Business Analytics Associate
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
Qualifications:
- 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, Salesforce.com 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
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.
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