Analyst, Private Markets Client Reporting jobs in United States
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Neuberger Berman · 3 hours ago

Analyst, Private Markets Client Reporting

positionNew York, NY
timeFull-time
remoteOnsite
seniorityMid Level
money$100K/yr - $110K/yr
date3+ years exp

Neuberger Berman is a leading investment management firm, and they are seeking a Private Markets Client Reporting Analyst. The role involves assisting in the execution and accuracy of investment reports and performance returns for private markets clients, while collaborating closely with various internal teams.

BankingBusiness DevelopmentFinanceFinancial Services
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Culture & ValuesbadNo H1Bnote

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

Qualification

Data analysisAdvanced Microsoft ExcelPrivate equity experiencePowerPoint skillsProblem-solving skillsInterpersonal communicationOrganizational skillsTeam-oriented

Required

Bachelor's degree (Finance background)
3 - 4 years of post-graduate experience
Advanced Microsoft Excel and PowerPoint skills required
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

Preferred

Preferred experience in alternatives, private equity, and/or Big 4 accounting firms
Experience with data analysis preferred

Benefits

Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits

Company

Neuberger Berman

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Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
dateFounded in 1939
location
New York, New York, USA
people-size1001-5000 employees
web-link
http://www.nb.com

Funding

Current Stage
Public Company
Total Funding
$18.5M
2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO

Leadership Team

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George Walker
Chairman and CEO
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Brian Hahn
Managing Director, Senior Wealth Advisor
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