Lazard Family Office Partners collaborates with our clients to help solve and simplify the complexities of wealth, while delivering sophisticated investment solutions and advice. We are looking for a seasoned marketable investments professional to help invest and manage our client’s portfolios. Marketable investments will broadly include long-only equities across geographies, as well as hedge fund strategies, such as long-short equity and event-driven.
Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable. Details below.
Job Description
Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over 3,000 professionals. Lazard is a place of continuous knowledge sharing, skill development and relationship building, where professionals grow and succeed together. Our entrepreneurial culture, flat structure and embrace of individual differences, allow creative ideas, original concepts, and unique perspectives to drive our business forward — and for careers to take flight.
Many of the world’s leading investors — from individuals to institutions across the globe — have entrusted Lazard Asset Management. We pride ourselves in uncovering the best investment opportunities for our clients. The purpose of our asset management business is to help our clients invest for the future — whether it’s for retirement, to grow and preserve inter-generational wealth, or to benefit the organizations that make our world smarter, healthier and more sustainable.
Role Profile:
Lazard Asset Management is seeking an AUM Reporting Analyst professional in New York. This role owns the accuracy, integrity and presentation of firm-wide Assets Under Management (AUM) data and translates that data into analysis that informs decisions made by senior management, Distribution, Product and the broader business.
You’ll bring strong business acumen, a database-driven mindset and sharp analytical judgment to a role with direct visibility to senior management and C-suite stakeholders.
We’ll trust you to:
- Validate and reconcile AUM and flow data across strategies, vehicles and regions for internal and external reporting.
- Build and maintain recurring and ad hoc analytics — dashboards, trend analysis, and management information — covering flows, revenue and business performance by strategy, channel and geography.
- Partner across Operations and Technology to ensure AUM data is consistent, accurate and fit for purpose across systems.
- Leverage AI to streamline processes, automate repetitive tasks, and improve accuracy in reporting.
- Present findings and analysis directly to Finance leadership and to the Head of AUM Reporting, translating complex, data-rich material into clear, decision-ready insight.
- Look to continuously improve the firm’s AUM data infrastructure, driving automation to reduce manual reconciliation and strengthen controls.
- Support board materials, earnings packs and regulatory submissions with accurate, well-documented AUM figures.
- Identify trends, outliers and opportunities within AUM and flow data that inform business strategy and competitive positioning.
- Work quickly and accurately with a systematic approach, maintaining strong data governance and control standards throughout.
You’ll need to have:
- At least 3 years of experience in business analytics, data/reporting, or a related quantitative role, ideally within financial services or asset management.
- Advanced SQL skills, with hands-on experience querying and manipulating large, complex datasets.
- Proficiency with BI/visualization tools such as Power BI or Tableau, along with advanced Excel skills.
- Strong business and analytical acumen — the ability to translate raw data into a clear, compelling narrative.
- Confidence and polish presenting to senior management and C-suite stakeholders.
- A database-oriented, detail-driven approach to reporting, reconciliation and process improvement.
- A bachelor’s degree in a business, finance, or related field.
- Familiarity with Python or other automation/scripting tools is a plus.
What we offer
We strive to enhance the total health and well-being of our employees through comprehensive, competitive benefits. Our goal is to offer a highly individualized employee experience that enables you to balance your commitments to career, family, and community. When you work for Lazard, you are working for an organization that cares about your unique talents and passions, and will continue to invest in the development of your career.
We expect the base salary range for this role to be approximately $110,000 -130,000 USD. Various factors contribute to determining the actual base compensation offered, including but not limited to the applicant’s years of relevant experience, career tenure, qualifications, level of education attained, certifications or other professional licenses held, relevant skills for the role. Base salary is one component of Lazard Asset Management’s compensation package, which also includes comprehensive benefits and may include incentive compensation.
Message from Allocator Jobs: To help prepare you for this role, take a look at the Institutional Allocator (IA) program from our partnership organization, the Allocator Training Institute. The IA program curriculum gives you a solid foundation of investing from the allocator’s perspective. You’ll learn how to evaluate investment managers, create an ‘endowment-model’ multi-asset class portfolio, and the quantitative tools necessary to succeed in the role. The three-part program can be completed in less than one year and exams are available every quarter-end month. This is the program that will help you start and then accelerate your allocator career. Reach out if you have any questions.
