Neuberger Berman Business Analytics Analyst in New York, New York
Our New York office is looking for an Analyst to join the Business Analytics Team. The team is responsible for delivering timely sales reporting and analytics to assist with key business decisions across the North America Intermediary client coverage organization. The role requires a close partnership with other functions within the organizations including Client Coverage, Client Data Strategy, Sales & Marketing Enablement, Finance, and IT teams.
Analyze large volumes of transaction, CRM activity, and industry data
Provide routine and ad-hoc channel and territory reporting
Develop dynamic dashboards to deliver insights and drive distribution strategy for both management and field coverage teams
Partner with client coverage management to develop metrics for key initiatives and implement it to monitor progress
Assist with the budgeting, forecasting, and year-end planning processes
Focus on enhancing, streamlining, and automating processes
Help prepare materials for ad-hoc projects, including developing focused analytics, conducting industry research, and preparing presentations
Bachelor’s Degree in business, finance or related field of study
2-3 years’ demonstrable experience in reporting and analytics role; asset management industry experience, particularly Intermediary distribution, strongly preferred
Strong analytical and technical skills; advanced Microsoft Excel and PowerPoint knowledge is required; must be proficient in Alteryx/SQL and Tableau or comparable tools; experience with Salesforce.com preferred
Attention to detail and business acumen essential
Team player with strong work ethic and positive attitude
Ability to work independently and demonstrate critical thinking
Excellent time management, organizational skills, and attention to detail
Strong oral and written communication skills
Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact email@example.com .
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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 23 countries worldwide, the firm manages $437 billion in client assets (as of September 30, 2021) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 600-plus investment professionals and more than 2,400 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last five consecutive years (firms with 1,000+ employees).
EQUITY, INCLUSION & DIVERSITY
Neuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity (“EID”) — they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.
Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.
Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work.
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