Neuberger Berman Client Data Associate in New York, New York
Our New York office is looking for a Associate to join the Client Data Strategy Team. The team is responsible for the acquisition, attribution, maintenance, and integrity of sales data for our Distribution organization. The role requires close partnership with Sales Reporting & Analytics, CRM, Finance, Technology and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities.
Partner with Management, Sales Reporting, CRM and Finance teams to drive data processes for sales reporting and compensation purposes.
Responsible for the development and implementation of complex workflows using Alteryx and Tableau for data integrity and analytics.
Conduct analyses and tests of sales data requirements in partnership with Technology that conform to enterprise data management standards.
Assist in defining, documenting, and maintaining process flows that are fit for purpose; responsible for maintaining relevant policies and procedures.
Focus on enhancing, streamlining, and automating processes.
Utilize various sources to verify asset and transaction details for exception management and resolution.
Build robust reconciliation processes.
Demonstrate broad adherence to best practices in data management processes and build procedures to ensure data integrity.
Bachelor’s degree in Finance, Computer Science or related field of study.
Four to six years’ progressive experience in Asset Management with a focus on Data and Analytics.
Demonstrable proficiency in tools such as Alteryx, Tableau, Python and SQL required
Experience working with relational databases is highly desirable.
Experience with business intelligence analysis and project management skills.
Attention to detail and the ability to manage multiple complex tasks within strict timeframes.
Desire to work in a team-oriented environment yet able to work independently.
Strong written and verbal communication skills.
Knowledge of DST TA2000, Salesconnect/SalesVision, and Salesforce is a plus.
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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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