Senior Business Analyst – Client Data Strategy

Our New York office is looking for a high-energy detail-oriented individual to join us as a Senior Business Analyst in the Client Data Strategy team. This team plays a critical role in providing strategic oversight of client data and reporting for our global client coverage organizations. It leads the development and execution of a multi-year roadmap focused on delivering value across the client data lifecycle including data architecture governance acquisition quality management business intelligence and advanced analytics. The role requires close collaboration with cross-functional teams including Business Analytics Client Coverage Finance Global Technology Operations and Business Enablement.

Responsibilities:

• Collaborate with stakeholders to identify and analyze business needs translating them into actionable requirements

• Proactively identify opportunities for process improvements. Perform gap analysis and recommend solutions to improve client data management and business outcomes

• Develop and maintain detailed business requirements documents including workflows process diagrams and report mock-ups ensuring clarity and alignment with stakeholders

• Document project scope and obtain sponsor approvals

• Manage project tasks timelines risks and issues ensuring timely and successful delivery of objectives

• Design build and maintain business analytics reports and dashboards using Tableau and other visualization tools

• Develop and maintain process automation workflows using Python and/or Alteryx to streamline data management and reporting processes

• Partner with IT and business teams to validate solutions through user acceptance testing (UAT) and ensure final deliverables meet both technical and business expectations

• Ensure all requirements align with enterprise data management standards

• Conduct in-depth analysis of large volumes of client data to extract actionable insights and support strategic decision-making. Deliver business metrics and insights through reports presentations and interactive dashboards

Requirements:

• Bachelors Degree in IT Business Analytics or a related field of study

• 6 years hands-on experience in managing data and analytics projects within Financial Services / Asset Management

• Experience working with client and product data for US mutual funds UCITS ETFs Alternatives and other fund vehicles including fund administrator data firm/office/financial advisor data and client coverage models

• Strong analytical writing and technical skills

• Proficiency in SQL and Tableau (or comparable BI tools) is required; experience with Snowflake Python Alteryx and (or another CRM platform) is preferred

• Demonstrated ability to break down complex business problems into meaningful components and translate them into actionable business solutions

• Strong oral and written communication skills with the ability to explain technical ideas to business users

• Strong attention to detail business acumen and excellent time management and organizational skills

• Team player with strong work ethic and focus on meeting deadlines and objectives

• Ability to work independently and demonstrate critical thinking

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Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Compensation Details

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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