Technology Business Analyst - Client Data & AUM Reporting

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 firm's 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

• Bachelor's degree in Business, Finance, Economics, Information Systems, Computer Science, Data Analytics, or a related field.

• 2–4 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

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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 $90,000-$120,000. 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 employee’s 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 Company's sole discretion unless and until paid and may be modified at the Company’s 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 [email protected].

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