Specialty Finance Product Specialist - Senior Associate/Vice President

Company: CFA Institute
Location: San Francisco
Posted on: March 29, 2025

Job Description:

Summary:Neuberger Berman is an employee-owned global investment management firm with $481 billion in assets under management. The private equity group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $115 billion of client commitments since inception. Within this business, is NB Specialty Finance ("NBSF"), a leading strategy that lends within the asset-based finance markets. Both NBSF and the overall business it sits within are experiencing rapid growth and expected to be a key growth focus of NB Private Markets.The team is seeking a Senior Associate or Vice President team member dedicated to NBSF to act as a fund specialist, managing and coordinating all prospect/client-related matters and other non-investment needs. A successful candidate will need to have an entrepreneurial spirit with the ability to think creatively. This role requires the ability to thrive in a fast-paced environment and handle a high volume of ad hoc requests. Flexibility and quick response times are essential to meet the dynamic needs of the organization. The individual will be a member of the fundraising/marketing team within NB Private Markets and have a wide scope of responsibilities as outlined below.Key Responsibilities:

• Develop deep understanding of specialty finance and asset-based lending
• Serve as a resource for broader sales teams and provide them with tools, content, customized materials, and education
• Oversee and implement fundraising efforts with investment and sales teams including capital formation activities such as launching data rooms and creating marketing materials
• Assist with project management during fundraises, including due diligence questionnaires and data room monitoring
• Provide frequent fundraising, portfolio, and pipeline updates to the global sales team
• Create, update, and maintain all marketing materials, including presentations and informational documents
• Respond to RFPs, manage prospect follow-ups, and answer client/prospect inquiries
• Spearhead the creation of publications including white papers, blog posts, and podcasts
• Liaise with investment, sales, legal, finance, operations, and compliance teams globally
• Coordinate and sync marketing collateral, strategies, and fundraising activities across offices
• Ability to be independent and resourceful to answers to questionsThis position is for an immediate start, in the Redwood City, California office in the heart of Silicon Valley.Qualifications:
• At least 7 years of relevant professional experience within an asset management firm, investment bank, private equity firm, placement agent, and/or consulting firm
• Familiarity with various alternative strategies (e.g. Private Equity, Private Credit, Venture Capital, Distressed Debt)
• Superior Microsoft PowerPoint and Excel skills and experience
• Resourcefulness and proactiveness, ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively
• Initiative and creativity in approach to problem solving and to be resourceful
• Ability to move quickly up the learning curve
• Remarkable attention to detail and strong organizational skills
• Strong judgment, maturity and critical thinking skills
• Excellent communication; ability to articulate and present ideas effectively both orally and written form
• Interest in working in an entrepreneurial environment with the ability to take initiative and have creativity in approach to problem solving
• Exhibits strong dedication to the job and takes ownership of deliverables
• Intellectual curiosity and ability to learn fast
• Interested in developing and managing relationships across all levels of the organization
• Excellent academic credentialsCompensation Details:The salary range for this role is $160,000-$200,000. 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, 401(k), 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.Neuberger Berman is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.
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Keywords: CFA Institute, San Francisco , Specialty Finance Product Specialist - Senior Associate/Vice President, Accounting, Auditing , San Francisco, California