COO, Specialty Finance

Neuberger Berman

. Serve as the primary Specialty Finance interface with the Private Markets COO, technology, data, and relevant support teams .

Posted 9/23/2026full-timeUnited StatesSeniorLead💰 $200,000 - $300,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in Specialty Finance and investment management, with a strong focus on leading complex cross-functional projects and managing investor relations. Proven ability to drive strategic initiatives, enhance processes, and deliver high-quality communications in a fast-paced environment.

Highest-signal resume keywords

Specialty Finance ExpertiseCross-Functional Project ManagementInvestor Relations ManagementStrategic Messaging DevelopmentAnalytical Problem-Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementData Integrity ManagementFinancial AnalysisProject ManagementOperational Metrics ReportingProcess ImprovementLiquidity ManagementClient CommunicationMarketing StrategyDiligence Support

Soft Skills

LeadershipOrganizational SkillsCommunication SkillsJudgmentInfluencing Skills

Industry Keywords

Private MarketsAsset-Based FinanceManagement ConsultingInvestment BankingCross-Functional InitiativesStakeholder EngagementCash ManagementEvergreen FundsMarketing FunctionInvestor Reporting

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

10–15+ years of relevant professional experience in private markets, Specialty Finance/Asset-Based Finance, investment management, management consulting, or a closely related field
Demonstrated experience in a COO, business management, strategy, or senior project management role supporting alternatives, private markets, investment banking, or credit platform
Strong familiarity with Specialty Finance/Asset-Based Finance
Proven track record of leading complex, cross-functional initiatives involving investment, legal, finance, operations, technology, and marketing stakeholders
Experience overseeing or partnering closely with marketing and investor relations functions
Ability to help shape strategic messaging and upgrade processes and standards
Strong people leadership skills, including the ability to manage and influence senior professionals and provide structure, feedback, and accountability without formal authority where necessary
Exceptional organizational and project management capabilities
Ability to manage multiple workstreams, set priorities, and meet tight deadlines in a dynamic environment
Strong analytical and problem-solving skills
Comfort working with data, reporting, and operational metrics to drive decisions
Excellent written and verbal communication skills
Ability to summarize complex issues, frame decisions, and communicate effectively with senior stakeholders and external partners
High degree of judgment, discretion, and maturity
Comfortable operating in a fast-paced environment with evolving priorities
Must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship

Benefits

Comp & perks

Discretionary bonus
Retirement contributions
Paid time off
Medical insurance
Dental insurance
Vision insurance
Retirement benefits
Life insurance
Other benefits for eligible employees