Technology Business Analyst Client Data & AUM Reporting
Job Location:
New York City, NY - USA
Monthly Salary:
Posted on:
Vacancies:
Job Summary
Neuberger is seeking a highly motivated Business Analyst to join our Technology organization supporting strategic initiatives across Sales Data Management and AUM Reporting. This role offers an excellent opportunity for an early-career professional to build deep expertise in asset management data reporting platforms business process analysis and technology delivery.
The successful candidate will partner with business stakeholders product managers technology teams and data specialists to support the firms Sales Data and AUM Reporting platforms with responsibilities spanning requirements gathering data analysis process improvement testing documentation and delivery support for strategic technology initiatives.
The Sales Data domain covers distribution coverage models client/account/product relationships sales hierarchy attribution and AUM/flow reporting across Institutional Intermediary and international (LATAM and EMEA) distribution channels. This role supports both Sales Data and AUM Reporting initiatives with approximately equal focus across the two domains.
Key Responsibilities
Partner with Distribution Finance Client Data and Technology stakeholders to gather document and validate business requirements.
Facilitate workshops discovery sessions and stakeholder interviews.
Translate business needs into requirements user stories acceptance criteria and functional specifications.
Create process flows data flow diagrams gap analyses and supporting business documentation.
Analyze client account product sales and AUM reporting data using SQL and Excel across Institutional Intermediary LATAM and EMEA distribution channels.
Perform data validation reconciliation and root-cause analysis for sales hierarchy attribution AUM and flow reporting data including reconciliation to Transfer Agent and Fund Accounting sources.
Support Distribution initiatives across Intermediary and Institutional channels including territory region channel relationship manager wholesaler platform and coverage structures; sales crediting; and client/product/channel segmentation.
Support AUM Reporting initiatives including reporting modernization automation and quality improvements with working knowledge of AUM net flows subscriptions redemptions market movement reporting cutoffs and recurring management reporting.
Collaborate with Agile delivery teams during backlog refinement sprint planning testing and deployment.
Create and execute test plans and test cases; support User Acceptance Testing (UAT).
Prepare presentations project updates training materials and stakeholder communications.
Leverage AI-enabled productivity tools to improve analysis documentation and delivery efficiency.
Required Qualifications
Bachelors degree in Business Finance Economics Information Systems Computer Science Data Analytics or a related field.
24 years of experience as a Business Analyst Data Analyst Reporting Analyst or in a similar role.
Strong analytical and problem-solving skills.
Excellent written and verbal communication skills.
Experience documenting business requirements and business processes.
Strong proficiency in Microsoft Excel including working with large datasets.
SQL proficiency required including querying reconciliation validation and analysis.
Proven experience working with cross-functional business and technology teams.
Strong attention to detail and commitment to quality.
Preferred Qualifications
Working knowledge of asset management distribution data especially Institutional Intermediary LATAM and EMEA sales contexts.
Experience within Financial Services Banking Wealth Management or Investment Management.
Exposure to Distribution Data AUM Reporting Client Reporting Sales Reporting Investment Reporting or Data Management.
Experience with Agile methodologies.
Familiarity with Jira Azure DevOps Tableau Power BI or Snowflake.
Experience using AI-enabled productivity tools.
Technical Skills
SQL (Required)
Advanced Microsoft Excel
PowerPoint
Visio or other process modeling tools
Jira / Azure DevOps
Tableau or Power BI
Snowflake (Preferred)
Basic Python scripting for data analysis (Preferred)
Microsoft Copilot and other AI productivity tools
#LI-DD2
#LI-Hybrid
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.Compensation Details
The salary range for this role is $90000-$120000. 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 retirement 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 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 .
Learn about the Applicant Privacy Notice.
Required Experience:
IC
