Program Analyst - Private Markets Investment Monitoring

Neuberger Berman•New York, NY

About The Position

Neuberger is an employee-owned global investment management firm with over $600 billion in assets under management. Neuberger Private Markets has managed over $200 billion in client commitments since inception. Within the Private Investment Portfolios & Co-Investment (PIPCO) business, the Investment Monitoring team monitors post-investment activity for primary fund investments and co-investments across the PIPCO platform. The Program Analyst helps monitor material events and headline news, prepare quarterly investment summaries, analyze performance and valuation movements, and develop AI-enabled tools and automated workflows to improve monitoring. The role partners with investment, program management, Operational Due Diligence, Sustainable Investing, data strategy, reporting, marketing, and finance teams to monitor, track, and manage portfolio risk.

Requirements

Bachelor’s degree in business, finance, accounting, data analytics, economics, or a related field.
0–2 years of work experience.
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.
Authorization and the right to work in the country where the role is located without current or future sponsorship.

Nice To Haves

Work experience in transaction advisory, accounting and financial services, valuation, or banking.
Familiarity with additional tools or systems; the posting's qualification text ends after “familiarity” and does not specify further.

Responsibilities

Monitor material events and headline news across the portfolio and work with internal and external parties to assess the potential impact of events.
Prepare quarterly investment summaries on primary fund investments and co-investments.
Analyze key performance data, track valuation movements and underperformance triggers, and deliver portfolio analysis and insights to the 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 their integration with internal data platforms.
Complete ad hoc projects as needed.