Portfolio Company Data Operations Associate

Company: Neuberger Berman
Location: New York
Posted on: September 21, 2023

Job Description:

Information regarding Neuberger Berman's privacy policy is available under Important Links on http://www.nb.com . Portfolio Company Data Operations Associate page is loaded Portfolio Company Data Operations Associate Apply locations New York, NY time type Full time posted on Posted 3 Days Ago job requisition id R0007943 Summary:To drive the transformation of Portfolio Company information we are hiring a junior/mid level analyst responsible for the acquisition and monitoring of Portfolio Company data from our external GP's. This resource will be principally responsible for managing the acquisition and distribution of GP level information so that it can be consumed by downstream applications. The role will focus on integration and automation partnering with external GP's to ensure this information is acquire in a timely manner.The ideal candidate will have working knowledge of portfolio company data with background in data management and reconciliations. It will be critical to the success of the role that this person be able to partner with external and internal stakeholders at senior levels and maintain a collaborative relationship with offshore resources and NB Technology teams. Responsibilities:

• Operationalize the data acquisition process and ingestion process of portfolio company data lifecycle to support client reporting needs
• Oversight of the data acquisition and ingestion process of portfolio company data lifecycle and portfolio company data operations team, including:
  • Data acquisition process (e.g. General Partner / Sponsor outreach, data from standard reporting obtained from third party vendors)
  • Data ingestion and input process
  • Data validation and reconciliation
  • Provide operational supports to client reporting portal involving investment and portfolio company data
  • Assist in oversight of portfolio company data vendor relationships, including BAU onboarding of any existing or new vendor functionality to support the process
  • Partner with business groups (i.e. investment, finance, client coverage, data strategy) to improve data quality and processes.
  • Develop and own the data quality controls to ensure portfolio Company data completeness and accuracy.
  • Assist in the documentation of business requirements, as well as other supporting artifacts such as workflows and reporting mockups. Qualifications:
    • Undergraduate degree with excellent academic credentials in technology, business analytic, economics, business, finance, accounting or similar
    • 3 - 6 years of relevant professional experience (i.e., hands-on experience in managing data and analytics projects within Financial Services / Asset Management)
    • Familiarity with various alternative strategies (e.g. Private Equity, Private Credit, Venture Capital, Distressed Debt)
    • Working knowledge of PE finance, Reporting and Operations
    • Experience with data visualization tools e.g. Tableau (preferred)
    • Superior Microsoft PowerPoint, Visio and Excel skills and experience
    • Experience with portfolio monitoring tools, such as iLevel, Chronograph or similar software is a plus
    • Strong analytical, project management and technical skills; experience with SQL language for building queries and data manipulations a plus
    • Strong sense of professional pride and individual accountability
    • Ability to work independently and demonstrate critical thinking
    • Resourcefulness and proactiveness, ability to multi-task, team-player attitude and a desire to work on a wide range of projects and manage them effectively
    • Excellent communication; ability to articulate and present ideas effectively both orally and written form
    • Interest in working in an entrepreneurial environment with the ability to take initiative and have creativity in approach to problem solving
    • Strong at developing and managing relationships across all levels of the organizationCompensation DetailsThe salary range for this role is $110,000-$135,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in New York City. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, performance, shift, travel requirements, sales or revenue-based metrics, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, 401(k), life insurance and other benefits to eligible employees.Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.Neuberger Berman is an equal opportunity/affirmative action employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact onlineaccommodations@nb.com .Learn about the Applicant Privacy Notice . About Us Founded in 1939, Neuberger Berman is a private, independent, employee-owned investment manager. From offices in 39 cities worldwide, the firm manages $408 billion in client assets (as of September 30, 2022) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally. Tenured, stable and long-term in focus, the firm has built a diverse team-including 7 00-plus investment professionals and more than 2,600 employees in total- united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees). EQUITY, INCLUSION & DIVERSITYNeuberger Berman strongly embraces the principles of Equity, Inclusion and Diversity ("EID") - they are deeply engrained in our culture and are a fundamental part of our long-term business strategy. We firmly believe in fostering an environment, in which all of our people are respected and have an equitable opportunity to flourish and be their best selves. We believe having a diversity of perspectives strengthens our ability to deliver attractive outcomes for our clients and makes us a better organization.
      • Empowering is about our people having a voice and the ability and autonomy to contribute materially to the firm. As an employee-owned firm, we lean heavily on employee feedback and guidance, including through a series of surveys (e.g., our anonymous employee engagement survey and topic specific pulse surveys). We also provide many opportunities to contribute outside of the day-to-day, including through cross functional committees and firm-wide projects.
        • Developing is about our people having the resources, tools, and experiences to grow professionally and personally. As part of this, our colleagues and managers can leverage a broad array of offerings on our HCM Learning platform as part of a personalized career path plan that focuses intently on individual circumstances and objectives.
          • Supporting is about our people having the opportunity to be themselves, connect within NB and live a balanced life. Our Employee Resource Groups help to drive a greater sense of fellowship and build stronger connections across our firm. Through NB Wellness, NB Impacts (philanthropy) and Employee Investment Solutions (financial wellness), we take a holistic approach to ensure our colleagues have the resources they need to realize their personal goals.Our people and our culture are our greatest assets. We remain deeply committed to our EID values and to ensuring Neuberger Berman remains a best-in-class place to work. For important disclosures: http://www.nb.com/linkedin
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Keywords: Neuberger Berman, New York , Portfolio Company Data Operations Associate, Other , New York, New York