Jonathan Joseph

Jonathan Joseph Email and Phone Number

Senior Analyst at Neuberger Berman
Jonathan Joseph's Location
New York, New York, United States, United States
Jonathan Joseph's Contact Details

Jonathan Joseph work email

Jonathan Joseph personal email

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About Jonathan Joseph

Results-driven and detail-oriented financial professional with over 7 years of experience in private wealth management, reconciliation, and operations. Adept at managing complex financial transactions, optimizing workflows, and ensuring accurate reporting across various financial platforms. Proven track record of leading process improvements and training initiatives to streamline operations and enhance team efficiency. Strong communicator with a client-focused approach, consistently maintaining positive relationships with high-net-worth clients and internal stakeholders. Demonstrates excellent critical thinking, problem-solving, and decision-making skills, with a keen focus on long-term goals and continuous professional development.

Jonathan Joseph's Current Company Details

Senior Analyst at Neuberger Berman
Jonathan Joseph Work Experience Details
  • Neuberger Berman
    Senior Analyst - Private Wealth Management - Cash & Collateral Management
    Neuberger Berman Jun 2022 - Mar 2024
    New York City Metropolitan Area
    • Managed daily processing of 50+ client payments using NFS and FDS reconciliation systems, ensuring accuracy and timely execution.• Gained proficiency in financial platforms such as FIBSI and Wealthscape to enhance operational efficiency.• Collaborated directly with administrative teams to establish and maintain recurring payments for 20+ high-net-worth clients.• Supervised improvements to the Neuberger Berman mailroom processes to ensure timely delivery of important documents to private wealth teams.
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  • Neuberger Berman
    Finance Analyst - Private Wealth Management - Cash & Collateral Management
    Neuberger Berman Aug 2016 - Jun 2022
    New York, New York
    • Developed and managed reports to track failing trades, account openings, and cash flows across 150+ accounts, improving operational transparency.• Led a project to document reconciliation procedures for mutual funds, failing trades, dual contracts, and Fidelity accounts, improving training and operational efficiency for new hires• Reconciled data from financial custodians to Neuberger’s internal systems (Proactive and PMR), ensuring accurate and timely reporting.
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  • Neuberger Berman
    Institutional Portfolio Services
    Neuberger Berman Feb 2016 - Jul 2016
    Greater New York City Area
    • Conducted research and compiled data to produce monthly client-facing reconciliation reports for three institutional accounts.• Produced presentations for internal management meetings using data from multiple operational teams.•Analyzed 150+ daily transaction discrepancies in Neuberger’s mutual fund accounts, identifying and resolving breaks in transactions.
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  • Year Up
    Participant
    Year Up Sep 2015 - Jul 2016
    Accruing 200+ hours of hands-on training and acquisition of tools necessary to:- manage business funds and make decisions that will affect the financial position of an organization- understand financial analysis for use in planning and control functions- develop a proficient knowledge of capital markets, financial products, and trading of securities
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Jonathan Joseph Skills

Microsoft Office Microsoft Excel Microsoft Word Research Powerpoint Sales Leadership Customer Satisfaction Teamwork Training Management Public Speaking Social Networking Time Management Data Entry

Jonathan Joseph Education Details

Frequently Asked Questions about Jonathan Joseph

What is Jonathan Joseph's role at the current company?

Jonathan Joseph's current role is Senior Analyst at Neuberger Berman.

What is Jonathan Joseph's email address?

Jonathan Joseph's email address is jonathan.joseph@nb.com

What is Jonathan Joseph's direct phone number?

Jonathan Joseph's direct phone number is +134762*****

What schools did Jonathan Joseph attend?

Jonathan Joseph attended Kingsborough Community College, Hunter College, Queens Gateway To Health Sciences Secondary School.

What skills is Jonathan Joseph known for?

Jonathan Joseph has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Research, Powerpoint, Sales, Leadership, Customer Satisfaction, Teamwork, Training, Management, Public Speaking.

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