Senior Business Analyst – Client Data Strategy

Neuberger is looking for a high-energy, detail-oriented individual to join us as a Senior Business Analyst in the Client Data Strategy team. This team plays a critical role in providing strategic oversight of client data and reporting for our global client coverage organizations. It leads the development and execution of a multi-year roadmap focused on delivering value across the client data lifecycle, including data architecture, governance, acquisition, quality management, business intelligence, and advanced analytics. The role requires close collaboration with cross-functional teams, including Business Analytics, Client Coverage, Finance, Global Technology, Operations and Business Enablement.

Responsibilities:

• Collaborate with stakeholders to identify and analyze business needs, translating them into actionable requirements

• Proactively identify opportunities for process improvements. Perform gap analysis and recommend solutions to improve client data management and business outcomes

• Develop and maintain process automation workflows using Visual Studio / Claude CoPilot and Python to streamline data management and reporting processes

• Maintain Client Analytics Database Model with business driven views and custom data sets for simplified downstream consumption and reporting

• Design, build, and maintain business analytics reports and dashboards using Tableau and other visualization tools

• Conduct in-depth analysis of large volumes of client data to extract actionable insights and support strategic decision-making. Deliver business metrics and insights through reports, presentations, and interactive dashboards

• Document detailed business requirements documents, including workflows, process diagrams, and report mock-ups, ensuring clarity and alignment with stakeholders

• Manage project tasks, timelines, risks, and issues, ensuring timely and successful delivery of objectives

• Partner with IT and business teams to validate solutions through user acceptance testing (UAT) and ensure final deliverables meet both technical and business expectations

• Ensure all requirements align with enterprise data management standards

Requirements:

• Bachelor’s Degree in IT, Business Analytics, or a related field of study

• 6+ years’ hands-on experience in managing data and analytics projects within Financial Services / Asset Management

• Experience working with client and product data for US mutual funds, UCITS, ETFs, Alternatives, and other fund vehicles, including fund administrator data, firm/office/financial advisor data, and client coverage models

• Strong analytical, writing, and technical skills

• Proficiency in SQL and Tableau (or comparable BI tools) is required; experience with Snowflake, Visual Studio, Claude CoPilot, Python, and Salesforce.com (or another CRM platform) is preferred

• Demonstrated ability to break down complex business problems into meaningful components and translate them into actionable business solutions

• Strong oral and written communication skills with the ability to explain technical ideas to business users

• Strong attention to detail, business acumen, and excellent time management and organizational skills

• Team player with strong work ethic and focus on meeting deadlines and objectives

• Ability to work independently and demonstrate critical thinking

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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 $130,000-$150,000. 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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