Private Markets Marketing/Fundraising Analyst
Neuberger · New York, NY
- On site
- Full-time
- $120,000 / year
- New York, NY
Job highlights
- Support private markets fundraising and investor relations.
- Draft legal documents and create marketing materials.
- Liaise with internal teams and external clients.
- Manage data, track pipeline, and analyze performance.
- Opportunity to specialize in a growing platform.
About the role
Private Markets Marketing/Fundraising Analyst
Neuberger Berman is a global investment management firm with $509 billion in assets under management. The private equity group, NB Private Markets, is a significant investor in private markets, managing over $125 billion. The PIPCO platform within NB Private Markets manages commingled funds and custom portfolios, including primaries, co-investments, and secondaries across various strategies like buyout, venture, infrastructure, and impact investments.
The PIPCO Marketing/Fundraising Group is responsible for developing and executing fundraising strategies for the PIPCO platform and individual fund offerings. This group is integral to the entire lifecycle of PIPCO funds, from formation and fundraising to ongoing investor communications.
Position Overview
The team is seeking a junior Analyst to support the PIPCO team with non-investment activities. This role involves close collaboration with investment, marketing, sales, legal, finance, and operations teams to meet investor needs. The Analyst will initially work as a generalist across all PIPCO products, with opportunities for specialization as their career progresses.
Primary Responsibilities
- Assist in managing fundraising processes.
- Support product specialists within the PIPCO Marketing/Fundraising Group as a generalist.
- Manage capital formation activities, including drafting legal documents, launching datarooms, and creating marketing materials.
- Liaise with portfolio managers, sales, legal, finance, and operations to deliver materials, respond to RFPs, manage prospect follow-ups, and address client inquiries.
- Track fundraising pipeline and activity across distribution channels.
- Update fund marketing materials and ongoing prospect communications.
- Provide sales teams with necessary tools, content, customized materials, and product education.
- Collaborate with investment teams on internal and external communications during fundraising.
- Perform quantitative analyses and research, managing data files for private markets marketing.
- Serve as a resource for Neuberger Berman sales teams on PIPCO matters.
- Handle logistics for fund closes, coordinating with sales, legal, subscription, and clients.
- Organize and coordinate onsite meetings for clients.
- Maintain up-to-date product information on third-party databases.
- Manage internal PIPCO platform data.
- Track and maintain underlying LP information, including commitments and program status.
- Track investment activity, deal flow, and performance across strategies and the aggregate platform.
- Help manage public exposure for the platform through annual meetings, industry conferences, databases, and seminars.
Experience & Skills Qualifications
- Undergraduate degree from a top-tier institution with excellent academic credentials.
- 1-2 years of relevant professional experience, ideally in Private Markets or Investment Banking.
- Must exhibit a team-player attitude and a desire to work on a wide range of projects effectively.
- Strong organizational skills and ability to multi-task.
- Remarkable attention to detail.
- Strong judgment, maturity, and critical thinking skills.
- Excellent communication skills, with the ability to articulate and present ideas effectively both orally and in writing.
- Initiative and creativity in problem-solving, with resourcefulness.
- Strong dedication to the job and ownership of deliverables.
- Ability to learn quickly.
- Significant experience in Excel and PowerPoint is preferred.
Neuberger Berman is unable to offer visa sponsorship. Applicants must be authorized to work in the United States without sponsorship.
Compensation Details
The salary range for this role is $100,000-$120,000. This range is specific to the job posting location and may be adjusted based on various factors including education, experience, skills, location, and performance. This role is eligible for a discretionary bonus, which, along with base salary and retirement contributions, forms a comprehensive total compensation package. Benefits include paid time off, medical/dental/vision insurance, 401(k), life insurance, and more.
Neuberger Berman is an equal opportunity employer and values diversity. The Firm does not discriminate based on race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status, protected veteran status, or any other protected characteristic.
Key skills/competency
- Private Markets Marketing
- Fundraising
- Investment Banking
- Financial Analysis
- Client Relations
- Sales Support
- Marketing Materials
- Data Management
- Excel
- PowerPoint
Skills & topics
- Private Markets
- Fundraising
- Marketing
- Analyst
- Investment Management
- Private Equity
- Financial Services
- Sales Support
- Client Relations
- Asset Management
How to get hired
- Tailor your resume: Highlight private markets or investment banking experience. Emphasize analytical, organizational, and communication skills.
- Craft a compelling cover letter: Showcase your understanding of Neuberger Berman's private markets group and your passion for fundraising.
- Prepare for interviews: Be ready to discuss your quantitative analysis skills, attention to detail, and teamwork capabilities.
- Demonstrate your fit: Articulate how your initiative, resourcefulness, and dedication align with the firm's values.
- Network strategically: If possible, connect with current employees on LinkedIn to gain insights into the firm culture and role.
Technical preparation
Behavioral questions
Frequently asked questions
- What are the key responsibilities for a Private Markets Marketing/Fundraising Analyst at Neuberger Berman?
- The Private Markets Marketing/Fundraising Analyst at Neuberger Berman will primarily assist in managing fundraising processes, creating marketing materials, liaising with various internal and external teams, tracking fundraising pipelines, and performing quantitative analyses. You'll be instrumental in supporting the PIPCO platform's growth and investor relations.
- What qualifications are essential for the Private Markets Marketing/Fundraising Analyst role at Neuberger Berman?
- Essential qualifications include an undergraduate degree from a top-tier institution, 1-2 years of relevant experience (ideally in Private Markets or Investment Banking), strong organizational and multitasking skills, meticulous attention to detail, and excellent communication abilities. Proficiency in Excel and PowerPoint is also highly preferred.
- Is visa sponsorship offered for the Private Markets Marketing/Fundraising Analyst position at Neuberger Berman?
- No, Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
- What is the typical career progression for a Private Markets Marketing/Fundraising Analyst at Neuberger Berman?
- This role begins as a generalist with broad exposure to the PIPCO platform. As your career progresses, there is a significant opportunity to specialize in specific areas within private markets marketing and fundraising, allowing for focused development and career growth within the firm.
- How does Neuberger Berman support the professional development of its Private Markets Marketing/Fundraising Analysts?
- Neuberger Berman fosters professional development through a hands-on approach, offering a wide range of projects and encouraging quick learning curves. The role provides direct exposure to various teams and functions, enabling analysts to build a strong foundation and identify areas for future specialization.
- What type of quantitative analysis is expected from a Private Markets Marketing/Fundraising Analyst at Neuberger Berman?
- The role involves performing quantitative analyses and research, including managing various data files used by the private markets marketing teams. This may include tracking investment activity, deal flow, performance, and LP information, contributing to strategic decision-making for fundraising efforts.
- How important is attention to detail for the Private Markets Marketing/Fundraising Analyst position?
- Attention to detail is critical for the Private Markets Marketing/Fundraising Analyst role. The responsibilities include managing complex data, drafting precise legal documents, and ensuring accuracy in all marketing and client communications, directly impacting the firm's reputation and fundraising success.