Neuberger Berman is a private, independent investment manager with a global presence. They are seeking an Operational Due Diligence Analyst to oversee the Alternatives Operational Due Diligence program, conducting reviews on investments with third-party fund managers and assessing operational risks.
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
Skills
- Minimum 0-2 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
- Experience with Tableau and / or PowerBI a plus
- CPA, CAIA or CFA a plus
Benefits
- Paid time off
- Medical/dental/vision insurance
- 401(k)
- Life insurance
- Other benefits
Company Overview
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.