Neuberger Berman - New York, NY
posted 2 months ago
Our New York office is looking for a Data Analyst to join the Client Data Strategy Team. The team is responsible for the acquisition, attribution, maintenance, and integrity of client data for our Distribution organization. The role requires close partnership with Reporting & Analytics, CRM, Finance, Technology, and external vendors as we consider enterprise-wide improvements to our data and analytics capabilities. This position is crucial in ensuring that our data processes are efficient and effective, contributing to the overall success of the organization. As a Data Analyst, you will partner with Management, Sales Reporting, CRM, and Finance teams to drive data processes for sales reporting and compensation purposes. You will participate in the development and implementation of complex workflows using Alteryx and Tableau for data integrity and analytics. Conducting analyses and tests of sales data requirements in partnership with Technology that conform to enterprise data management standards will be a key part of your responsibilities. You will also assist in defining, documenting, and maintaining process flows that are fit for purpose, ensuring that relevant policies and procedures are upheld. In this role, you will adopt an ownership mindset over client data, systems, and processes, focusing on enhancing, streamlining, and automating processes. Utilizing various sources to verify asset and transaction details for exception management and resolution will be essential. You will build and execute robust reconciliation processes and demonstrate broad adherence to best practices in data management processes, building procedures to ensure data integrity.