Investment Operational Due Diligence Analyst

Neuberger Berman is a private, independent investment manager with a global presence. They are seeking an Operational Due Diligence Analyst to oversee the Alternatives Operational Due Diligence program, conducting reviews on investments with third-party fund managers and assessing operational risks.ResponsibilitiesMaintain ownership of the full ODD review lifecycle for both existing and prospective investmentsGather and analyze information from fund managers and specialty lenders during the investment decision-making process via meetings held with senior members of the firm’s non-investment team (e.g. COO, CFO, GC/CCO, CTO)Identify key areas of operational risk and ensure that the appropriate mitigating controls have been implementedCommunicate due diligence findings to the Investment Team and other decision makers at the firm as necessaryDocument and track the operational due diligence review process via the maintenance of a proprietary ODD memoBuild out and manage proprietary data set used in ODD analysis and monitoring processConduct ongoing service provider due diligenceStay abreast of industry best practices and key events across several areas (e.g. regulatory, technology/systems, trading) while maintaining ownership of projects focused on the analysis of key risks within the portfoliosCommunicate with clients on an as-needed basisEngage in ad hoc operational projects to support the broader Alternatives platformSkillsMinimum 0-2 years of experience required; traditional audit/tax, advisory, or operational due diligence experience strongly preferred but comparable fund accounting, trading, fund administration, or hedge/PE fund operations experience will be consideredFamiliarity with private equity, venture capital, private credit, and various hedge fund strategies (e.g. distressed credit, global macro, systematic)Superior oral communication skills; Candidates must be comfortable participating in meetings with C-level professionals and engaging with investors. In addition, written skills are essential to maintaining internal documentation which may be made available for client consumptionStrong attention to detail; Must be able to consume and triangulate information and data from multiple sources and ultimately reconcile any conflictsMust be able to independently formulate, and confidently support, opinionsAbility to support ongoing reviews and take the lead on ad hoc projects while maintaining accountability and ensuring that internal deadlines are met; Must be able to multi-task and prioritize multiple projects in an efficient mannerProficient in Microsoft OfficeExperience with Tableau and / or PowerBI a plusCPA, CAIA or CFA a plusBenefitsPaid time offMedical/dental/vision insurance401(k)Life insuranceOther benefitsCompany OverviewNeuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions. It was founded in 1939, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is http://www.nb.com.



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