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⏰ Full-time

Associate / Senior Associate – AUM Reporting

Neuberger
Location 📍 New York, United States
Posted 📅 May 30, 2026
Work Type ⏰ Full-time

Position Overview

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.

**Responsibilities:**

**Reporting & Analysis**

+ Execute core AUM and client flows reporting processes across daily, weekly, monthly, and qu...

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Job Details

Employment Type
Full-time
📊
Category
other-general
🏠
Work Arrangement
On-site
📍
Location
New York, United States