VP - Intermediary Private Markets Investor Relations

Job Description:

This newly created VP Investor Relations Manager position will play a pivotal role in supporting the Firms growth in the Intermediary and evergreen fund space while also ensuring seamless interactions with individual investors. This role emphasizes investorlevel engagement operational excellence process improvement and collaboration with internal and external stakeholders. The position is responsible for direct investor interactions including onboarding account maintenance and client communication as well as working with intermediaries and thirdparty service providers to streamline processes and enhance the investor experience.

The Investor Relations team is dedicated to delivering a bestinclass investor experience across evergreen open and closedend private market funds with a focus on both institutional and private wealth investors as well as intermediaries.

This position will also focus on streamlining processes ensuring alignment between internal teams (Investor Relations Sales and Operations) and overseeing key initiatives to enhance the intermediary experience.

Responsibilities:

InvestorLevel Interactions:

• Act as a direct point of contact forinstitutional and private wealth investors addressing inquiries related to onboarding account maintenance reregistrations and other investorlevel services.

• Support investors through theonboarding process ensuring accurate completion of subscription documents collection of proper documentation and adherence to deadlines.

• Collaborate closely withdistribution agents consultants and investorsto ensure a seamless experience across fund lifecycles providing personalized support and guidance.

• Manage existing investor accounts ensuring accurate maintenance of client records processing reregistrations and facilitating the distribution of client communications.

Intermediary and Platform Collaboration:

• Partner withintermediaries including Charles Schwab Fidelity and Pershing to facilitate onboarding and subscription processes while ensuring alignment with platform requirements.

Operational Excellence and Reporting:

• Manage group mailboxes used for communication with internal teams and external investors ensuring prompt and professional responses to inquiries.

• Produce and deliver key metrics summaries and updates for senior management including statistics on onboarding efficiency intermediary relationships and product launches.

• Define and establish departmental procedures to optimize investor servicing and ensure consistency across touchpoints.

• Drive continual improvement throughprocess enhancementsandautomation including assisting with UAT testing for ongoing project work.

Collaboration and Fund Oversight:

• Assist in managing relationships withfund administrators focusing on investor services data integrations and creating workflows to support fund structures and distribution partnerships.

• Understand the Firmsprivate fund offeringsand provide detailed explanations to investors ensuring superior client service and tailored communication.

• Supportspecial projectsrelated to investor services operational improvements and new fund launches.

• Collaborate with sales teams to supportkey intermediary relationshipsthroughout the fund lifecycle including subscription platform setup onboarding calls and ongoing relationship management.

• Oversee the launch and maintenance of products across various subscription platforms ensuring accurate and timely .

Qualifications:

• Bachelors degree in Business Administration Finance or equivalent

• Minimum of 8 years of financial services experience with direct investor engagement

• Prior experience managing a client service team and working with intermediaries is preferable

• Strong knowledge of private markets including both open and closedend funds

• Experience with intermediary platforms such as Charles Schwab Fidelity and/or Pershing is a plus

• Experience working with tools like FrontInvest or eFront Invest is a strong advantage

• Proven ability to manage relationships with key financial partners and investors in a professional manner

• Excellent communication and organizational skills with the ability to handle multiple priorities and deadlines

• Strong knowledge of Excel and PowerPoint ability to produce metrics summaries and reports

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Compensation Details

The salary range for this role is $120000$150000. 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 the job posting location. An employees 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 business sector performance shift travel requirements sales or revenuebased metrics market benchmarking data any collective bargaining agreements and business or organizational needs. This job is also eligible for a discretionary bonus which along with base salary and retirement contributions is part of our total comprehensive package. 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 Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.

Neuberger Berman is an equal opportunity 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 .

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