Senior Associate - Financial Planning & Analysis, Neuberger Berman, NY, US

Financial Planning & Analysis at Neuberger Berman provides strategic financial partnership and decision support to key stakeholders across the firm’s senior leadership, operating committee members, investment team leadership, and client coverage leadership. The team also supports the employee equity owners and external stakeholders, such as ratings agencies and senior note investors.

We are seeking an experienced professional to join our team, focusing on providing FP&A support for, but not limited to, the Fixed Income and Private Wealth businesses. Responsibilities include, but are not limited to, budgeting, forecasting, management reporting, and analysis to support senior leadership, including the Fixed Income CIO, COO, and lead portfolio managers. Additionally, the role involves conducting profitability analyses for key business areas, new products, and funds, benchmarking our business against similarly aligned peers, and providing analytics to support investment professional compensation structures.

Job Responsibilities:

• Support the fixed income business operating model and efficiency projects through scenario modeling, expense reviews, and industry benchmarking Lead formulaic compensation calculations
• Develop relationships with investment team lead portfolio managers to provide regular touchpoints on financial performance and detailed revenue reporting
• Lead the annual budget and period outlook updates for the fixed income and private wealth businesses including flows and revenue projections and detailed expense budgets
• Participate in firm-wide budgeting, forecasting, reporting and analytics
• Provide ad hoc support for FP&A projects Lead contributor on finance transformation and technology initiatives including implementing new systems and artificial intelligence where appliable

Qualifications:

• Bachelor's degree in Finance, Economics, or a related business field
• Advanced technical skills; proficiency in Microsoft Excel (including building analytical models) and PowerPoint (including building Board-ready presentation books) required
• 4-6 years of planning/financial modeling experience, experience within the financial services industry preferred
• Ability to work independently and as part of a team; a self-starter
• Excellent analytical skills, strong planning and organizational skills, attention to detail
• Strong communication skills (both written and verbal); ability to communicate clearly to senior management and lead meetings and discussions with investment team leadership and Operating Committee members
• Ability to work well under pressure
• Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus

Compensation Details

The salary range for this role is $105,000-$135,000. 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, 401(k), 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. Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $538 billion in client assets (as of June 30, 2025) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team—including 760-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees). Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles. For important disclosures: http://www.nb.com/