Private Markets Secondary Investment Data Analytics, Data Products & AI Lead

Business Overview:

Neuberger is building a high-performance Secondary Data Strategy capability to strengthen data quality, analytical insight, and scalable reporting across its private markets secondaries platform. The team operates at the intersection of investment data, technology, and business process design, partnering across investment, product, and operational stakeholders to improve how data is captured, structured, and activated.

Position Overview:

The Analytics, Data Products & AI Lead is a senior onshore hire for the Secondary Data Strategy team. This role owns the analytics, AI, automation, and client-data-product layer of the function, with a focus on judgment- and design-heavy work. The individual will lead the intelligence layer supporting the team’s secondary data strategy, including AI-based data extraction, RFP and client datasets, and advanced reporting and analytics, while driving cross-functional coordination across business and technology partners.

Primary Responsibilities:

• Lead the analytics and data product agenda for the Secondary Data Strategy workstream, translating business needs into scalable reporting, insight, and workflow solutions.

• Design and enhance the intelligence layer that supports secondary investment data, including standardized reporting outputs, analytical views, and downstream client deliverables.

• Drive AI- and automation enabled data extraction initiatives to improve efficiency, consistency, and scalability in how investment and market data are captured and structured.

• Oversee the development and maintenance of client and RFP datasets, ensuring data is decision useful, presentation ready, and aligned with stakeholder needs.

• Partner cross-functionally with investment teams, product specialists, technology, data management, and operations to prioritize and execute strategic initiatives.

• Help define data standards, governance expectations, and quality controls for critical secondaries related datasets and reporting outputs.

• Identify opportunities to improve reporting frameworks, automate recurring analytical processes, and build higher value data products for internal and external use.

• Contribute subject matter expertise on secondary market data structures, reporting needs, and process design in support of broader team development.

Experience & Skills Qualifications:

• 6–9+ years of relevant experience in analytics, data products, business intelligence, financial data strategy, or a related function.

• Strong background in analytics, data product development, or data strategy, with the ability to convert complex business requirements into practical solutions.

• Hands-on experience applying AI/ML to unstructured document and data extraction (e.g., LLMs, NLP, OCR, intelligent document processing) to convert deal, fund, and market documents into structured data.

• Practical understanding of large language models and generative AI, including prompt engineering and evaluating model outputs for accuracy, reliability, and hallucination risk.

• Ability to design and oversee AI-enabled data pipelines and automation workflows, including human-in-the-loop validation and quality controls.

• Awareness of responsible/governed AI practices: data privacy, model governance, auditability, and appropriate use of third-party vs. internal AI tooling.

• Strong communication and stakeholder management skills, with the ability to lead cross-functional initiatives.

• High degree of ownership, structured problem-solving ability, and comfort operating in a build-and-improve environment.

• Private markets or secondaries domain knowledge is highly preferred.

Preferred Qualifications:

• Familiarity with CapIQ, PitchBook, Preqin, and Bloomberg.

• Working knowledge of VBA, SQL and/or Python.

• Experience with data modeling, reporting architecture, or financial data structures.

• Private equity secondaries experience or closely related private markets exposure.

• Experience with AI/ML frameworks and tooling (e.g., Python ML libraries, LLM APIs/frameworks such as OpenAI, Claude, or similar).

Applicants 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.

Compensation Details

The salary range for this role is $175,000-$190,000. 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, retirement, 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 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 [email protected].

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