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
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.