Program Analyst - Private Markets Investment Monitoring

Neuberger Berman•New York, NY

3d•$90,000 - $100,000

About The Position

Neuberger is an employee-owned global investment management firm with over $600 billion in assets under management. Neuberger Private Markets manages over $200 billion in client commitments since inception. Within the Private Investment Portfolios & Co-Investment (PIPCO) business, the Investment Monitoring team monitors primary fund investments and co-investments across the platform. The team tracks material events and headline news, prepares quarterly investment summaries, analyzes performance and valuation movements, and develops AI-enabled tools to improve monitoring efficiency. The Program Analyst partners closely with investment, program management, Operational Due Diligence, Sustainable Investing, data strategy, reporting, marketing, and finance teams to monitor, track, and manage portfolio risk. The role also handles monitoring information requests and follow-ups and may contribute to ad-hoc projects. The position offers a salary range of $90,000–$100,000 and is eligible for a discretionary bonus. Eligible employees may receive paid time off, medical, dental and vision insurance, retirement benefits, life insurance, and other benefits. Applicants must be authorized to work in the country where the role is located without current or future sponsorship.

Requirements

Bachelor’s degree in business, finance, accounting, data analytics, economics, or a related field.
0–2 years of work experience; transaction advisory, accounting, financial, valuation, or banking experience is preferred.
Basic understanding of investment metrics and financial analysis.
Demonstrated use of generative AI tools to improve research, analysis, or workflow efficiency.
Ability to critically evaluate AI outputs and identify risks or inaccuracies.
High intellectual curiosity and willingness to learn the asset class and business.
Strong attention to detail, sound judgment, and critical thinking skills.
Excellent written and verbal communication skills, including the ability to articulate and present ideas effectively.
Ability to multitask and manage competing priorities.
Team player with a strong work ethic and positive attitude.
Proficiency in Microsoft Excel and PowerPoint; the posting also mentions familiarity but does not specify what with.
Authorization and right to work in the country where the role is located without the need for current or future sponsorship.

Nice To Haves

Experience in transaction advisory, accounting and financial, valuation, or banking.

Responsibilities

Monitor material events and headline news across the portfolio and work with internal and external parties to assess potential impact.
Prepare quarterly investment summaries for primary fund investments and co-investments.
Analyze key performance data, track valuation movements and underperformance triggers, and provide portfolio analysis and insights to Investment and Portfolio Management teams.
Serve as a point of contact for monitoring information requests and follow-ups.
Develop and maintain AI-enabled and automated monitoring workflows and support integration with internal data platforms.
Complete ad-hoc projects as needed.