About this role
Position Overview:
Neuberger is an employee-owned global investment management firm with over $600 billion in assets under management. Neuberger Private Markets is a leading and growing investor in private markets, managing over $200 billion of client commitments since inception.
Within the Private Investment Portfolios & Co-Investment (“PIPCO”) business, the Investment Monitoring team is responsible for post-investment monitoring of primary fund investments and co-investments across the PIPCO platform. Key responsibilities include monitoring material events and headline news, preparing quarterly investment summaries, analyzing key performance data and valuation movements, and building AI-enabled tools that make monitoring more efficient and better. The role requires close partnership with the investment team, program managers, Operational Due Diligence, Sustainable Investing, data strategy, reporting, marketing, and finance teams to monitor, track, and manage risk across the portfolio.
Primary Responsibilities:
- Monitor material events and headline news across the portfolio. When an event arises, work with internal and external parties to assess the potential impact
- Prepare quarterly investment summaries on primary fund investments and co-investments
- Analyze key performance data, track valuation movements and underperformance triggers, and deliver portfolio analysis and insights to the Investment and Portfolio Management teams
- Act as a point of contact on monitoring information requests and follow-ups
- Develop and maintain AI-enabled and automated monitoring workflows and support integration with internal data platforms
- Ad-hoc projects as needed
Experience & Skills Qualifications:
- Bachelor’s degree in business, finance, accounting, data analytics, economics, or a related field
- 0-2 years of work experience, preferably in transaction advisory / accounting and financial, valuation, or banking
- Basic understanding of investment metrics and financial analysis
- Demonstrated use of generative AI tools to improve research, analysis, or workflow efficiency
- Ability to critically evaluate AI outputs and identify risks or inaccuracies
- High intellectual curiosity to learn the asset class and business
- Strong attention to detail, sound judgement, and critical thinking skills
- Excellent written and verbal communication skills, with the ability to articulate and present ideas effectively
- Ability to multi-task and manage competing priorities
- Team player with strong work ethic and positive attitude
- Proficiency in Microsoft Excel and PPT; familiarity

Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.
Compensation Details
The salary range for this role is $90,000-$100,000. 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 the job posting location. 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, business sector, performance, shift, travel requirements, sales or revenue-based 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, retirement, 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 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 [email protected] .
Learn about the Applicant Privacy Notice .