Private Markets Marketing/Fundraising Analyst

Position Overview:

The team is seeking a junior team member (Analyst level) dedicated to the PIPCO team to help manage non-investment activities for the platform. The individual will work closely with the investment, marketing, sales, legal, finance and operations teams to meet the needs of existing and prospective investors. 

The individual will have a wide scope of responsibilities as outlined below and will begin as a generalist, working across the entire suite of PIPCO products, with the opportunity to specialize as their career progresses. 

Primary Responsibilities:

• Assist 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, as well as 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

  • Maintain up-to-date product information across various third-party databases used by the team

• 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

Experience & Skills Qualifications:

• Undergraduate degree from 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

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

Compensation Details

The salary range for this role is $100,000-$120,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.