Associate / Senior Associate – AUM Reporting

The AUM Reporting Associate will play a key role within the Finance organization, contributing to the firm’s end‑to‑end AUM, flows, and run‑rate revenue reporting. This role supports a broad set of internal stakeholders—including Senior Management, Investment, Client Coverage, Marketing, RFP, and Legal & Compliance teams—by delivering accurate, timely, and consistent data that underpins critical business decisions.The Senior Associate is expected to bring a tech‑enabled and AI‑aware mindset, actively seeking opportunities to enhance reporting processes, improve data quality, and streamline workflows through automation and modern analytical tools. This position is well‑suited for someone who enjoys diving into data, improving processes, and partnering across teams to strengthen the firm’s reporting capabilities.ResponsibilitiesReporting & AnalysisExecute core AUM and client flows reporting processes across daily, weekly, monthly, and quarterly cyclesProduce accurate, reliable reporting packages for Senior Management, Client Coverage, Investment Teams, Marketing, RFP, and Legal & ComplianceProvide ad hoc analysis, historical trends, and insights to support internal requests and client reporting needsDevelop a strong understanding of AUM definitions, methodologies, and data sourcesTechnology, Automation & AI‑Enabled EnhancementsUse technology and AI‑assisted analytics to improve data validation, streamline recurring tasks, and identify anomaliesPartner with Technology, Operations, and other business groups to refine upstream processes and improve data qualityParticipate in system enhancements, data testing, and UAT to ensure Finance requirements are metSurface opportunities to leverage AI, analytics, or automation to reduce manual effort and strengthen data integrityProcess Improvement, Controls & CollaborationStrengthen AUM reporting by documenting processes, refining controls, and enhancing data‑governanceImplement process improvements that streamline reporting cycles and enhance the overall stakeholder experiencePartner with Operations, Legal, Technology, and business teams to align data inputs, definitions, and reporting standardsCommunicate clearly and proactively when issues arise, ensuring stakeholders have timely and accurate informationSupport special projects, audits, regulatory requests, and cross‑functional initiatives related to AUM data and processesQualificationsBachelor’s degree in accounting, Finance, Data Analytics, or a related field5–8 years of experience in financial reporting, accounting, or data analysis, ideally within asset managementStrong technical skills in Excel and PowerPoint; experience with Tableau, OneStream, Alteryx, or similar tools preferredDemonstrated ability in using AI‑enabled tools and automation to improve processes or enhance analysisStrong attention to detail, with a commitment to data accuracy and consistencySolid analytical and problem‑solving skills with a continuous‑improvement mindsetAbility to manage multiple deliverables in a fast‑paced environmentEffective communication and interpersonal skills, with the ability to partner across teamsPositive, collaborative attitude and a high level of accountabilityLI-MB1LI-HybridNeuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.Compensation DetailsThe salary range for this role is $100,000-$125,000. 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 Berman 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 onlineaccommodations@nb.com.Learn about the Applicant Privacy Notice.