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Client Portfolio Manager – Residential Real Estate Debt
Company | Neuberger Berman |
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Location | Chicago, IL, USA |
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Salary | $135000 – $180000 |
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Type | Full-Time |
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Degrees | |
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Experience Level | Senior, Expert or higher |
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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.