Business Analytics Senior Associate (Institutional Client Coverage)

Team Overview Own recurring and ad hoc reporting for the Global Institutional client coverage platform (pipeline, activity, territory coverage), delivering accurate, on‑time reports/dashboards and insights for senior leadership and the coverage organization. Maintain the internal client fee database and execute ongoing fee monitoring and controls, escalating issues and trends as needed. Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting. Partner with key internal partners such as Client Advisors/Associates, Finance and sales data management to ensure client, activity, and sales attribution data is accurate and consistent across official reporting and firmwide materials. Conduct financial and strategic analysis to develop fact‑based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data. Primary Responsibilities Ideate and produce accurate, on‑time high‑quality reporting and dynamic dashboards for the Global Institutional client coverage team. Deliver recurring sales/coverage reporting and ad hoc analysis focused on the client coverage platform (pipeline, activity, territory coverage, etc.). Partner with Client Advisors, Client Associates, and other key stakeholders to stay abreast of developments in the client coverage organization (new business opportunities, fundings, business at risk). Maintain internal client fee database and execute related fee monitoring processes. Prepare materials for internal meetings (business reviews, town halls, leadership updates). Provide client platform statistics for firmwide reports and presentations. Work with Finance to ensure sales attribution is captured correctly in official reporting. Improve how the work gets done: leverage AI and other methods to simplify workflows, reduce manual steps and automate recurring tasks. Qualifications Required Bachelor’s degree in business, finance or related field of study. 5+ years’ of relevant experience. Strong analytical and technical skills; advanced Microsoft Excel/PowerPoint knowledge and proficiency with business‑intelligence tool (Tableau, Power BI, etc.). Team player with strong work ethic and positive attitude. Ability to work independently and demonstrate critical thinking. Attention to detail and business acumen essential. Excellent time management, organizational skills and attention to detail. Strong oral and written communication skills. Preferred Prior asset management or management consulting experience. Experience with Snowflake, Alteryx, Salesforce or comparable tools. Experience leveraging AI‑driven solutions to enhance data analysis and automate processes. Location NewYorkCity; hybrid with a minimum of three days per week in office. Compensation and Benefits The salary range for this role is $125,000–$145,000. This salary range is only applicable for jobs to be performed in the job posting location. Additional compensation may be paid at the Company’s discretion and may be modified in the future. The role is eligible for a discretionary bonus, which along with base salary and retirement contributions is part of a total comprehensive package that includes paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees. Equal Opportunity Employer 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 View email address on click.appcast.io. Learn about the Applicant Privacy Notice. #J-18808-Ljbffr Neuberger Berman