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Neuberger Berman · 3 days ago

Investment Operational Due Diligence Analyst

New York, NY

Full-time

Onsite

Entry Level

$85K/yr - $95K/yr

1+ years exp

Neuberger Berman is a private, independent investment manager founded in 1939. The Investment Operational Due Diligence Analyst will oversee the Alternatives Operational Due Diligence program, conducting reviews on investments with third-party fund managers and assessing operational risks.

BankingBusiness DevelopmentFinanceFinancial Services

Culture & Values

No H1B

Responsibilities

Maintain ownership of the full ODD review lifecycle for both existing and prospective investments

Gather and analyze information from fund managers and specialty lenders during the investment decision-making process via meetings held with senior members of the firm’s non-investment team (e.g. COO, CFO, GC/CCO, CTO)

Identify key areas of operational risk and ensure that the appropriate mitigating controls have been implemented

Communicate due diligence findings to the Investment Team and other decision makers at the firm as necessary

Document and track the operational due diligence review process via the maintenance of a proprietary ODD memo

Build out and manage proprietary data set used in ODD analysis and monitoring process

Conduct ongoing service provider due diligence

Stay abreast of industry best practices and key events across several areas (e.g. regulatory, technology/systems, trading) while maintaining ownership of projects focused on the analysis of key risks within the portfolios

Communicate with clients on an as-needed basis

Engage in ad hoc operational projects to support the broader Alternatives platform

Qualification

Operational Due DiligenceFund AccountingPrivate Equity KnowledgeMicrosoft OfficeTableauCFA CertificationMulti-taskingOral CommunicationAttention to Detail

Required

Minimum 1-2 years of experience required; traditional audit/tax, advisory, or operational due diligence experience strongly preferred but comparable fund accounting, trading, fund administration, or hedge/PE fund operations experience will be considered

Familiarity with private equity, venture capital, private credit, and various hedge fund strategies (e.g. distressed credit, global macro, systematic)

Superior oral communication skills; Candidates must be comfortable participating in meetings with C-level professionals and engaging with investors. In addition, written skills are essential to maintaining internal documentation which may be made available for client consumption

Strong attention to detail; Must be able to consume and triangulate information and data from multiple sources and ultimately reconcile any conflicts

Must be able to independently formulate, and confidently support, opinions

Ability to support ongoing reviews and take the lead on ad hoc projects while maintaining accountability and ensuring that internal deadlines are met; Must be able to multi-task and prioritize multiple projects in an efficient manner

Proficient in Microsoft Office