Senior BI & Analytics Lead: Channel Insights & Strategy

Neuberger; New York (NY); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement plan

Life insurance

Job summary

Neuberger is seeking a senior BI/Analytics professional to deliver channel intelligence and distribution insights supporting client coverage strategies. You will own recurring and ad hoc management reporting, including dashboards and firmwide reporting inputs, while overseeing client fees and channel economics.

You will build flows and budgets, conduct financial analyses, and partner with Finance, Client Data Strategy, Sales Enablement, and other teams to ensure data accuracy across reporting.

Qualifications

• Bachelor’s Degree in IT, Business Analytics or related field of study.
• 6-8+ years’ hands-on experience in building BI and analytics tools within Financial Services / Asset Management.
• Strong analytical and technical skills; proficient in SQL, Python and Tableau; experience with Alteryx, R would be helpful.
• Ability to deliver meaningful visualizations from complex data sets for different levels of the firm.
• Strong oral and written communication skills with ability to explain technical ideas to business users.

Responsibilities

• Deliver business metrics and insights through reports, and interactive dashboards to develop and execute on client coverage strategic priorities.
• Effectively interact with Client Coverage, Client Data Strategy, Sales Enablement, and other teams around the Firm to understand the business needs.
• Work with large structured and unstructured data from multiple internal and external data sources to incorporate into analytical tools and dashboards.
• Define and enforce visualization and reporting standards across the team.
• Manage the BI/analytical tools lifecycle, including delivery, training, user adoption and retiring old artifacts.
• Partner with the Client Data & AI Enablement Lead and colleagues across the firm to ensure dashboards are built on clean, governed data by converting business requirements into SQL datasets.
• Apply advanced analytical techniques to uncover patterns and insights into complex data sets.

Skills

SQL

Python

Tableau

Education

Bachelor’s Degree in IT or related

Tools

Alteryx

R

Job description

Neuberger is seeking a senior BI/Analytics professional to deliver channel intelligence and distribution insights supporting client coverage strategies. You will own recurring and ad hoc management reporting, including dashboards and firmwide reporting inputs, while overseeing client fees and channel economics.

You will build flows and budgets, conduct financial analyses, and partner with Finance, Client Data Strategy, Sales Enablement, and other teams to ensure data accuracy across reporting.