Neuberger Berman · 3 months ago
Fund Launch Project Manager, Specialty Finance
New York, NY
Full-time
Hybrid
Senior Level
$130K/yr - $170K/yr
7+ years expNeuberger Berman is a leading investment management firm, and they are seeking a Fund Launch Project Manager to support their Onboarding Team. The role involves managing the implementation of new products and client mandates in Specialty Finance, coordinating across various internal teams to ensure successful fund launches and deal support.
BankingBusiness DevelopmentFinanceFinancial Services
Responsibilities
Partner with internal teams to identify onboarding requirements (Product Management, Marketing, Portfolio Management, Client Services, Operations, Legal, Compliance, Risk, and Technology)
Lead the implementation for specialty finance products, including private loans, whole loans, and related fund launches across internal teams and all external service providers
Participate in the review of complex fund structures to ensure the optimal support model is designed
Analyze the support model and manage the setups required for new types of deals
Develop and manage project plans, including establishing key milestones, identifying tasks and owners and documenting the areas of focus, risks, and appropriate timelines while ensuring successful execution and delivery
Create and maintain project documentation, workflow templates, and operating models to standardize onboarding processes and support scalability for new offerings, leveraging existing systems and capabilities across the Firm
Prepare management reports, track progress, and deliver presentations to senior management and key stakeholders, ensuring transparency and accountability throughout the onboarding lifecycle
Ensure accounts are opened in a timely manner, both internally and externally with service providers
Qualification
Required
Bachelor's degree (finance or accounting preferred) or equivalent experience
7+ years in financial services operations, with direct exposure to specialty finance, private loans, or private credit; hands-on experience managing fund/deal implementations strongly preferred
Strong project management, analytical, organizational skills, and is adept at creating and maintaining project plans, documentation, and workflows
Proficient in Microsoft Office (Excel, Word, PowerPoint, MS Project); experience with Visio, Miro, and Monday.com is a plus
Effective communicator, team player, and self-starter
Able to work under pressure and adapt to changing priorities
Detail-oriented, intellectually curious, and comfortable driving change and process improvements
Benefits
Paid time off
Medical/dental/vision insurance
Retirement
Life insurance
Other benefits
Company
Neuberger Berman
Neuberger Berman is an independent and employee-controlled asset management company, providing global investment solutions.
1001-5000 employees
H1B Sponsorship
Neuberger Berman has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (31)
2024 (36)
2023 (27)
2022 (26)
2021 (24)
2020 (28)
Funding
Current Stage
Public CompanyTotal Funding
$18.5M2017-01-31Post Ipo Equity· $18.5M
2003-07-22Acquired
1999-10-07IPO
Leadership Team
George Walker
Chairman and CEO
Nicholas Lurvey
Senior Vice President and Complex Products
Recent News
Portfolio Adviser
2026-01-07
2026-01-07
Investment News
2026-01-06
Company data provided by crunchbase