Neuberger Berman was founded in 1939 to do one thing: deliver compelling investment results for our clients over the long term. This remains our singular purpose today, driven by a culture rooted in deep fundamental research, the pursuit of investment insight and continuous innovation on behalf of clients, and facilitated by the free exchange of ideas across the organization.
As a private, independent, employee-owned investment manager, Neuberger Berman is structurally aligned with the long-term interests of our clients. We have no external parent or public shareholders to serve, nor other lines of business to distract us from our core mission, and with our employees and their families invested alongside our clients - plus 100% of employee deferred cash compensation directly linked to team and firm strategies - we are truly in this together.
From offices in 35 cities worldwide, Neuberger Berman manages a range of equity, fixed income, private equity and hedge fund strategies on behalf of institutions, advisors and individual investors worldwide. With more than 600 investment professionals and more than 2,100 employees in total, Neuberger Berman has built a diverse team of individuals united in their commitment to client outcomes and investment excellence. Our culture has afforded us enviable retention rates among our senior investment staff and has earned us citations in the top-ranked firms (among those with 1,000 or more employees) in the Pensions & Investments “Best Places to Work in Money Management” survey each year since 2013.
For more information, please visit our website at www.nb.com.
Position Overview:
Job Description: Business Analytics, Client Coverage, London
We are looking to expand our Business Analytics Team, supporting Client Coverage teams and providing business management support to EMEALA Client Coverage Leadership.
The ideal candidate will be comfortable building relationships with stakeholders across multiple functions; have experience in data and analytics, and be comfortable delivering presentations and insights to Management both proactively and in accordance with periodic deliverables. This position provides an opportunity for a proactive and analytical individual to work closely with key stakeholders to define and track success within the Client Coverage organization.
- The EMEALA Business Analytics Team produces recurring and ad hoc reporting for the EMEALA client coverage platform (pipeline, activity, book of business, territory coverage), delivering accurate, on-time reports/dashboards and insights for senior leadership and the Client Coverage organization.
- Partnering with key internal stakeholders such as Client Advisors/Associates, Finance, CRM and Sales Data Management, the team ensures that client, activity, and sales attribution reporting is accurately and consistently produced.
- Alongside core tasks noted above, the team has a varied brief, aimed at ensuring the Client Coverage organization is armed with the internal and external data required to execute its business strategy.
Primary Responsibilities:
- Produce accurate, on-time high-quality reporting and dynamic dashboards for the EMEALA 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 and Client Associates to stay abreast of developments in the client coverage organization (new business opportunities, fundings, business at risk)
- Prepare materials for internal meetings (business reviews, town halls, leadership updates), and provide client platform statistics for broader firm reporting.
- 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: simplify workflows, reduce manual steps, and automate recurring tasks
Key Requirements / Qualifications: (essential unless otherwise stated)
- Bachelor’s Degree in business, finance or related field of study
- Asset Management industry experience, 2-4 years’ demonstrable experience
- Strong analytical and technical skills. Advanced Microsoft Excel and PowerPoint knowledge is required; experience with Tableau, Snowflake, Alteryx, Salesforce or comparable tools (Note: the recruitment process will involve a short practical assessment)
- 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
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