Vice President/Principal

Neuberger Berman•New York, NY

14h•Hybrid

About The Position

This role is for a Vice President/Principal at Neuberger Berman Group LLC, located in New York, NY. The position involves a hybrid work schedule and plays a critical role in direct equity investment execution and portfolio management, overseeing the full investment lifecycle. Key responsibilities include leading deal sourcing and evaluation within specific sectors, developing and auditing financial models, leading due diligence processes, participating in transaction structuring and negotiation, preparing board materials, and contributing to capital formation and fundraising initiatives.

Requirements

Master’s degree or foreign equivalent in Finance or a related field plus five (5) years of experience in the position offered, as a Financial Analyst, or a related position. Employer will accept pre- or post-Master’s experience.
Alternatively, a Bachelor’s degree or foreign equivalent in Finance or a related field plus seven (7) years of experience in the position offered, as a Financial Analyst, or a related position.
Five (5) years (or seven [7] years with a Bachelor’s) of experience with all of the following: Developing and auditing complex financial models including DCF, LBO, Sum of the Parts, Merger, and various Comparables analyses.
Five (5) years (or seven [7] years with a Bachelor’s) of experience with all of the following: Executing M&A transactions including due diligence, valuation, negotiation and transaction documentation.
Five (5) years (or seven [7] years with a Bachelor’s) of experience with all of the following: Utilizing financial, data, and research analytical tools including Excel, PowerPoint, Capital IQ, and PitchBook.
Two (2) years of experience with all of the following: Structuring or analyzing licensing or intellectual property (IP)–based business models in consumer sectors.
Two (2) years of experience with all of the following: Performing analysis of brand equity and wholesale/retail unit economics in the consumer, retail, or licensed business sectors.
Two (2) years of experience with all of the following: Conducting cross-border investment analysis or managing international deal processes involving Europe, Asia, or other global markets.

Responsibilities

Play a critical role in direct equity investment execution and portfolio management to oversee the full investment lifecycle.
Lead deal sourcing and evaluation within the consumer, retail, franchising, and brand-driven sectors, including preliminary valuation, business model diligence, and identification of value-creation levers.
Develop and audit financial models to assess valuation, capital structure, return profiles, and sensitivity cases for platform acquisitions and add-on deals.
Lead and coordinate cross-functional due diligence processes.
Participate in transaction structuring, term sheet, SPA, license agreement negotiation, and capital stack design for equity and debt financings.
Prepare board materials and represent the firm in board meetings, capital market updates, and exit-related conversations.
Contribute to capital formation and fundraising initiatives.