Neuberger Berman · 6 hours ago
Senior Business Analyst – Client Data Strategy
New York, NY
Full-time
Hybrid
Senior Level
$130K/yr - $150K/yr
6+ years expNeuberger Berman is looking for a high-energy, detail-oriented individual to join their New York office as a Senior Business Analyst in the Client Data Strategy team. The role involves providing strategic oversight of client data and reporting, collaborating with cross-functional teams, and managing analytics projects to improve client data management and business outcomes.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
Responsibilities
Collaborate with stakeholders to identify and analyze business needs, translating them into actionable requirements
Proactively identify opportunities for process improvements. Perform gap analysis and recommend solutions to improve client data management and business outcomes
Develop and maintain detailed business requirements documents, including workflows, process diagrams, and report mock-ups, ensuring clarity and alignment with stakeholders
Document project scope and obtain sponsor approvals
Manage project tasks, timelines, risks, and issues, ensuring timely and successful delivery of objectives
Design, build, and maintain business analytics reports and dashboards using Tableau and other visualization tools
Develop and maintain process automation workflows using Python and/or Alteryx to streamline data management and reporting processes
Partner with IT and business teams to validate solutions through user acceptance testing (UAT) and ensure final deliverables meet both technical and business expectations
Ensure all requirements align with enterprise data management standards
Conduct in-depth analysis of large volumes of client data to extract actionable insights and support strategic decision-making. Deliver business metrics and insights through reports, presentations, and interactive dashboards
Qualification
Required
Bachelor's Degree in IT, Business Analytics, or a related field of study
6+ years' hands-on experience in managing data and analytics projects within Financial Services / Asset Management
Experience working with client and product data for US mutual funds, UCITS, ETFs, Alternatives, and other fund vehicles, including fund administrator data, firm/office/financial advisor data, and client coverage models
Strong analytical, writing, and technical skills
Proficiency in SQL and Tableau (or comparable BI tools) is required
Demonstrated ability to break down complex business problems into meaningful components and translate them into actionable business solutions
Strong oral and written communication skills with the ability to explain technical ideas to business users
Strong attention to detail, business acumen, and excellent time management and organizational skills
Team player with strong work ethic and focus on meeting deadlines and objectives
Ability to work independently and demonstrate critical thinking
Preferred
Experience with Snowflake, Python, Alteryx, and Salesforce.com (or another CRM platform)
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Brian Hahn
Managing Director, Senior Wealth Advisor
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