Neuberger Berman Portfolio Reporting Senior Analyst in New York, New York
The Managed Account Group (MAG) provides Separately Managed Account (SMA) solutions to Financial Intermediaries and Neuberger Berman Wealth Advisory clients. The Group administers Equity, Fixed Income, and Mutual Fund allocation products offered to numerous SMA and Unified Managed Account (UMA) distribution networks. Business Administration and Oversight Analysts are key stewards of all data elements and important audit and reporting functions.
Date Analytics and Governance
Performance and Dispersion Analysis
Financial Security Maintenance
Production of Management Reports
Corporate Action Processing
Guideline Oversight Monitoring
Strong quantitative skills and the ability to prioritize and manage multiple tasks with a keen attention to detail
Excel VBA, Python, Tableau, and SQL skills are highly valued
Excellent communication skills and the ability to articulate complex information
Ability to identify and address operational risk issues
Confidence to engage with clients and to present concisely to senior management
Demonstrated experience working both independently and as part of a team in a highly collaborative and demanding environment
Prior experience with the Investcloud APL system, Charles River and/or other portfolio accounting systems preferred
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 firstname.lastname@example.org .
Learn about the Applicant Privacy Notice (http://www.nb.com/employee_privacy_notice) .