Neuberger Berman · 18 hours ago
Business Analytics Analyst/Associate
New York, NY
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $120K/yr
2+ years expNeuberger Berman is a leading asset management firm, and they are seeking a Business Analytics Analyst/Associate to support their Global Institutional client coverage platform. The role involves producing reports and dashboards, maintaining client fee databases, and partnering with internal teams to ensure accurate data and insights for senior leadership.
BankingBusiness DevelopmentFinanceFinancial Services
No H1B
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
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 and Client Associates 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: simplify workflows, reduce manual steps and automate recurring tasks
Qualification
Required
Bachelor's degree in business, finance or related field of study
2-4 years' demonstrable experience in the asset management industry or demonstrable experience in management consulting
Strong analytical and technical skills
Advanced Microsoft Excel and PowerPoint knowledge is required
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
Preferred
Experience with Tableau, Snowflake, Alteryx, Salesforce or comparable tools
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