AUM Reporting Analyst

Lazard • New York, NY

9d • $110,000 - $130,000 • Onsite

About The Position

Lazard Asset Management is seeking an AUM Reporting & Analytics professional based in New York. This role involves the accuracy, integrity and presentation of firm-wide Assets Under Management (AUM) data and the translation of that data into analytics that inform 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