Private Markets Marketing/Fundraising Analyst

Neuberger Berman; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Retirement plan

Paid time off

Life insurance

Annual bonus eligibility

Job summary

Neuberger Berman is seeking a junior Analyst to join the PIPCO Marketing/Fundraising Group, supporting non-investment activities across the fundraising lifecycle. You will work with investment, marketing, sales, legal, finance and operations to deliver materials, respond to RFPs, and manage follow-ups for both existing and prospective investors.

The role involves drafting documents, launching data rooms, coordinating fund closes, maintaining LP data, and providing tools to the sales team.

Qualifications

• Undergraduate degree from a top-tier institution.
• 1-2 years of relevant experience in private markets or investment banking.
• Strong multitasking, attention to detail, and communication skills.

Responsibilities

• Assist in managing fundraising processes across the PIPCO platform.
• Draft legal documents, launch datarooms, and create marketing materials.
• Coordinate with portfolio managers, sales, legal, finance, and operations.
• Track fundraising pipeline across distribution channels.
• Provide tools and content to support sales.
• Coordinate onsite client meetings and manage LP information.

Skills

Team player

Strong organizational skills

Excellent communication

Excel

PowerPoint

Education

Bachelors degree

Tools

Excel

PowerPoint

CRM software

Job description

Business Overview:Neuberger is an employee-owned global investment management firm with $613 billion in assets under management. The private equity group of the firm, Neuberger Private Markets, is a leading and growing investor in private markets, managing over $170 billion of client commitments since inception. The Private Investment Portfolios and Co-Investment (“PIPCO”) platform within Neuberger 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 Neuberger 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 processesWork as a generalist, supporting product specialists within the PIPCO Marketing/ Fundraising GroupManage capital formation activities, such as drafting legal documents, launching datarooms and creating marketing materialsLiaise 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 ad-hoc client/prospect inquiriesTrack fundraising pipeline and activity across distribution channelsUpdate fund marketing materials and other ongoing prospect communicationsProvide sales with tools that they need, such as content, customized materials and product educationWork closely with investment teams to provide communication and updates internally and externally during fundraising processesPerform quantitative analyses and research, including management of various data files used by the broader private markets marketing teamsServe as a resource for the broader Neuberger sales teams for PIPCO-related mattersHandle logistics related to fund closes including coordination with sales, legal, subscription and clientsOrganize and coordinate onsite meetings for clientsMaintain up-to-date product information across various third-party databases used by the teamManage internal PIPCO platform dataTrack and maintain underlying LP information, such as commitment amounts and program statusTrack investment activity, deal flow and performance across individual strategies and aggregate platformHelp manage public exposure for platform through our annual meeting, industry conferences, databases and seminarsExperience & Skills Qualifications:Undergraduate degree from top tier institution, with excellent academic credentials1-2 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 effectivelyStrong organizational skills and ability to multi-taskRemarkable attention to detailStrong judgment, maturity and critical thinking skillsExcellent communication, ability to articulate and present ideas effectively both orally and in written formInitiative and creativity in approach to problem solving and to be resourcefulExhibits strong dedication to the job and takes ownership of deliverablesAbility to move quickly up the learning curveSignificant experience in Excel and PowerPoint preferredApplicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.Compensation DetailsThe salary range for this role is $100,000-$120,000. 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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, 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 is an equal opportunity 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. 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