Project Manager/ Technical Business Analyst - Investment Management Onboarding

Neuberger Berman • New York, NY

100d • $100,000 - $120,000

About The Position

We are seeking a proactive, hands-on Project Manager/Technical Business Analyst to lead and coordinate technology-driven projects, analyze complex business requirements, and engage with stakeholders across technology and operational departments. This individual will ensure the successful implementation of multiple concurrent initiatives, with a strong focus on fund onboarding and the integration of new markets, strategies, and asset types. The ideal candidate thrives in a dynamic environment, managing projects, and partners closely with Onboarding, Client Service, and Investment teams to ensure our investment platform is fully prepared for new business.

Requirements

• BS or BA Degree, plus at least 5 years’ business analyst experience within the asset management industry, preferably supporting the investment process.
• Demonstrated experience managing multiple projects and collaborating with diverse teams.
• Solid understanding of traditional asset classes and the nuances of institutional, High-Net-Worth, Wealth Management, or Retail industries.
• Experience writing ad-hoc SQL queries and strong understanding of database/RDBMS architecture.
• Foundational experience in full cycle software delivery as a business analyst, developer, or QA.
• Proven experience with Agile project management framework (e.g., Kanban, Scrum, Crystal), with the ability to weigh tradeoffs.
• Strong knowledge of integration testing and coordinating user acceptance testing.
• Ability to liaise effectively with Front Office, IT, Operations, and Compliance teams.
• Experience using Confluence and Azure DevOps for project management and documentation.
• Professional pride, individual accountability, and a client-centric mindset.
• Comfortable working independently as a team of one, flexibly managing business analysis and identifying technical solutions.

Responsibilities

• Serve as a strategic business partner by reviewing, analyzing, and constructively challenging business requirements.
• Guide these requirements through the Software Development Lifecycle, ensuring alignment with the needs of Onboarding, Client Service, and Investment teams, and the readiness of the investment platform for new business.
• Uphold existing standards while proactively creating new ones when presented with novel processes, models, or requirements—especially in the context of fund onboarding and technology-driven changes across institutional asset classes.
• Lead comprehensive requirements analysis and collaborate with stakeholders to deliver solutions with high reusability and maintainability.
• Focus on developing flexible data models and seamless integration points that support both website and data warehouse enhancements.
• Coordinate code delivery directly with developers, utilizing both Waterfall and Agile methodologies to address evolving project needs and business priorities.
• Leverage tools such as Confluence and Azure DevOps for effective project tracking and documentation.
• Consistently identify opportunities to enhance customer satisfaction, strengthen client relationships, and drive business and operational efficiency through innovative technology solutions tailored to institutional clients.
• Proactively manage user communications and expectations throughout the project lifecycle, ensuring transparency and timely updates.
• Facilitate key process activities, including daily stand-ups, and lead or coach cross-departmental teams in Agile practices to foster collaboration and continuous improvement.
• Ensure thorough close-out and transition of all projects to business-as-usual (BAU) operations, including the facilitation of retrospectives and documentation of lessons learned.

Benefits

• Paid time off
• Medical/dental/vision insurance
• 401(k)
• Life insurance
• Discretionary bonus

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree