Private Markets Fundraising Analyst/Associate

Summary:

Neuberger Berman is an employee-owned global investment management firm with $436 billion in assets under management. The private equity group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $115 billion of client commitments since inception. The Private Investment Portfolios and Co-Investment (“PIPCO”) group within NB Private Markets oversee all commingled funds and custom portfolios consisting of a combination of primaries, co-investments, and/or secondaries, as well as primary-only and co-investment-only programs. The diverse suite of products includes a variety of strategies, ranging from highly diversified portfolios to those focused on a particular asset class (i.e., buyout, venture, and/or infrastructure), certain geographies, emerging managers, impact investments, or other customizations as requested by clients.

The Client Solutions Group within NB Private Markets is focused on developing and implementing the fundraising strategy for the overall PIPCO group and individual fund offerings. The group plays a key role across the full lifecycle of the PIPCO funds’ from formation to fundraising to managing communications with investors.

The team is seeking a junior team member (analyst or associate) dedicated to the PIPCO team to help manage non-investment activities for the team. The individual will work closely with the investment, marketing, sales, legal, finance and operations teams to meet the needs of investors and prospects.

The individual will have a wide scope of responsibilities as outlined below and begin as a generalist, working across the entire suite of PIPCO products, with the opportunity to specialize as their career progresses.

Responsibilities:

Assist in managing fundraising processes

• Provide sales with tools that they need, such as content, customized materials and education of the product
• Organize and coordinate onsite meetings for clients
• Manage fundraising activity across distribution channels
• Work closely with investment teams to provide communication and updates internally and externally during fundraising processes
• Update fund marketing materials and other ongoing prospect communications
• Liaise with portfolio managers and sales force, legal, finance, and operations teams to deliver materials and respond to requests for proposals (“RfPs”), manage prospect follow-ups, as well as answer client/prospect inquiries
• Manage capital formation activities, such as drafting legal documents, launching datarooms and creating marketing materials
• Handle logistics related to closing including coordination with sales, legal, subscription and clients
• Serve as a resource for the broader Neuberger Berman sales teams for PIPCO related matters
• Perform quantitative analyses and research

Manage PIPCO platform data

• Track investment activity and performance across products
• Track and maintain LP commitment data

Help manage public exposure through our annual meeting, industry conferences, databases and seminars.

Qualifications:

• Strong organizational skills
• Undergraduate degree in economics or finance
• Ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively
• Exhibits strong dedication to the job and takes ownership of deliverables
• Remarkable attention to detail
• Initiative and creativity in approach to problem solving and to be resourceful
• At least 1-2 years of relevant professional experience for an analyst and 3-4 years for an associate (i.e., experience with investment banking, secondary firm, placement agent or consulting)
• Strong judgment, maturity and critical thinking skills
• Initiative and creativity in approach to problem solving
• Excellent communication, and ability to articulate and present ideas effectively both orally and in written form
• Ability to move quickly up the learning curve
• Excellent academic credentials

Compensation Details

The salary range for this role is $80,000-$130,000. 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 New York City. 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, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. 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/affirmative action 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 [email protected].