Private Markets Fundraising/Marketing Analyst/Associate

Neuberger Berman is a global investment management firm managing $515 billion in assets. They are seeking an Analyst/Associate for their Secondary Fundraising/Marketing team to assist in managing fundraising processes and communications with investors, collaborating with various internal teams to support capital formation activities.

Responsibilities

• Assist in managing fundraising processes
• 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 fundraising activity across distribution channels
• Manage capital formation activities, such as drafting legal documents, launching datarooms and creating marketing materials
• Update fund marketing materials and other ongoing prospect communications
• Provide sales with tools that they need, such as content, customized materials and education of the product
• Work closely with investment teams to provide communication and updates internally and externally during fundraising processes
• Perform quantitative analyses, benchmarking, and research
• Serve as a resource for the broader Neuberger Berman sales teams for Secondary related matters
• Handle logistics related to closings including coordination with sales, legal, subscription and clients
• Organize and coordinate onsite meetings for clients
• Manage Secondary platform data
• Track and maintain LP commitment data
• Track investment activity and performance across products
• Help manage public exposure through our annual meeting, industry conferences, databases and seminars

Skills

• At least 1-2 years of relevant professional experience (i.e., experience with investment banking, secondary firm, placement agent or consulting)
• Undergraduate degree in economics or finance
• Excellent academic credentials
• Ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively
• Strong organizational skills
• Remarkable attention to detail
• Strong judgment, maturity and critical thinking skills
• Excellent communication, and ability to articulate and present ideas effectively both orally and in written form
• 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

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits

Company Overview