Technical Business Analyst I - Alternative Investments Operations

About the role

Neuberger is looking for 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 (including BPM/workflow delivery) and external service providers to improve end-to-end investment operations through process redesign, automation and measurable outcomes for internal stakeholders and clients.

Key responsibilities

• Assess current-state processes, pain points, controls and success metrics across the alternative investment lifecycle
• Map, document and optimize front-, middle- and back-office workflows (e.g. swim lanes/BPMN-style)
• Identify automation, standardization, exception management and straight-through processing opportunities, and define future-state workflows and operating models
• Elicit and translate requirements into business/functional specs, user stories, acceptance criteria and process documentation
• Partner with workflow/platform teams (e.g. Appian) on workflow behavior, business rules, routing, SLAs, exception handling and entitlements
• Define data and integration requirements with internal platforms and third parties (fund administrators, custodians, vendors), including APIs, events and file-based workflows
• Drive project execution: workshops, backlog readiness, UAT planning and execution, training, cutover and hypercare
• Prepare executive-ready materials (process maps, business cases, status updates, demos) and establish and monitor KPIs such as cycle time, exception rate, rework, SLA adherence and automation rates
• Act as day-to-day liaison between operations, technology and external partners

Required profile

• Bachelor's degree in Business, Finance, Operations Management, MIS/Computer Science or related field (or equivalent experience)
• 3+ years of experience as a Business Analyst, Operations Analyst or similar role in financial services; alternatives exposure strongly preferred
• Track record of process improvement and/or workflow automation, end-to-end delivery from requirements through release
• Understanding of investment operations concepts (cash management, lifecycle events, reconciliations, controls, reporting); experience with administrators/custodians a plus
• Authorized to work in the United States without current or future sponsorship

Required skills

• Process mapping tools (Visio, Miro, Lucidchart) and structured BA techniques
• Excel and PowerPoint; working knowledge of SQL and/or BI tools is a plus
• Proficiency in SQL and/or BI tools is a plus

What we offer

• Salary range of $90,000-$105,000, with eligibility for a discretionary bonus
• Benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits
• Hybrid arrangement with a minimum of two days per week in the office