CASY-MSCCN Jobs

Within our Private Investment Portfolios & Co-Investment business, we manage both commingled and custom investment vehicles (or “Funds”), which are diversified across fund investments (primary and secondary basis) and direct investments. Each Fund has one or more Principal or Managing Director professional(s) on the investment team, who serve as the “Program Manager(s)” and are responsible for managing the day-to-day activities of the fund.

The Product Management function supports the Program Manager(s) in aspects of the Funds’ day-to-day activities, including the coordination of the investment execution process investment monitoring, cash management (as applicable) as well as internal and external communications via scheduled and/or reports, meetings and calls. This role will entail both wealth management focused funds as well as institutional focused funds.

Responsibilities covered by this role include, but are not limited to:

• Support of Program Managers in all aspects of the Funds’ management

• Coordination among all NB internal constituencies of the Fund, including the Private Markets Investment Team, Legal, Finance, Reporting, Operations, Investor Communications and Client Services and non-private markets Investment Teams (i.e. fixed income and multi-asset class teams)

• Working with Marketing to build customized proposals and collateral for new and existing vehicles

• Client support for new and existing vehicles

• Investment Tracking

• Support Program Managers in portfolio construction, monitoring and forecasting activities

• Tracking and forecasting of private markets portfolio (to determine capital needs and availability for new investments and/or distributions)

• Coordination of investment process for the Fund, including portfolio fit, client / board approvals as needed, other

• Review and assisting with ad hoc, quarterly and annual reporting, investor / board communications, annual and other ad hoc meetings

• Capital Management

• Tacking of inflows & outflows (subscriptions, withdrawals, dividends, etc.)

• Tracking of investment realizations vs. new investment activity

• Credit facility management (as applicable)

Requirements:

• Undergraduate degree in economics, business, finance, or similar;

• 1 - 3 years of relevant professional experience (i.e., finance, accounting, operations, investment banking, private equity);

• Excellent academic credentials;

• Resourcefulness, ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively;

• Strong project management and 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;

• Anticipation, initiative and creativity in approach to problem solving and to be resourceful;

• Exhibits strong dedication to the job and takes ownership of deliverables;

• Experience in ELTIF and Private Equity Evergreen structures will be a plus;

• Experience in deal execution and understanding of legal processes behind a transaction will be a plus;

• Prior experience or exposure to product development or product launch coordination will be a plus;

• Intellectual curiosity and ability to learn fast.

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 .

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Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $439 billion in client assets (as of September 30, 2023) 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 700-plus investment professionals and more than 2,700 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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