Private Markets Marketing/Fundraising Analyst

Primary Responsibilities

• Aid in managing fundraising processes
• Work as a generalist, supporting product specialists within the PIPCO Marketing/Fundraising Group
• Manage capital formation activities, such as drafting legal documents, launching datarooms, and creating marketing materials
• Liaise with portfolio managers and sales force, legal, finance, and operations teams to deliver materials and respond to requests for proposals (“RfPs”), manage prospect follow-ups, and answer ad-hoc client/prospect inquiries
• Track fundraising pipeline and activity across distribution channels
• Update fund marketing materials and other ongoing prospect communications
• Provide sales with tools that they need, such as content, customized materials, and product education
• Work closely with investment teams to provide communication and updates internally and externally during fundraising processes
• Perform quantitative analyses and research, including management of various data files used by the broader private markets marketing teams
• Serve as a resource for the broader Neuberger sales teams for PIPCO-related matters
• Handle logistics related to fund closes including coordination with sales, legal, subscription, and clients
• Organize and coordinate onsite meetings for clients
• Manage internal PIPCO platform data
• Track and maintain underlying LP information, such as commitment amounts and program status
• Track investment activity, deal flow, and performance across individual strategies and aggregate platform
• Help manage public exposure for platform through our annual meeting, industry conferences, databases, and seminars

Qualifications

• Undergraduate degree from a top-tier institution, with excellent academic credentials
• 1-2 years of relevant professional experience (ideally Private Markets or Investment Banking focused)
• Must exhibit a “team-player” attitude and a desire to work on a wide range of projects and manage them effectively
• Strong organizational skills and ability to multi-task
• Remarkable attention to detail
• Strong judgment, maturity, and critical thinking skills
• Excellent communication, ability to articulate and present ideas effectively both orally and in written form
• Initiative and creativity in approach to problem solving and to be resourceful
• Exhibits strong dedication to the job and takes ownership of deliverables
• Ability to move quickly up the learning curve
• Significant experience in Excel and PowerPoint preferred