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The Robert Toigo Foundation

Specialty Finance Product Specialist – Vice President

Neuberger Berman
Published
October 25, 2024
Location
Redwood, CA
Category
Job Type
Salary
$160,000-$200,000
City
Redwood
State
  • California

Description

Summary:

Neuberger Berman is an employee-owned global investment management firm with $481 billion in assets under management. The private equity group of the firm, NB Private Markets, is a leading and growing investor in private markets, managing over $115 billion of client commitments since inception. Within this business, is NB Specialty Finance (“NBSF”), a leading strategy that lends within the asset-based finance markets. Both NBSF and the overall business it sits within are experiencing rapid growth and expected to be a key growth focus of NB Private Markets.

 

The team is seeking a Vice President team member dedicated to NBSF to act as a fund specialist, managing and coordinating all prospect / client-related matters and other non-investment needs. A successful candidate will need to have an entrepreneurial spirit with the ability to think creatively. This role requires the ability to thrive in a fast-paced environment and handle a high volume of ad hoc requests. Flexibility and quick response times are essential to meet the dynamic needs of the organization. The individual will be a member of the fundraising / marketing team within NB Private Markets and have a wide scope of responsibilities as outlined below.

 

Key Responsibilities:

  • Develop deep understanding of specialty finance and asset-based lending
  • Serve as a resource for broader sales teams and provide them with tools, content, customized materials, and education
  • Oversee and implement fundraising efforts with investment and sales teams including capital formation activities such as launching data rooms and creating marketing materials
  • Assist with project management during fundraises, including due diligence questionnaires and data room monitoring
  • Provide frequent fundraising, portfolio, and pipeline updates to the global sales team
  • Create, update, and maintain all marketing materials, including presentations and informational documents
  • Respond to RFPs, manage prospect follow-ups, and answer client/prospect inquiries
  • Spearhead the creation of publications including white papers, blog posts, and podcasts
  • Liaise with investment, sales, legal, finance, operations, and compliance teams globally
  • Coordinate and sync marketing collateral, strategies, and fundraising activities across offices
  • Ability to be independent and resourceful to answers to questions

 

This position is for an immediate start, in the Redwood City, California office in the heart of Silicon Valley.

 

Qualifications:

  • At least 7 years of relevant professional experience within an asset management firm, investment bank, private equity firm, placement agent, and/or consulting firm
  • Familiarity with various alternative strategies (e.g. Private Equity, Private Credit, Venture Capital, Distressed Debt)
  • Superior Microsoft PowerPoint and Excel skills and experience
  • 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
  • Initiative and creativity in approach to problem solving and to be resourceful
  • Ability to move quickly up the learning curve
  • Remarkable attention to detail and strong organizational skills
  • Strong judgment, maturity and critical thinking skills
  • 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
  • Exhibits strong dedication to the job and takes ownership of deliverables
  • Intellectual curiosity and ability to learn fast
  • Interested in developing and managing relationships across all levels of the organization
  • Excellent academic credentials

To see the full job description and to apply - CLICK HERE also, let Toigo know of your interest at toigopro@toigofoundation.org

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