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Neuberger Berman · 2 days ago

Specialty Finance Fund Launch and Onboarding Project Manager

New York, NY

Full-time

Onsite

Senior Level

$130K/yr - $170K/yr

7+ years exp

Neuberger Berman is a financial services firm that focuses on managing investments and providing strategic offerings. The Fund Launch Project Manager will support the deal team in implementing new specialty finance products by collaborating with various internal teams and ensuring successful fund launches and deal support.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology)

Lead the implementation for specialty finance products, including private loans, whole loans, and related fund launches across internal teams and all external service providers

Participate in the review of complex fund structures to ensure the optimal support model is designed

Analyze the support model and manage the setups required for new types of deals

Develop and manage project plans, including establishing key milestones, identifying tasks and owners and documenting the areas of focus, risks, and appropriate timelines while ensuring successful execution and delivery

Create and maintain project documentation, workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing systems and capabilities across the Firm

Prepare management reports, track progress, and deliver presentations to senior management and key stakeholders, ensuring transparency and accountability throughout the onboarding lifecycle

Ensure accounts are opened in a timely manner, both internally and externally with service providers

Qualification

Specialty finance experienceFinancial services operationsProject managementMicrosoft Office proficiencyEffective communicationTeam playerDetail-orientedAdaptability