Head of Alternatives Performance Reporting

Neuberger Berman’s Private Equity business is rapidly growing with over $150 billion of investor commitments across our private equity platform. The Alternatives Finance Group plays a pivotal role in managing accounting, operations, treasury, and valuation for this rapidly expanding platform. Beyond these core functions, the team collaborates closely with business leaders and stakeholders on new mandates, structuring, and maintaining strong relationships with limited partners.

We are seeking a Head of Alternatives Performance Reporting to lead and transform the performance reporting team. This individual will oversee the production and optimization of key performance metrics that drive internal monitoring, client reporting, and support RFPs and marketing initiatives.

Key Responsibilities

• Team Leadership & Process Optimization: Transition the performance reporting process from manual, spreadsheet-driven workflows to an automated analytical approach.
• Policy Design & Implementation: Develop, implement, and monitor performance calculation policies across the Alternatives platform to ensure consistency and accuracy.
• Performance Metrics Management: Oversee the calculation and centralization of Fund, Separate Account, Mandate, and platform performance metrics, including IRR, MOIC, DPI, TVPI, PME, modeled net returns, time series calculations, and other key measures.
• Collaborative Reporting Support: Partner with the marketing team to provide performance metrics for RFPs and collaborate with investment teams, senior leadership, and other stakeholders on ad-hoc performance analysis.
• Management Reporting: Design and produce management reports to monitor performance metrics and track the team’s contributions to business objectives.
• Input Validation: Work closely with accounting and finance teams to review and validate cash flow and valuation inputs used in performance models.
  
  

Qualifications

Educational Background:

• Bachelor’s or higher degree in Accounting, Finance, or a related field.
  
  

Technical Expertise

• Strong understanding of accounting theory, fund accounting, and financial reporting principles.
• Deep technical knowledge of performance metrics, including IRR, MOIC, DPI, and others.
• Familiarity with SEC marketing rules and regulatory requirements.
  
  

Experience

• 15 years of performance reporting, accounting, finance, and/or valuation experience.
• Professional certifications such as CPA and/or CFA.
• Practical understanding of private equity, private credit, and bespoke private equity transactions.
  
  

Leadership & Collaboration Skills

• Proven ability to lead teams and foster collaboration across various levels of the organization.
• Entrepreneurial mindset with the ability to operate independently and drive innovation.
  
  

Attention To Detail

• Highly organized and detail-oriented with a commitment to delivering accurate results.
  
  

Technical Proficiency

• Advanced proficiency in Excel, with working knowledge of Tableau, Power BI, and Alteryx.
  
  

Communication Skills

• Excellent interpersonal and communication abilities, with a customer-service focus.
  
  

This role is an exciting opportunity for an experienced finance professional to play a key leadership role in shaping the future of performance reporting at Neuberger Berman. If you're ready to make an impact and drive innovation, we encourage you to apply.

Compensation Details

The salary range for this role is $200,000-$250,000. 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, 401(k), 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 Berman 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 onlineaccommodations@nb.com.

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