Business Analyst - Private Residential Real Estate Debt

Posted:
10/10/2024, 9:30:44 AM

Location(s):
Chicago, Illinois, United States ⋅ Illinois, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Business & Strategy ⋅ Finance & Banking

About Neuberger Berman:

Neuberger Berman is one of the largest privately held investment management firms in the US with 39 offices across the globe and over $480 billion of assets under management, including $185 billion of fixed income and $165 billion of alternatives (as of June 30, 2024). The Firm stresses a research-driven investment approach and focuses on delivering innovative investment solutions to its diverse client base, with an emphasis on generating attractive yield through market cycles, while mitigating volatility and tapping into uncorrelated sources of alpha. Firmly grounded in this philosophy, the Firm has successfully deployed its rapidly growing Private Residential Real Estate Debt platform across a diverse spectrum of income-focused and opportunistic strategies. Today, the Residential Team is managing nearly $13 billion of committed capital on behalf of its clients and remains firmly focused on attractive investment opportunities within residential mortgage and real estate finance.

Position Summary:

The Private Residential Real Estate Debt platform is focused on direct origination, acquisition, and management of a diverse spectrum of residential real estate debt and related exposures across the capital structure, including real estate transitional finance (i.e., debt or equity investments secured by residential construction, development, value-add renovation, or rehabilitation projects), bridge finance, stabilized rental property finance, and non-agency residential mortgage finance – all with a strong current emphasis on single-family and smaller-balance muti-family real estate collateral across a diverse geographic footprint.

The team is seeking a Business Analyst, a role which focuses spans responsibilities of both administrative support and coordination.

Key Responsibilities:

Investment Research and Analysis

  • Support the credit research team by compiling and analyzing data for pre-acquisition investment analysis.
  • Aid portfolio management and operations teams in organizing and distributing mortgage documents for client portfolios.
  • Generate reports for the loan servicing oversight team to enhance the management of mortgage loans and related investments.
  • Assist with tasks related to client requests and portfolio needs as they arise.

Client Communications

  • Collaborate with the senior portfolio management team to manage and prioritize client requests and communications.
  • Respond to client inquiries as appropriate and work with the Client Service team when needed.
  • Compile data and draft responses for client communications, updating presentation materials as necessary.
  • Work closely with team members to ensure timely and thorough client correspondence.

Administrative Coordination

  • Manage and maintain executive calendars.
  • Schedule and coordinate meetings, client requests, appointments, and travel arrangements.
  • Prepare and edit correspondence, communications, and presentations.
  • Collect and analyze data to prepare reports as needed.
  • Handle confidential information with discretion.
  • Assist in meeting preparations, including agenda creation, document distribution, and minute-taking.
  • Manage expense reports, ensuring accurate review and reconciliation.

Qualifications:

  • Bachelor’s degree in a relevant field (i.e. real estate, finance, business)
  • At least 1+ year of experience in a relevant role or industry. Recent graduates could be considered for this position.
  • Proficiency in Microsoft Office Suite (Word, PowerPoint, Outlook, and in particular, Excel) and other collaboration, presentation, and data analysis tools
  • Demonstrated ability to manage, organize, and analyze data
  • Excellent organizational, project management and time management skills
  • Ability to multitask and prioritize tasks in a fast-paced environment
  • Exceptional attention to detail and accuracy
  • Excellent written and verbal communication skills
  • Ability to handle sensitive and confidential information with care and integrity
  • Passion for learning and implementing new technologies

Additional Requirements:

  • Must be available to work in Chicago, Illinois

Neuberger Berman is an equal opportunity/affirmative action 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].

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