Neuberger Berman

Chief Operating Officer

• Serve as the primary Specialty Finance interface with the Private Markets COO, technology, data, and relevant support teams
• Ensure data integrity, accuracy, and usability across funds, portfolios, and investors
• Drive implementation and ongoing alignment of the Specialty Finance business to the strategic target operating model
• Oversee and help evolve the Specialty Finance marketing function
• Lead creation, quality control, and timely delivery of client content and communications
• Interact with prospects and investors to support diligence, ongoing communications, and information delivery
• Coordinate fund financing and liquidity management activities, including leverage facilities and cash management for evergreen vehicles
• Observe talent, processes, and workflows to identify gaps and recommend improvements
• Lead and manage complex cross-functional projects involving evergreen funds, marketing messaging, data, service providers, investor options, and fund cost minimization
• Maintain strong understanding of the Specialty Finance investment process and recommend improvements to processes, information flows, and handoffs
• Provide leadership and oversight for selected investment professionals
• Manage key timelines and deliverables including investor reporting, internal and external reviews, and compensation-related processes

COO, Specialty Finance