Private Markets Fundraising Analyst/Associate
Neuberger Berman, New York, NY, United States
Summary:
Neuberger Berman is an employee-owned global investment management firm with $474 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 Secondary Investment group within NB Private Markets consists of approximately $19 billion in assets under management. The Secondary team purchases seasoned private equity investments from investors desiring liquidity through both traditional secondary transactions as well as GP-led secondaries.
The Secondary Fundraising/Marketing team within NB Private Markets is focused on developing and implementing the fundraising strategy for the Secondary team. The group plays a key role across the full lifecycle of the Secondary funds from formation to fundraising to managing communications with investors.
The team is seeking a junior team member (analyst or associate) dedicated to the Secondary 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.
Responsibilities :
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Assist in managing fundraising processes
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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
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Manage fundraising activity across distribution channels
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Manage capital formation activities, such as drafting legal documents, launching datarooms and creating marketing materials
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Update fund marketing materials and other ongoing prospect communications
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Provide sales with tools that they need, such as content, customized materials and education of the product
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Work closely with investment teams to provide communication and updates internally and externally during fundraising processes
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Perform quantitative analyses and research
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Serve as a resource for the broader Neuberger Berman sales teams for Secondary related matters
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Handle logistics related to closing including coordination with sales, legal, subscription and clients
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Organize and coordinate onsite meetings for clients
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Manage Secondary platform data
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Track and maintain LP commitment data
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Track investment activity and performance across products
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Help manage public exposure through our annual meeting, industry conferences, databases and seminars
Qualifications:
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Undergraduate degree in economics or finance
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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)
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Excellent academic credentials
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Ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively
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Strong organizational skills
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Remarkable attention to detail
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Strong judgment, maturity and critical thinking skills
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Excellent communication, and ability to articulate and present ideas effectively both orally and in written form
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Initiative and creativity in approach to problem solving and to be resourceful
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Exhibits strong dedication to the job and takes ownership of deliverables
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Initiative and creativity in approach to problem solving
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Ability to move quickly up the learning curve
Compensation Details
The salary range for this role is $100,000-$140,000. 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 onlineaccommodations@nb.com .
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) .
Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $481 billion in client assets (as of June 30, 2024) across a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds—on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team—including 750-plus investment professionals and more than 2,800 employees in total—united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management” for last eight consecutive years (firms with 1,000+ employees).
Neuberger Berman believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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