Private Markets Marketing/Fundraising Analyst

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 processes

Work as a generalist, supporting product specialists within the PIPCO Marketing/ Fundraising Group

Manage capital formation activities, such as drafting legal documents, launching datarooms and creating marketing materials

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 ad-hoc client/prospect inquiries

Track fundraising pipeline and activity across distribution channels

Update fund marketing materials and other ongoing prospect communications

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

Work closely with investment teams to provide communication and updates internally and externally during fundraising processes

Perform quantitative analyses and research, including management of various data files used by the broader private markets marketing teams

Serve as a resource for the broader Neuberger sales teams for PIPCO-related matters

Handle logistics related to fund closes including coordination with sales, legal, subscription and clients

Organize and coordinate onsite meetings for clients

Maintain up-to-date product information across various third-party databases used by the team

Manage internal PIPCO platform data

Track and maintain underlying LP information, such as commitment amounts and program status

Track investment activity, deal flow and performance across individual strategies and aggregate platform

Help manage public exposure for platform through our annual meeting, industry conferences, databases and seminars

Experience & Skills Qualifications:

Undergraduate degree from top tier institution, with excellent academic credentials

1-2 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 effectively

Strong organizational skills and ability to multi-task

Remarkable attention to detail

Strong judgment, maturity and critical thinking skills

Excellent communication, 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

Significant experience in Excel and PowerPoint preferred