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Client Portfolio Manager – Residential Real Estate Debt

Client Portfolio Manager – Residential Real Estate Debt

CompanyNeuberger Berman
LocationChicago, IL, USA
Salary$135000 – $180000
TypeFull-Time
Degrees
Experience LevelSenior, Expert or higher

Requirements

  • 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 Credit, Private Equity, Venture Capital)
  • Superior Microsoft PowerPoint and Excel skills and experience
  • Resourcefulness, 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 creative 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
  • Interest in developing and managing relationships across all levels of the organization
  • Excellent academic credentials

Responsibilities

  • Develop deep understanding of Residential Real Estate Credit
  • 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
  • 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 geographies
  • Ability to be independent and resourceful to answer questions

Preferred Qualifications

    No preferred qualifications provided.