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Neuberger Berman Business Analytics Associate in New York, New York

Strategic Planning Responsibilities:

  • 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

  • Conduct industry research on fee projects and gather competitive benchmarking data

  • Assist with client coverage flows and run rate revenue budgeting, forecasting, and year-end planning processes

Business Management Responsibilities:

  • Provide timely, high-quality reporting / dynamic dashboards for the Global Institutional client coverage team

  • Provide routine global sales reporting and ad hoc analysis focused on client coverage platform

  • Liaise directly with Client Advisors and Client Associates to stay informed on new business pipeline and activity

  • Maintain internal client fee database and execute related fee monitoring processes

  • Help prepare presentation for internal meetings, business reviews, townhalls, etc.

  • Provide client platform statistics for corporate reports and presentations

  • Liaise with Finance to ensure accurate sales attribution is captured for firm reporting

  • Focus on enhancing, streamlining, and automating processes and achieve efficiencies


  • Bachelor’s Degree in business, finance or related field of study

  • 3-4 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; experience with Alteryx, Tableau, or comparable tools preferred

  • Team player with strong work ethic and positive attitude; team management experience preferred

  • 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

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