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Kai L. is listed as Vice President, Investment Risk Manager at Neuberger Berman at Neuberger Berman, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at nb.com and a matched LinkedIn profile for Kai L..
Kai L. previously worked as Vice President, Manager - Investment Risk at Neuberger Berman and Senior Associate, Investment Risk at Neuberger Berman. Kai L. holds Bachelor Of Science - Bs, Finance And Marketing from Binghamton University.
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Kai Liu, FRM, CIPM, Vice President and Investment Risk Manager, joined Neuberger Berman in 2015. He is responsible for managing the investment risk solutions that safeguard the firm's clients, assets, and reputation. His role includes partnering with investment teams to achieve portfolio returns consistent with their expected risk and leading projects to enhance the risk and performance analytics capabilities of the firm. Kai graduated with a B.S. in Finance and Marketing from Binghamton University. He is a Certified FRM and is a Certificate in Investment Performance Measurement (CIPM®) Certificant.
Listed skills include Returns, Consulting, Slide Preparation, Fixed Annuities, and 75 others.
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New York, NY, US
Design and establish comprehensive risk frameworks and asset class coverage for equities, fixed income, and private markets across Private Wealth Management investment teams and wealth advisors.Lead coordination and design of enterprise risk, performance, and data mapping initiatives for proprietary and third-party systems to enhance cross-sectional and.
New York, NY, US
Trained cross-functional hybrid team with the knowledge and skills needed to excel in GIPS composite management using tailored online learning content, resources and platform.
New York, NY, US
Oversee risk-related business IT project requirements to satisfy varying needs of end clients, senior management, operations, client administration, risk, information technology, and investment stakeholder teams.
New York, NY, US
Analyze quality of ex-post and ex-ante risk and performance measures related to factors, attribution, and characteristics to support standard and ad hoc portfolio analysis requests for equity and quantitative multi-asset class portfolio managers.
New York, NY, US
Traded common stock, preferred stock, ADRs, IPOs, municipal bonds, and corporate bond securities under direction of portfolio manager to provide best execution for high-net-worth clients of fundamental equity portfolio management team.
New York, NY, US
Serviced clients across the book of business of portfolio managers, traders, and research analysts to enhance operations and end-to-end client investment experience in discretionary equity long/short strategies.
Jersey City, New Jersey, US
Informed individual investors and financial advisors of firm resources related to fund offerings, retirement, taxation, and economic viewpoints on investment topics to promote financial literacy.
Jersey City, New Jersey, US
Represented asset management firm as part of a DALBAR Service Award-winning customer support team to open, service, and close directly-held (Non-Qualified, IRAs) accounts and managed (UMA, Sub-Advised & Dual-Contract) wrap accounts.
New York, NY, US
Expanded Columbia University telecommunications academic research at Columbia Institute for Tele-Information (CITI) to educate media professionals, government regulatory bodies, and students.
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Amy Li
Colleague at Neuberger Berman
New York, New York, United States, United States
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Andrey Borisovskiy
Colleague at Neuberger Berman
New York, New York, United States, United States
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Allison Shenoy
Colleague at Neuberger Berman
New York City Metropolitan Area, United States, United States
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Erin Noel
Colleague at Neuberger Berman
New York, New York, United States, United States
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Sushma .
Colleague at Neuberger Berman
New York, New York, United States, United States
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Michael Smith, Cfa
Colleague at Neuberger Berman
Boston, Massachusetts, United States, United States
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Kurt Nielsen
Colleague at Neuberger Berman
Closter, New Jersey, United States, United States
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Ryan D'Souza
Colleague at Neuberger Berman
New York City Metropolitan Area, United States, United States
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Paul Grainger
Colleague at Neuberger Berman
London, England, United Kingdom, United Kingdom
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Ted Corbin
Colleague at Neuberger Berman
Naples, Florida, United States, United States
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Quick answers generated from the profile data available on this page.
Kai L. works for Neuberger Berman.
Kai L. is listed as Vice President, Investment Risk Manager at Neuberger Berman at Neuberger Berman.
AeroLeads has found 1 work email signal at @nb.com for Kai L. at Neuberger Berman.
Kai L. is based in New York City Metropolitan Area, United States, United States while working with Neuberger Berman.
Kai L. has worked for Neuberger Berman, Gilder Gagnon Howe & Co. Llc, Lord, Abbett & Co. Llc, and Columbia Business School.
Kai L.'s colleagues at Neuberger Berman include Amy Li, Andrey Borisovskiy, Allison Shenoy, Erin Noel, and Sushma ..
You can use AeroLeads to view verified contact signals for Kai L. at Neuberger Berman, including work email, phone, and LinkedIn data when available.
Kai L. holds Bachelor Of Science - Bs, Finance And Marketing from Binghamton University.
Kai L. is listed with skills including Returns, Consulting, Slide Preparation, Fixed Annuities, Insurance, Location, Community, and Computing.
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