Nb
Business Analytics Senior Associate (Institutional Client Coverage)
New York, NY · Senior
Work authorization required$125k-$145kDetected 12 hours ago
SnowflakeData AnalysisData VisualizationStatisticsAccessibilitySalesforceExcelLeadershipCommunicationCritical ThinkingTime ManagementPublic SpeakingOrganizational SkillsMicrosoft Office
About the role
- Prepare coverage materials for internal forums (business reviews, town halls, leadership updates) and provide client platform statistics for broader firm reporting
Responsibilities
- Maintain internal client fee database and execute related fee monitoring processes
- 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 in order to develop fact-based insights and recommendations for the Global Institutional distribution strategy based on both internal and external industry data
Requirements
- Bachelor's degree in business, finance or related field of study
- 5+ years' of relevant experience
- advanced Microsoft Excel/PowerPoint knowledge and proficiency with business-intelligence tool (Tableau, Power BI, etc.)
- Ability to work independently and demonstrate critical thinking
- Experience with Snowflake, Alteryx, Salesforce or comparable tools
- Experience leveraging AI-driven solutions to enhance data analysis and automate processes
- 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.
- 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
- Attention to detail and business acumen essential
- Excellent time management, organizational skills and attention to detail
- Strong oral and written communication skills
- Prior asset management or management consulting experience
Compensation
- The salary range for this role is $125,000-$145,000.
- 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 job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- 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.
Benefits
- 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.
Equal opportunity
- Neuberger is an equal opportunity employer.
Visa & Work Authorization
- 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.
This listing is sourced directly from Nb's careers page and normalized into a canonical job model.