Client Analyst - NA Intermediary
Neuberger Berman · New York City, New York, US
As a member of the North American (NA) Intermediary team, the primary responsibility of the NA Intermediary Analyst is to provide operational, analytical, an...
Job description
As a member of the North American (NA) Intermediary team, the primary responsibility of the NA Intermediary Analyst is to provide operational, analytical, and administrative support to the Head of the Intermediary Business, ETF Strategist, and Alternative Specialist team. Data Analysis & Business Intelligence: Leverage the full breadth of Neuberger Berman's internal data and technology infrastructure - including Salesforce, Tableau, internal reporting platforms, and data warehouses - to generate actionable insights across the intermediary business Collaborate on building and maintaining recurring data models and dashboards that track business performance metrics for the Head of Intermediary Business and senior leadership Support data integrity across sources - ensuring consistency, accuracy, and alignment between systems (Salesforce, internal reporting tools, and channel data feeds) Business & Board Reporting: Serve as a primary owner of regular business reporting cadences - including weekly, monthly, and quarterly updates for the Head of Intermediary Business, senior management, and key internal stakeholders Prepare board-level and executive reporting materials, synthesizing compl...