Fundraising and Marketing Associate, Specialty Finance

Reposted 24 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
120K-150K Annually
Mid level
Financial Services
The Role
The Associate will support fundraising and marketing efforts, collaborating with investment teams and the sales team, producing reports, and managing projects.
Summary Generated by Built In

Neuberger Specialty Finance is a rapidly growing group within Neuberger Alternatives with approximately $4.5 billion in AUM. The Neuberger Specialty Finance platform is focused on asset-based finance (“ABF”) opportunities that are backed by cashflow-producing financial or hard assets.

The Specialty Finance Fundraising and Marketing Associate will be part of and work closely with the 16-person Specialty Finance investment team in a fast-paced and entrepreneurial environment. The Fundraising and Marketing Associate will serve as a key point of contact between the investment team and the firm’s global sales team. The position provides an opportunity to be a part of a rapidly growing business with significant career momentum and growth. 

Responsibilities:

  • Develop deep understanding of the Specialty Finance platform to create and maintain marketing collateral across all Specialty Finance products and strategies

  • Produce regular investor reporting; create and manage a position-level database to facilitate such reporting

  • Assist with project management for ongoing fundraising efforts, including completing requests for proposals (“RFPs”), due diligence questionnaires, creating and maintaining data rooms and providing frequent fundraising, portfolio and pipeline updates to the global sales team

  • Liaise with investment teams, sales, legal, finance, operations, and compliance teams to:

    • address investor questions and requests, including cashflow modeling

    • manage the closing process for new and existing investors

    • draft legal documents with outside counsel

  • Join calls with investment team and prospects and spearhead any relevant follow-ups

  • Contribute to writing quarterly / annual and other market letters to Limited Partners

  • Take on ad hoc projects and support other investment team members with marketing-related projects as needed

Qualifications:

  • Excellent academic credentials with at least 3+ years of work experience; experience in credit preferred

  • Entrepreneurial inclination, strong work ethic with a willingness to “roll up their sleeves”

  • High intellectual curiosity to learn the asset class and business

  • Strong quantitative, marketing and visual presentation abilities

  • Flexibility to take on various projects and responsibilities as needed

  • Strong attention to detail and organizational skills

  • Initiative and creativity in approach to problem solving and process management

  • Excellent written and oral communication skills

  • Highly skilled at PowerPoint presentations and Excel; willing to learn internal systems and databases

  • Ability to multi-task and work in fast-paced and high-intensity environment

  • Team player with a collaborative attitude and a desire to contribute to the growth of the business

  • Ability to manage projects from beginning to end and meet critical deadlines

#LI-LN1

#LI-Onsite

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.

Compensation Details

The salary range for this role is $120,000-$150,000. 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 ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger Berman is an equal opportunity 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 [email protected].

Learn about the Applicant Privacy Notice.

Skills Required

  • 3+ years of work experience; experience in credit preferred
  • Excellent academic credentials
  • Strong quantitative, marketing and visual presentation abilities
  • Excellent written and oral communication skills
  • Highly skilled at PowerPoint presentations and Excel

Neuberger Berman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Neuberger Berman and has not been reviewed or approved by Neuberger Berman.

  • Retirement Support Employer-funded retirement contributions are widely highlighted as a standout perk that materially strengthens total rewards. Feedback suggests this benefit often offsets concerns about lower cash compensation.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage is characterized as solid and reliable. Feedback suggests health benefits are a stable pillar of the package.
  • Leave & Time Off Breadth PTO and paid leave are commonly viewed as supportive within the industry context. Feedback suggests time-off policies contribute meaningfully to perceived overall value.

Neuberger Berman Insights

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The Company
HQ: New York, NY
2,667 Employees
Year Founded: 1939

What We Do

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. For important disclosures: http://www.nb.com/linkedin

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