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Neuberger Berman Portfolio Reporting Senior Analyst in New York, New York

Summary:

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.

Responsibilities:

  • Date Analytics and Governance

  • Performance and Dispersion Analysis

  • Financial Security Maintenance

  • Trade Support

  • Production of Management Reports

  • Corporate Action Processing

  • Guideline Oversight Monitoring

  • Vendor Management

Qualifications:

  • 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 onlineaccommodations@nb.com .

Learn about the Applicant Privacy Notice (http://www.nb.com/employee_privacy_notice) .

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