Technical Business Analyst I Alternative Investments Operations

We are seeking an analytical solutions-oriented Business Analyst to join our Alternative Investments Operations team at Neuberger this critical role you will partner with senior operations leaders product managers technology teams (including BPM/workflow delivery) and external service providers to drive operational efficiency streamline business processes and support the growth of our private equity private debt and alternatives platform. Your work will directly improve end-to-end investment operations through process redesign automation and measurable outcomes for internal stakeholders and clients.

Key Responsibilities

• Collaborate with operations product technology and business teams to assess current-state processes pain points controls and success metrics across the alternative investment lifecycle.

• Map document and optimize front- middle- and back-office workflows (e.g. swim lanes/BPMN-style where appropriate) to improve clarity scalability and auditability.

• Identify opportunities for automation standardization exception management and straight-through processing; define future-state workflows and operating models.

• Elicit refine and translate requirements into clear delivery artifacts: business/functional specs user stories acceptance criteria and process documentation.

• Partner with workflow/platform teams (e.g. Appian) to define workflow behavior business rules routing SLAs exception handling and operational controls/entitlements.

• Define data and integration requirements with internal platforms and third parties (e.g. fund administrators custodians vendors) including APIs/events and file-based workflows when needed.

• Drive project execution activities end-to-end: workshops backlog readiness/support UAT planning and execution (scenarios test cases defect triage) training cutover and hypercare.

• Prepare executive-ready materials (process maps business cases status updates demos) to communicate recommendations trade-offs and decisions to senior leadership.

• Establish and monitor KPIs (e.g. cycle time exception rate rework SLA adherence automation rates) and report outcomes post-implementation.

• Act as a day-to-day liaison across operations technology and external partners to ensure seamless execution and continuous improvement.

Qualifications

• Bachelors degree in Business Finance Operations Management MIS/Computer Science or related field (or equivalent experience). Advanced degree and/or certifications (Lean Six Sigma PMP CBAP) are a plus.

• 3 years of experience as a Business Analyst Operations Analyst or similar role in financial services; alternatives exposure (private equity private debt real assets hedge funds) strongly preferred.

• Demonstrated track record delivering process improvement and/or workflow automation in a complex controlled environment (including end-to-end delivery from requirements through release).

• Strong understanding of investment operations concepts (e.g. cash management lifecycle events reconciliations controls reporting); experience working with administrators/custodians is a plus.

• Experience with process mapping and analysis tools (Visio Miro Lucidchart) and structured BA techniques (workshops interviews documentation standards).

• Comfort partnering with technical teams on data and integration requirements; ability to reason through edge cases and operational exceptions.

• Proficient in Excel and PowerPoint; working knowledge of SQL and/or BI tools is a plus.

• Strong communication documentation and stakeholder management skills with the ability to drive alignment and present to senior leadership.

• Highly organized detail-oriented and able to manage multiple priorities with a bias toward action; confident challenging the status quo constructively.

Key Competencies

• Business Acumen & Analytical Skills: Rapidly learns complex processes identifies root causes and translates insights into practical solutions.

• Process Orientation: Skilled in mapping redesigning and operationalizing workflows with clear controls and handoffs.

• Communication & Presentation: Communicates complex ideas clearly in writing and verbally; produces crisp executive-ready content.

• Collaboration & Influence: Aligns stakeholders across functions and vendors; drives decisions and follow-through.

• Continuous Improvement Mindset: Proactively seeks efficiencies automation opportunities and scalable patterns.

• Attention to Detail & Organizational Skills: High standards for accuracy traceability and delivery discipline (requirements through UAT and release).

Location: New York City; hybrid with a minimum of two days per week in office.

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 sponsorship.

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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.

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