Senior Associate - Guideline Oversight

Responsibilities

• Oversee and monitor investment guidelines based on client or fund legal documents in collaboration with investment teams, legal and compliance, finance teams, and relevant NB Alternative support teams
• Conduct guideline oversight for each investment opportunity and perform post-investment review on a quarterly basis, utilizing financial statements
• Maintain and enhance guideline oversight template for ongoing monitoring, working closely with investment teams, legal, and other stakeholders
• Collaborate across the firm on projects to ensure successful implementation of guideline compliance procedures and improve process efficiency
• Assist in analyzing, developing, and implementing policies and procedures to ensure compliance with global regulations

Requirements

• Bachelor’s degree with strong academic credentials, and a minimum of 4-5 years of relevant work experience
• Demonstrated experience in private markets, such as private equity, investment management, asset management, or management consulting
• Understanding of investment products across asset classes
• High level of accountability with a strong sense of ownership and high attention to detail
• Intellectually curious self-starter with a strong aptitude for quantitative and qualitative analysis
• Superior analytical, thinking, presentation and communication (Oral and written) skills
• Proficiency in Microsoft Office, PowerPoint, and other data systems
• A collaborative team player who can manage multiple priorities and perform complex analysis under tight deadlines

Qualifications

High degree of professionalism, integrity, and maturity

Skills

• Deep technical understanding of investment products across asset classes, including private markets

Benefits

Comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees

Pay

The salary range for this role is $105,000-$130,000.

Schedule

Hybrid schedule available