Senior Associate - Financial Planning & Analysis
Senior Associate - Financial Planning & Analysis
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$ 105000 - 135000
1 Vacancy
Job Description
Financial Planning & Analysis at Neuberger Berman provides strategic financial partnership and decision support to key stakeholders across the firms senior leadership operating committee members investment team leadership and client coverage leadership. The team also supports the employee equity owners and external stakeholders such as ratings agencies and senior note investors.
We are seeking an experienced professional to join our team focusing on providing FP&A support for but not limited to the Fixed Income and Private Wealth businesses. Responsibilities include but are not limited to budgeting forecasting management reporting and analysis to support senior leadership including the Fixed Income CIO COO and lead portfolio managers. Additionally the role involves conducting profitability analyses for key business areas new products and funds benchmarking our business against similarly aligned peers and providing analytics to support investment professional compensation structures.
Job Responsibilities:
Support the fixed income business operating model and efficiency projects through scenario modeling expense reviews and industry benchmarking
Lead formulaic compensation calculations
Develop relationships with investment team lead portfolio managers to provide regular touchpoints on financial performance and detailed revenue reporting
Lead the annual budget and period outlook updates for the fixed income and private wealth businesses including flows and revenue projections and detailed expense budgets
Participate in firm-wide budgeting forecasting reporting and analytics
Provide ad hoc support for FP&A projects
Lead contributor on finance transformation and technology initiatives including implementing new systems and artificial intelligence where appliable
Qualifications:
Bachelors degree in Finance Economics or a related business field
Advanced technical skills; proficiency in Microsoft Excel (including building analytical models) and PowerPoint (including building Board-ready presentation books) required
4-6 years of planning/financial modeling experience experience within the financial services industry preferred
Ability to work independently and as part of a team; a self-starter
Excellent analytical skills strong planning and organizational skills attention to detail
Strong communication skills (both written and verbal); ability to communicate clearly to senior management and lead meetings and discussions with investment team leadership and Operating Committee members
Ability to work well under pressure
Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus
Compensation Details
The salary range for this role is $105000-$135000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employees pay position within the salary range will be based on several factors including but limited to relevant education qualifications certifications experience skills seniority geographic location business sector performance shift travel requirements sales or revenue-based metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off medical/dental/vision insurance 401(k) life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned vested and determinable. The amount and availability of any bonus commission production or any other form of compensation that are allocable to a particular employee remains in the Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.
Neuberger Berman is an equal opportunity 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 .
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Required Experience:
Senior IC
Employment Type
Full-Time
