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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

  • Trade Support

  • Production of Management Reports

  • Corporate Action Processing

  • Guideline Oversight Monitoring

  • Vendor Management


  • 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

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