Full-Time

Valuation Specialist

Posted on 5/10/2025

Neuberger Berman

Neuberger Berman

Independent investment management for global clients

Compensation Overview

$190k - $220k/yr

+ Bonus

Mid, Senior

New York, NY, USA

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Excel/Numbers/Sheets
Connection
Connection
Connection
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Requirements
  • Team oriented individual who can help train and develop others to expand capabilities and capacity of the valuation team
  • Comfortable with changing priorities and flexible with pivoting to accomplish process improvements
  • Willingness to challenge the status quo and apply technology to improve efficiencies across firm’s functions
  • Strong project management, communication and presentation skills
  • Possess problem-solving, data analytical, and valuation skills
  • Strong knowledge of valuation methodologies and intermediate to advanced excel capabilities
  • Quantitative finance background with knowledge of financial products, specifically in private equity, real estate and lending spaces
  • CFA designation strongly preferred
Responsibilities
  • Work closely with and support the head of valuation
  • Support the preparation of quarterly/monthly/daily valuation models and portfolio analytics for various asset classes and strategies
  • Perform model validation on new valuation models
  • Coordinate with investment team, accounting, technology, risk and other supporting teams about pricing, valuation, P&L and valuation models
  • Assist the head of valuation in managing the valuation process on investment specific inputs and market data inputs to the valuation models and ensure the valuation process complies with the firm’s valuation policies
  • Work closely with the Technology Team to implement valuation setup for new products and automate the current process
  • Perform price testing analysis with counterparty valuation and other third-party vendors’ prices
  • Maintain the valuation support as evidence that investment valuation is accurate
  • Manage and coordinate communications with third party valuation service providers and auditors throughout the valuation process
Desired Qualifications
  • CFA designation strongly preferred

Neuberger Berman is an investment management firm that handles a variety of assets, including stocks, bonds, private equity, real estate, and hedge funds. The firm employs over 2,800 people across 26 countries and manages a total of $481 billion for institutions, advisors, and individual clients. Their investment approach focuses on active management, thorough research, and being involved in the companies they invest in. Neuberger Berman stands out from its competitors by being employee-owned and receiving recognition for its strong environmental, social, and governance practices, being part of a select group of firms acknowledged for excellence in these areas. The company's goal is to provide high-quality investment management while maintaining a commitment to responsible investing and creating a positive workplace culture.

Company Size

N/A

Company Stage

N/A

Total Funding

$11.3B

Headquarters

New York City, New York

Founded

1939

Simplify Jobs

Simplify's Take

What believers are saying

  • Growing demand for ESG investing aligns with Neuberger Berman's potential to expand offerings.
  • The rise of digital assets presents new product development opportunities for the firm.
  • Personalized investment solutions trend allows Neuberger Berman to leverage its portfolio management expertise.

What critics are saying

  • Increased competition from passive strategies may pressure Neuberger Berman's active management model.
  • Technological advancements like robo-advisors could threaten traditional investment management firms.
  • Fee compression in the industry might impact Neuberger Berman's profitability.

What makes Neuberger Berman unique

  • Neuberger Berman offers a diverse range of funds with regular monthly distributions.
  • The firm is a key mezzanine lender in significant financial deals like Oportun's facility.
  • Neuberger Berman's hiring of Maya Bhandari strengthens its multi-asset strategies in EMEA.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

401(k) Retirement Plan

401(k) Company Match

Paid Vacation

Performance Bonus

Company News

Benzinga
Apr 2nd, 2025
Oportun Closes $187.5 Million Committed Warehouse Facility

SAN CARLOS, Calif., April 02, 2025 (GLOBE NEWSWIRE) -- Oportun OPRT, a mission-driven financial services company, today announced the closing of a new warehouse facility. Features of this facility include: $187.5 million total commitmentNatixis Corporate Investment Banking, as senior lenderNeuberger Berman, on behalf of client funds, as mezzanine lenderTwo-year revolving periodCollateralization by Oportun's unsecured and secured personal loan originations "This new warehouse facility materially increases Oportun's warehouse capacity with a diversified group of lenders," said Paul Appleton, Interim Chief Financial Officer of Oportun. "With the support of Natixis and Neuberger Berman, this committed financing will help drive Oportun's responsible growth in the years ahead." Oportun maintains a diverse set of capital sources including committed warehouse facilities, asset-backed securitizations, corporate-level debt financing, and whole loan sales. About Oportun Oportun OPRT is a mission-driven financial services company that puts its members' financial goals within reach. With intelligent borrowing, savings, and budgeting capabilities, Oportun empowers members with the confidence to build a better financial future. Since inception, Oportun has provided more than $19.7 billion in responsible and affordable credit, saved its members more than $2.4 billion in interest and fees, and helped its members save an average of more than $1,800 annually

