Neuberger Berman · 2 days ago
Associate / Senior Associate – AUM Reporting
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $125K/yr
5+ years expNeuberger Berman is a leading investment management firm, and they are seeking an Associate/Senior Associate for their AUM Reporting team. This role involves executing reporting processes, improving data quality through technology and AI, and collaborating with various internal stakeholders to enhance reporting capabilities.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
Responsibilities
Execute core AUM and client flows reporting processes across daily, weekly, monthly, and quarterly cycles
Produce accurate, reliable reporting packages for Senior Management, Client Coverage, Investment Teams, Marketing, RFP, and Legal & Compliance
Provide ad hoc analysis, historical trends, and insights to support internal requests and client reporting needs
Develop a strong understanding of AUM definitions, methodologies, and data sources
Use technology and AI‑assisted analytics to improve data validation, streamline recurring tasks, and identify anomalies
Partner with Technology, Operations, and other business groups to refine upstream processes and improve data quality
Participate in system enhancements, data testing, and UAT to ensure Finance requirements are met
Surface opportunities to leverage AI, analytics, or automation to reduce manual effort and strengthen data integrity
Strengthen AUM reporting by documenting processes, refining controls, and enhancing data‑governance
Implement process improvements that streamline reporting cycles and enhance the overall stakeholder experience
Partner with Operations, Legal, Technology, and business teams to align data inputs, definitions, and reporting standards
Communicate clearly and proactively when issues arise, ensuring stakeholders have timely and accurate information
Support special projects, audits, regulatory requests, and cross‑functional initiatives related to AUM data and processes
Qualification
Required
Bachelor's degree in accounting, Finance, Data Analytics, or a related field
5–8 years of experience in financial reporting, accounting, or data analysis, ideally within asset management
Strong technical skills in Excel and PowerPoint; experience with Tableau, OneStream, Alteryx, or similar tools preferred
Demonstrated ability in using AI‑enabled tools and automation to improve processes or enhance analysis
Strong attention to detail, with a commitment to data accuracy and consistency
Solid analytical and problem‑solving skills with a continuous‑improvement mindset
Ability to manage multiple deliverables in a fast‑paced environment
Effective communication and interpersonal skills, with the ability to partner across teams
Positive, collaborative attitude and a high level of accountability
Preferred
Experience with Tableau, OneStream, Alteryx, or similar tools preferred
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
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-16
Private Equity Wire
2026-01-13
Company data provided by crunchbase