and maintain SQL-based reporting, data models, and Python data pipelines for private markets portfolio construction and analytics. Diagnose data issues, implement tests, collaborate with investment teams, and deliver scalable, well-documented applications and data features.

Support external wholesalers to promote and sell Neuberger Berman investment products to financial advisors. Prospect and close sales, respond to inbound inquiries, maintain Salesforce, analyze territory data, coordinate marketing campaigns, resolve client issues, and travel occasionally. Maintain product and industry knowledge and meet activity/production quotas.

Lead discovery and solution design, define scope and success metrics, and partner with business and tech to evaluate build/buy options. Manage end-to-end delivery, governance, testing/UAT, vendor performance, change management, and benefits realization across cross-functional initiatives in asset management and financial services.

Lead Neuberger's digital marketing strategy including website management, SEO, email marketing, UX/UI standards, and team management to enhance digital engagement.

Lead process improvement and operational excellence initiatives for Private Wealth: inventory and map current processes, identify automation and redesign opportunities, develop future-state operating models, drive implementation and change management, train stakeholders, and establish metrics for continuous improvement to increase efficiency, scalability, and effectiveness.

Execute deal-economics structuring, populate pricing and underwriting databases, normalize GP and fund names, extract financial/deal data, coordinate with offshore counterpart, maintain structured data repositories, and escalate data quality issues while improving processes.

Client-facing role supporting high-net-worth clients and Portfolio Managers by handling account openings/maintenance, transfers, billing, reporting, client inquiries, meeting prep, and coordinating with operations, compliance, trust, and business controls to ensure seamless service and drive client relationships.