PR Newswire
Mar 31st, 2025
Neuberger Berman Next Generation Connectivity Fund Announces Monthly Distribution

NEW YORK, March 31, 2025 /PRNewswire/ -- Neuberger Berman Next Generation Connectivity Fund Inc. (NYSE: NBXG) (the "Fund") has announced a distribution declaration of $0.10 per share of common stock. The distribution announced today is payable on April 30, 2025, has a record date of April 15, 2025, and has an ex-date of April 15, 2025.Under its level distribution policy, the Fund anticipates that it will make regular monthly distributions, subject to market conditions, of $0.10 per share of common stock, unless further action is taken to determine another amount. The Fund's ability to maintain its current distribution rate will depend on a number of factors, including the amount and stability of income received from its investments, availability of capital gains, and the level of other Fund fees and expenses. There is no assurance that the Fund will always be able to pay a distribution of any particular amount or that a distribution will consist of only net investment income.Due to an effort to maintain a stable distribution amount, the distribution announced today, as well as future distributions, may consist of net investment income, net realized capital gains and return of capital. In compliance with Section 19 of the Investment Company Act of 1940, as amended, a notice would be provided for any distribution that does not consist solely of net investment income

PR Newswire
Mar 31st, 2025
Neuberger Berman High Yield Strategies Fund Announces Monthly Distribution

NEW YORK, March 31, 2025 /PRNewswire/ -- Neuberger Berman High Yield Strategies Fund Inc. (NYSE American: NHS) (the "Fund") has announced a distribution declaration of $0.0905 per share of common stock. The distribution announced today is payable on April 30, 2025, has a record date of April 15, 2025, and has an ex-date of April 15, 2025.Under its level distribution policy, the Fund anticipates that it will make regular monthly distributions, subject to market conditions, of $0.0905 per share of common stock, unless further action is taken to determine another amount. The Fund's ability to maintain its current distribution rate will depend on a number of factors, including the amount and stability of income received from its investments, the cost of leverage and the level of other Fund fees and expenses. There is no assurance that the Fund will always be able to pay a distribution of any particular amount or that a distribution will consist only of net investment income.Due to an effort to maintain a stable distribution amount, the distribution announced today, as well as future distributions, may consist of net investment income, net realized capital gains and return of capital. In compliance with Section 19 of the Investment Company Act of 1940, as amended, a notice would be provided for any distribution that does not consist solely of net investment income

PR Newswire
Mar 31st, 2025
Neuberger Berman Energy Infrastructure And Income Fund Announces Monthly Distribution

NEW YORK, March 31, 2025 /PRNewswire/ -- Neuberger Berman Energy Infrastructure and Income Fund Inc. (NYSE American: NML) (the "Fund") has announced a distribution declaration of $0.0584 per share of common stock. The distribution announced today is payable on April 30, 2025, has a record date of April 15, 2025, and has an ex-date of April 15, 2025.The Fund currently intends to make regular monthly cash distributions to holders of its common stock at a fixed rate per share, to be determined based on the projected net rate of return of the Fund's investments as well as other factors, subject to ongoing review and adjustment from time to time. The Fund currently intends to pay its regular monthly distributions out of its distributable cash flow, which generally consists of (1) cash and paid-in-kind distributions from master limited partnerships ("MLPs") or their affiliates, dividends from common stocks, interest from debt instruments and income from other investments held by the Fund less (2) current or accrued operating expenses, including leverage costs, if any, and taxes on its taxable income.The Fund expects that a portion of its distributions to stockholders will constitute a non-taxable return of capital. A "return of capital" is a distribution by the Fund which represents a return of a common stockholder's original investment and should not be confused with a dividend. To the extent the Fund pays a return of capital, a common stockholder's basis in Fund shares will be reduced, which will increase a capital gain or reduce a capital loss upon sale of those shares

PR Newswire
Mar 17th, 2025
Neuberger Berman Municipal Fund Announces Monthly Distribution

NEW YORK, March 17, 2025 /PRNewswire/ -- Neuberger Berman Municipal Fund Inc. (NYSE American: NBH) (the "Fund") has announced a distribution declaration of $0.05417 per share of common stock. The distribution announced today is payable on April 15, 2025, has a record date of March 31, 2025, and has an ex-date of March 31, 2025. The Fund seeks to provide income that is exempt from regular federal income tax. Distributions of the Fund may be subject to the federal alternative minimum tax for some stockholders.The distribution announced today, as well as future distributions, may consist of net investment income, realized capital gains, and return of capital. In the event the Fund distributes more than its net investment income during any yearly period, such distributions may also include realized gains and/or a return of capital