Principal

Neuberger Berman•New York, NY

1d•$300,000 - $300,000•Hybrid

About The Position

Manage marketing and fundraising for products on the alternative investment platform as well as investment planning and portfolio construction for customized private equity investment programs with Japanese investors, including assisting with the production and presentation of materials, organizing and coordinating onsite meetings for Japanese clients. Liaise with senior investment team members and Japanese sales force, legal, finance, and operations teams to deliver materials and prepare responses to Requests for Proposal and other prospect/client inquiries. Work closely with investment teams to provide communication and updates internally and externally during fundraising processes. Spearhead fundraising and customize investment solutions specifically for Japanese clients. Lead communication with Japanese investors such as financial institutions and pension funds on a daily basis to conduct various client services. Build deep understanding of private equity strategies, including Primary fund investments, Equity Co-Investments, Secondaries, Private Credit and a number of other Specialty Strategies in serving as a product specialist for the Japanese sales team. Strategically plan business development initiatives. Mentor junior team members.

Requirements

Must have a Bachelor’s degree or foreign equivalent in any field plus six (6) years of experience working with Japanese financial institutions or investors in the investment banking or private equity industry in the position offered, as a Financial Investment Analyst, or a related position.
Must have six (6) years of experience conducting financial modeling and cash flow analyses based on stochastic and deterministic cash flow models by utilizing Microsoft Excel.
Must also possess three (3) years of experience with all of the following: Marketing and fundraising from institutional investors, including Japanese investors for private equity Products; Conducting private equity portfolio construction from both top-down and bottom-up approaches; Conducting review of private equity fund legal documents and fund Financial Statements and Capital Account Statements; and Performing legal side letter negotiations to meet investment guideline requested by each investor.
Must have the ability to read, write and speak fluent Japanese.

Responsibilities

Manage marketing and fundraising for products on the alternative investment platform
Investment planning and portfolio construction for customized private equity investment programs with Japanese investors
Assist with the production and presentation of materials
Organize and coordinate onsite meetings for Japanese clients
Liaise with senior investment team members and Japanese sales force, legal, finance, and operations teams to deliver materials and prepare responses to Requests for Proposal and other prospect/client inquiries
Work closely with investment teams to provide communication and updates internally and externally during fundraising processes
Spearhead fundraising and customize investment solutions specifically for Japanese clients
Lead communication with Japanese investors such as financial institutions and pension funds on a daily basis to conduct various client services
Build deep understanding of private equity strategies
Strategically plan business development initiatives
Mentor junior team members