AUM Reporting Analyst

Lazard • New York, NY

4d • $110,000 - $130,000 • Onsite

About The Position

Lazard Asset Management is seeking an AUM Reporting Analyst professional in New York. This role owns the accuracy, integrity and presentation of firm-wide Assets Under Management (AUM) data and translates that data into analysis that informs decisions made by senior management, Distribution, Product and the broader business. You'll bring strong business acumen, a database-driven mindset and sharp analytical judgment to a role with direct visibility to senior management and C-suite stakeholders.

Requirements

• At least 3 years of experience in business analytics, data/reporting, or a related quantitative role, ideally within financial services or asset management.
• Advanced SQL skills, with hands-on experience querying and manipulating large, complex datasets.
• Proficiency with BI/visualization tools such as Power BI or Tableau, along with advanced Excel skills.
• Strong business and analytical acumen — the ability to translate raw data into a clear, compelling narrative.
• Confidence and polish presenting to senior management and C-suite stakeholders.
• A database-oriented, detail-driven approach to reporting, reconciliation and process improvement.
• A bachelor's degree in a business, finance, or related field.

Nice To Haves

• Familiarity with Python or other automation/scripting tools is a plus.

Responsibilities

• Validate and reconcile AUM and flow data across strategies, vehicles and regions for internal and external reporting.
• Build and maintain recurring and ad hoc analytics — dashboards, trend analysis, and management information — covering flows, revenue and business performance by strategy, channel and geography.
• Partner across Operations and Technology to ensure AUM data is consistent, accurate and fit for purpose across systems.
• Leverage AI to streamline processes, automate repetitive tasks, and improve accuracy in reporting.
• Present findings and analysis directly to Finance leadership and to the Head of AUM Reporting, translating complex, data-rich material into clear, decision-ready insight.
• Look to continuously improve the firm's AUM data infrastructure, driving automation to reduce manual reconciliation and strengthen controls.
• Support board materials, earnings packs and regulatory submissions with accurate, well-documented AUM figures.
• Identify trends, outliers and opportunities within AUM and flow data that inform business strategy and competitive positioning.
• Work quickly and accurately with a systematic approach, maintaining strong data governance and control standards throughout.

Benefits

• Comprehensive, competitive benefits.
• Highly individualized employee experience that enables you to balance your commitments to career, family, and community.
• Investment in the development of your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level