Business Analytics Senior Associate

Neuberger Berman•New York, NY

5d•$125,000 - $145,000•Hybrid

About The Position

This role is responsible for owning recurring and ad hoc reporting for the Global Institutional client coverage platform, including pipeline, activity, and territory coverage. The associate will deliver accurate, on-time reports and dashboards with insights for senior leadership and the coverage organization. Key responsibilities include maintaining the internal client fee database, executing ongoing fee monitoring and controls, and preparing coverage materials for internal forums. The role also involves conducting financial and strategic analysis to develop insights and recommendations for the Global Institutional distribution strategy, partnering with internal teams like Client Advisors, Finance, and sales data management to ensure data accuracy and consistency.

Requirements

Bachelor’s degree in business, finance or related field of study
5+ years’ of relevant experience
Strong analytical and technical skills; advanced Microsoft Excel/PowerPoint knowledge and proficiency with business-intelligence tool (Tableau, Power BI, etc.)
Team player with strong work ethic and positive attitude
Ability to work independently and demonstrate critical thinking
Attention to detail and business acumen essential
Excellent time management, organizational skills and attention to detail
Strong oral and written communication skills
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Nice To Haves

Prior asset management or management consulting experience
Experience with Snowflake, Alteryx, Salesforce or comparable tools
Experience leveraging AI-driven solutions to enhance data analysis and automate processes

Responsibilities

Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the coverage organization.
Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed.
Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting.
Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials.
Conduct financial and strategic analysis in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data.
Ideate and produce accurate, on-time high-quality reporting and dynamic dashboards for the Global Institutional client coverage team.
Deliver recurring sales/coverage reporting and ad hoc analysis focused on the client coverage platform (pipeline, activity, territory coverage, etc.).
Partner with Client Advisors, Client Associates, and other key stakeholders to stay abreast of developments in the client coverage organization (new business opportunities, fundings, business at risk).
Maintain internal client fee database and execute related fee monitoring processes.
Prepare materials for internal meetings (business reviews, town halls, leadership updates).
Provide client platform statistics for firmwide reports and presentations.
Work with Finance to ensure sales attribution is captured correctly in official reporting.
Improve how the work gets done: leverage AI and other methods to simplify workflows, reduce manual steps and automate recurring tasks.