Senior Associate Financial Planning Analysis - Alternatives
Senior Associate Financial Planning Analysis - Alternatives
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$ 95000 - 130000
1 Vacancy
Job Description
Financial Planning & Analysis (FP&A) at Neuberger Berman plays a critical role in providing strategic financial partnership and decision support to key stakeholders including the firms senior leadership Operating Committee members investment team leadership and client coverage leadership. The team also supports the employee equity owners and external stakeholders such as ratings agencies and senior note investors.
We are seeking an experienced professional to join our Corporate (Management Company) FP&A team with a focus on providing FP&A support for our Alternatives businesses (Private Equity Private Credit and Real Estate). Responsibilities include but not limited to budgeting forecasting management reporting and analysis to support senior business leadership. Additionally the role will involve conducting profitability analyses for key business areas and new products; industry benchmarking of our alternatives business against similarly aligned peers; and analytics to support investment professional compensation structures.
Key Responsibilities:
Lead modeling efforts to forecast multiyear capital fundraising and management fee revenues
Model effective fee rates for new funds and investor commitments for management fee run rate revenue reporting
Support modeling initiatives around firmwide carried interest and performance fee projections
Support the alternatives business operating model and efficiency projects through scenario modeling expense reviews and industry benchmarking.
Provide support for formulaic compensation calculations for investment teams
Develop relationships with investment team lead and fund controllers to provide regular touchpoints on financial performance
Participate in firmwide budgeting forecasting reporting and analytics.
Provide ad hoc support for FP&A projects
Qualifications:
Bachelors degree in Finance Economics or a related business field
46 years of planning/financial modeling experience; experience with alternatives products / strategies preferred
Advanced proficiency in Microsoft Excel (including building financial models) and PowerPoint (including building stakeholderready presentation books) required
Strong communication skills (both written and verbal); ability to communicate clearly to senior management and other key stakeholders
Ability to work independently and as part of a team; a highly motivated selfstarter
Excellent planning organizational and time management skills
Strong ability to perform effectively under pressure and meet tight deadlines
Knowledge of general ledger and management reporting systems such as SAP or OneStream a plus
#LIHybrid
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Compensation Details
The salary range for this role is $95000$130000. 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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Required Experience:
Senior IC
Employment Type
Full-Time
