Analyst, Private Markets Client Reporting
About The Position
Position Overview: The Private Markets Client Reporting Analyst is a member of Neuberger Berman’s Private Markets Group and is responsible for assisting in the execution and accuracy of Investment Reports and performance returns for private markets clients and internal consumption. This position provides direct support to NB’s Private Markets teams, and will work closely with investment professionals, finance, marketing, legal & compliance, technology associates, and fund administrators. The Analyst is responsible for understanding each client’s unique needs and must have the ability to portray and analyze information in reports to meet those needs. Accuracy and timeliness are of utmost importance.
Requirements
- Bachelor's degree (Finance background)
- 3 - 4 years of post-graduate experience
- Advanced Microsoft Excel and PowerPoint skills required; experience with data analysis preferred
- Strong problem-solving, analytical, and technical aptitude
- Keen eye for detail and the ability to manage multiple complex tasks
- Excellent written, oral, and interpersonal communication skills
- Strong organizational skills with the ability to prioritize work within a dynamic, deadline-driven environment
- Desire to work in a team-oriented environment
- 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.
Nice To Haves
- Preferred experience in alternatives, private equity, and/or Big 4 accounting firms
Responsibilities
- Coordinate and produce client reports and communications for custom accounts and commingled funds
- Coordinate the production process and troubleshoot client and internal reports
- Review data integrity of reports
- Utilize multiple sources to verify portfolio details
- Day-to-day liaising with Investment teams, Finance, IT, Operations, and Legal
- Collaborate with IT on technology initiatives and automation projects to enhance portfolio monitoring, analysis and reporting
- Liaise with the portfolio management team on managing and executing ad-hoc projects
Benefits
- paid time off
- medical/dental/vision insurance
- retirement
- life insurance
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
