Project Manager/ Technical Business Analyst - Investment Management Onboarding

We are seeking a proactive, hands-on Project Manager/Technical Business Analyst to lead and coordinate technology-driven projects, analyze complex business requirements, and engage with stakeholders across technology and operational departments. This individual will ensure the successful implementation of multiple concurrent initiatives, with a strong focus on fund onboarding and the integration of new markets, strategies, and asset types. The ideal candidate thrives in a dynamic environment, managing projects, and partners closely with Onboarding, Client Service, and Investment teams to ensure our investment platform is fully prepared for new business.

Responsibilities:

• Serve as a strategic business partner by reviewing, analyzing, and constructively challenging business requirements. Guide these requirements through the Software Development Lifecycle, ensuring alignment with the needs of Onboarding, Client Service, and Investment teams, and the readiness of the investment platform for new business.
• Uphold existing standards while proactively creating new ones when presented with novel processes, models, or requirements-especially in the context of fund onboarding and technology-driven changes across institutional asset classes.
• Lead comprehensive requirements analysis and collaborate with stakeholders to deliver solutions with high reusability and maintainability. Focus on developing flexible data models and seamless integration points that support both website and data warehouse enhancements.
• Coordinate code delivery directly with developers, utilizing both Waterfall and Agile methodologies to address evolving project needs and business priorities. Leverage tools such as Confluence and Azure DevOps for effective project tracking and documentation.
• Consistently identify opportunities to enhance customer satisfaction, strengthen client relationships, and drive business and operational efficiency through innovative technology solutions tailored to institutional clients.
• Proactively manage user communications and expectations throughout the project lifecycle, ensuring transparency and timely updates.
• Facilitate key process activities, including daily stand-ups, and lead or coach cross-departmental teams in Agile practices to foster collaboration and continuous improvement.
• Ensure thorough close-out and transition of all projects to business-as-usual (BAU) operations, including the facilitation of retrospectives and documentation of lessons learned.

Qualifications:

• BS or BA Degree, plus at least 5 years' business analyst experience within the asset management industry, preferably supporting the investment process.
• Demonstrated experience managing multiple projects and collaborating with diverse teams.
• Solid understanding of traditional asset classes and the nuances of institutional, High-Net-Worth, Wealth Management, or Retail industries.
• Experience writing ad-hoc SQL queries and strong understanding of database/RDBMS architecture.
• Foundational experience in full cycle software delivery as a business analyst, developer, or QA.
• Proven experience with Agile project management framework (e.g., Kanban, Scrum, Crystal), with the ability to weigh tradeoffs.
• Strong knowledge of integration testing and coordinating user acceptance testing.
• Ability to liaise effectively with Front Office, IT, Operations, and Compliance teams.
• Experience using Confluence and Azure DevOps for project management and documentation.
• Professional pride, individual accountability, and a client-centric mindset.
• Comfortable working independently as a team of one, flexibly managing business analysis and identifying technical solutions.

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Product Manager II

Compensation Details

The salary range for this role is $100,000-$120,000. 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

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