Private Markets Fund Specialist

Business Overview:

Neuberger Berman is an employee-owned global investment management firm with $481 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. Within this business is the NB Private Markets Access Fund (“the Access Fund”), a vehicle that provides a core private equity solution through an evergreen structure. The Access Fund generally targets intermediaries, financial advisers, individuals, and also counts institutions in its client base. It is part of a larger business focused on evergreen fund solutions representing over $7 billion across 20 unique vehicles. Both the Access Fund, and the overall business it sits within, is experiencing rapid growth and expected to be a key growth focus of NB Private Markets. More information on the Access fund can be found here:  www.nb.com/pmaf.

                                

Position Overview:

The team is seeking a mid-level (Vice President) team member dedicated to the Access Fund to act as a fund specialist, managing and coordinating all prospect / client-related matters and other non-investment needs. Over time, this individual’s responsibilities may also expand to include other NB Private Markets’ strategies to intermediary client channels on a global basis, including evergreen vehicles, registered funds, and custom structures. The individual will be a member of the fundraising / marketing team within NB Private Markets and have a wide scope of responsibilities as outlined below.

Primary Responsibilities:

• Manage fundraising efforts in coordination with investment and sales teams

  • Create and maintain all marketing materials

  • Serve as a resource for the broader Neuberger Berman sales teams for Access Fund related matters

  • Liaise with various stakeholders including investment, sales, legal, finance and operations teams

  • Respond to requests for proposals (“RfPs”), manage prospect follow-ups, as well as answer client / prospect inquiries

  • Coordinate or potentially participate in meetings to alleviate burden on investment team and ensure follow-up materials are provided

  • Provide sales with tools that they need, such as content, customized materials and education materials

• Help execute brand building strategy

  • Manage all content for monthly fund updates, websites, LinkedIn Posts, and other communications related to raising brand awareness of the Fund

  • Assist in media approach and content development.

• Provide client solutions and positive client experience

  • Ensure “touchpoints” (white papers, market updates) are being presented to our clients ensuring the NB value-add

  • Identifying areas where we can be a resource to financial advisors and clients

• Work globally across offices and with team members to coordinate and sync marketing collateral, strategies, fundraising activities

This position is for an immediate start, in the NYC office.    

Experience & Skills Qualifications:

• At least 6 years of relevant professional experience, preferably within an asset management firm, investment bank, private equity firm, placement agent, and/or consulting firm. Experience and understanding of the intermediary channel, including the private wealth marketplace, products, and competitors also preferable.

• Understanding of, and passion for, all aspects of marketing, including strategic marketing planning, content, digital strategy, branding, paid search, and social media

• Exceptional project management skills, ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively

• Remarkable attention to detail and strong organizational skills

• Strong judgment, maturity and critical thinking skills

• Excellent communication, and ability to articulate and present ideas effectively 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

• Excellent academic credentials

Compensation Details

The salary range for this role is $200,000-$200,000. 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