Alternatives Ops BA — Process Automation & Optimization

Neuberger; New York (NY); Hybrid; USD 90,000 - 105,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Other benefits

Job summary

Neuberger is seeking an analytical, solutions-oriented Business Analyst to join its Alternative Investments Operations team in New York. You will partner with senior operations leaders, product managers, technology teams, and external service providers to drive operational efficiency and streamline processes supporting private equity, private debt, and alternatives.

Your work will improve end-to-end investment operations through process redesign, automation, and measurable outcomes for internal

Qualifications

• 3+ years of experience as a BA/Operations Analyst in financial services; alternatives exposure preferred.
• Proven track record delivering process improvement and/or workflow automation.
• Experience with end-to-end delivery from requirements through release in a controlled environment.
• Strong understanding of investment operations concepts and working with administrators/custodians is a plus.

Responsibilities

• Collaborate with operations, product, technology, and business teams to assess current-state processes and success metrics across the alternative investment lifecycle.
• Map, document, and optimize front-, middle-, and back-office workflows to improve clarity, scalability, and auditability.
• Identify automation opportunities, standardization, exception management, and straight-through processing; define future-state workflows.
• Elicit, refine, and translate requirements into clear delivery artifacts (business/functional specs, user stories, acceptance criteria).
• Partner with workflow/platform teams to define workflow behavior, rules, routing, SLAs, and controls.
• Define data and integration requirements with internal platforms and third parties, including APIs and file-based workflows.
• Drive project execution activities end-to-end: workshops, UAT planning, training, cutover, and hypercare.
• Prepare executive-ready materials (process maps, business cases, status updates, demos) for leadership.
• Establish and monitor KPIs (cycle time, exception rate, SLA adherence) and report post-implementation outcomes.
• Act as a day-to-day liaison across operations, technology, and external partners for continuous improvement.

Skills

Business acumen

Analytical skills

Process orientation

Communication

Collaboration

Continuous improvement

Attention to detail

Education

Bachelor's degree in Business/Finance/Operations/CS/MIS

Lean Six Sigma / PMP / CBAP (optional)

Tools

Excel

PowerPoint

SQL

BI tools

Job description

Neuberger is seeking an analytical, solutions-oriented Business Analyst to join its Alternative Investments Operations team in New York. You will partner with senior operations leaders, product managers, technology teams, and external service providers to drive operational efficiency and streamline processes supporting private equity, private debt, and alternatives.

Your work will improve end-to-end investment operations through process redesign, automation, and measurable outcomes for internal