Insurance Operations Senior Associate

The Institutional Portfolio Services Team is responsible for supporting and overseeing operations for Neubergers Fixed Income Insurance business. The individual will work closely with internal teams (Operations Technology and Front Office) as well as with external vendors (Clearwater and Blackrock). They will also help to oversee the quality of the data based upon several data validation checks that are run daily.

Primary Responsibilities:

• Instruct Clearwater on new account opening setups
• Instruct posting of asset transfers in Clearwater and validate accuracy post completion
• Oversee daily positions reconciliation report which highlights differences between Clearwater Aladdin and Custody; reach out to respective teams at NB & Clearwater to resolve differences
• Drive weekly joint meetings between Neuberger and Clearwater focusing on the agenda items
• Partner with NB Technology to develop a solution to validate data loads from Clearwater to Aladdin
• Partner with Clearwater to develop a solution to ensure Aladdin data is being ingested correctly
• In cases where our Client is also utilizing Clearwater for their own accounting books work with the Clearwater teams to ensure both instances are in line where expected.
• For bank loans work with Clearwater and NB Bank Loan Team to ensure that the WSO Operating Model (i.e. WSO to CW technology feed) is working as expected across both instances if applicable
• For bank loans work with Clearwater and NB Bank Loan Team to ensure that cash and position breaks are aligned between Clearwater and Aladdin
• Work with Clearwater to track review and resolve issues highlighted by PM Teams
• Develop and maintain standard operating procedures (SOPs) and training materials to ensure consistency and operational resilience

Qualifications:

• Bachelors degree (finance or accounting preferred) or equivalent experience.
• 5 years in financial services operations preferably in Fixed Income
• Knowledge of bank loans is required
• Strong analytical and organizational skills; adept at creating and maintaining documentation and workflows.
• Proficiency in Microsoft Office (Excel)
• Effective communicator team player and self-starter
• Able to work under pressure and adapt to changing priorities.
• Detail-oriented intellectually curious and comfortable driving change and process improvements via Gen AI

Neuberger 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.

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Compensation Details

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 Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.

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