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Senior Analyst - Neuberger Wealth Operations at Neuberger Berman - ApplyBlast

Senior Analyst - Neuberger Wealth Operations

Neuberger Berman

4 months ago

4.0 on Glassdoor

New York, NY

Onsite

Full Time

Junior

0 applicants

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About this role

A Wealth Operations Specialist supports the Wealth Management business by managing account openings, maintenance, and document-driven workflows. The role involves reconciling daily breaks with custodians, handling tax certifications, and reviewing third-party data feeds in a high-volume environment.

Responsibilities

Reconcile daily breaks between Neuberger and custodian
Review and disposition document driven requests
Action account maintenance requests
Perform daily tax certification
Setup and review third party data feeds

Skills

Qualifications

Bachelor's degree (B.S or B.A.)

About Neuberger Berman

nb.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

1939

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Neuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.