Oversee and monitor investment guidelines based on client or fund legal documents in collaboration with investment teams, legal and compliance, finance teams, and relevant NB Alternative support teams
Conduct guideline oversight for each investment opportunity and perform post-investment review on a quarterly basis, utilizing financial statements
Maintain and enhance guideline oversight template for ongoing monitoring, working closely with investment teams, legal, and other stakeholders
Collaborate across the firm on projects to ensure successful implementation of guideline compliance procedures and improve process efficiency
Assist in analyzing, developing, and implementing policies and procedures to ensure compliance with global regulations
Requirements
Bachelor's degree with strong academic credentials, and a minimum of 4-5 years of relevant work experience
Demonstrated experience in private markets, such as private equity, investment management, asset management, or management consulting
Understanding of investment products across asset classes
High level of accountability with a strong sense of ownership and high attention to detail
Intellectually curious self-starter with a strong aptitude for quantitative and qualitative analysis
High degree of professionalism, integrity, and maturity
Superior analytical, thinking, presentation and communication (Oral and written) skills
Proficiency in Microsoft Office, PowerPoint, and other data systems
A collaborative team player who can manage multiple priorities and perform complex analysis under tight deadlines
LI-Hybrid
LI-MB1
Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
The Asset Management Guideline Oversight (AMGO) group is a critical part of Neuberger's global Risk group. AMGO serves as an independent control group, ensuring that investment portfolios remain compliant with regulatory, prospectus, client, and internal guidelines. This role requires deep technical understanding of investment products across asset classes, including private markets.
The Neuberger Alternative business encompasses a range of strategies, including Private Equity (Primary, Secondary, and Co-Investments), Private Credit, Fund of Hedge funds, and other specialty alternatives. AMGO collaborates with NB Alternatives to oversee compliance and guideline monitoring across these private market strategies.
Nb · New York, NY