Crossover Equity Associate
About The Position
Neuberger Berman's Principal Strategies Group (PSG) is a $3.5 billion alternative investment platform that sits at the intersection of public and private markets. The group manages a differentiated suite of strategies, including a market neutral event-driven hedge fund strategy and a private market crossover equity strategy, offering investors exposure to compelling opportunities across the equity event spectrum. We are seeking a driven and analytically rigorous investment professional to focus on our crossover equity strategy. In this role, you will take an active part in evaluating and executing direct investment opportunities, with a focus on technology and healthcare companies. The ideal candidate brings 2 years of experience in a top-tier investment banking program followed by 2 years in private equity.
Requirements
- Must have excellent academic credentials (both undergraduate school and GPA)
- Must have 2 years of top-tier investment banking program experience AND 2 years of top-tier private equity experience
- Must be ranked near the top of investment banking class with exceptional quantitative skills
- Must have strong judgment, critical thinking and written skills; ability to articulate and present ideas effectively both orally and in written form
- Must show initiative and creativity in approach to problem solving; demonstrated experience in conducting research and interacting with others to develop solutions
- Must have ability to multi-task with a fine-tuned attention to detail
- Must have team-player attitude and a desire to work on a wide range of projects
- Demonstrated proficiency with Excel and PowerPoint and ability to integrate AI tools into the research and investment process
- Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.
Responsibilities
- Analyzing and conducting comprehensive due diligence on potential direct late-stage growth equity investment opportunities
- Performing in-depth analysis of companies and industries with an emphasis on technology and healthcare
- Review of deal terms, structure and legal documentation
- Assisting with the diligence and preparation of due diligence materials and investment committee memos
- Monitoring and reporting on firm’s existing investments through regular interaction with portfolio companies, attending quarterly and annual meetings of portfolio companies, reviewing quarterly financials, and performing portfolio analysis
- Staying current on industry trends and monitoring the competitive landscape for portfolio investments
- Communicating insights on trends and developments in the private portfolio to the portfolio management team
- Supporting fund marketing and existing client requests
- Conducting ad hoc special projects
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
501-1,000 employees
