Job Opportunity
Analyst – Marketing / Fundraising, Private Markets
Neuberger Berman | New York, NY
Job Summary
Work closely with the investment, marketing, sales, legal, finance and operations teams to meet the needs of existing and prospective investors. Undergraduate degree from top tier institution, with excellent academic credentials. 1+ years of relevant professional experience, ideally private markets or investment banking focused.
Details
Business Overview
Neuberger Berman is an employee-owned global investment management firm with $509 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 $125 billion of client commitments since inception. The Private Investment Portfolios and Co-Investment (“PIPCO”) platform within NB Private Markets oversees 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 PIPCO Marketing/Fundraising Group within NB Private Markets is focused on developing and implementing the fundraising strategy for the overall PIPCO platform and individual fund offerings. The group plays a key role across the full lifecycle of the PIPCO funds—including commingled vehicles and custom mandates—from formation to fundraising to managing communications with existing investors.
Position Overview
The team is seeking a junior team member (Analyst level) dedicated to the PIPCO team to help manage non-investment activities for the platform. The individual will work closely with the investment, marketing, sales, legal, finance and operations teams to meet the needs of existing and prospective investors.
The individual will have a wide scope of responsibilities as outlined below and will begin as a generalist, working across the entire suite of PIPCO products, with the opportunity to specialize as their career progresses.
Primary Responsibilities:
Assist in managing fundraising processes
* Work as a generalist, supporting product specialists within the PIPCO Marketing / Fundraising Group
* Manage capital formation activities, such as drafting legal documents, launching datarooms and creating marketing materials
* Liaise with the 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 ad-hoc client/prospect inquiries
* Track fundraising pipeline and activity across distribution channels
* Update fund marketing materials and other ongoing prospect communications
* Provide sales with tools that they need, such as content, customized materials and product education
* Work closely with the investment teams to provide communication and updates internally and externally during fundraising processes
* Perform quantitative analyses and research, including management of various data files used by the broader private markets marketing teams
* Serve as a resource for the broader Neuberger Berman sales teams for PIPCO-related matters
* Handle logistics related to fund closes including coordination with sales, legal, subscription and clients
* Organize and coordinate onsite meetings for the clients
* Maintain up-to-date product information across various third-party databases used by the team
Manage internal PIPCO platform data
* Track and maintain underlying LP information, such as commitment amounts and program status
* Track investment activity, deal flow and performance across individual strategies and aggregate platform
* Help manage public exposure for platform through our annual meeting, industry conferences, databases and seminars
Experience & Skills Qualifications:
* Undergraduate degree from top tier institution, with excellent academic credentials
* 1-2 years of relevant professional experience (ideally private markets or investment banking focused)
* Must exhibit a “team-player” attitude and a desire to work on a wide range of projects and manage them effectively
* Strong organizational skills and ability to multitask
* Remarkable attention to detail
* Strong judgment, maturity and critical thinking skills
* Initiative and creativity in approach to problem solving and to be resourceful
* Exhibits strong dedication to the job and takes ownership of deliverables
* Ability to move quickly up the learning curve
* Significant experience in Excel and PowerPoint preferred
* Excellent communication, ability to articulate and present ideas effectively both orally and in written form
Click here for details on this job
- Job Reference #: R0008301
- Compensation: $ 120,000
- Min Education: BA/BS
- Min Experience: 1 years