Investment Strategist

Neuberger Berman • New York, NY

11d • Hybrid

About The Position

Neuberger Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions across more than 40 wealth and investment teams. The Investment Strategist supports a book of nearly $1 billion by providing rigorous analysis, portfolio insights, and client-ready deliverables. Working closely with the Wealth Advisor and the advisor’s team, the Strategist translates market and portfolio views into practical, implementable guidance across public and private markets. The role requires strong analytical skills, exceptional attention to detail, and clear communication with clients and internal partners.

Requirements

• Bachelor’s degree required.
• At least 7 years of experience in financial markets, investment research, or wealth management.
• Strong public and private markets investment experience or exposure.
• Direct portfolio construction, asset allocation, and client experience with high-net-worth clients.
• Excellent written and verbal communication skills.
• Team player willing to volunteer ideas and create analytical work beyond what is asked.
• Proficiency in Microsoft PowerPoint, Excel, and Bloomberg or FactSet.
• Series 7 and 66 licenses, or Series 7, 63, and 65 licenses; alternatively, ability to obtain the applicable licenses within 3 to 6 months.
• Willingness to travel as needed.
• Authorization and the right to work in the country where the role is located without current or future sponsorship.

Nice To Haves

• MBA, CFA, and/or other designations.

Responsibilities

• Partner with the Wealth Advisor to build customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations.
• Synthesize client-specific information and the firm's Asset Allocation Committee views into actionable portfolio implications, implementation guidance, and recommendations, and deliver them to clients alongside the Wealth Advisor.
• Present to clients and prospects, primarily individuals, families, and select institutions, in one-on-one and group settings.
• Collaborate with Private Wealth investment, planning, tax, and trust specialists to ensure solutions are understood and integrated.
• Analyze and synthesize data to create clear, polished client-facing and internal content, including presentations, market updates, whitepapers, webinar materials, talking points, and training content.
• Build repeatable templates and exhibits while maintaining high standards for accuracy, quality control, and data integrity.

Benefits

• Paid time off.
• Medical, dental, and vision insurance.
• Retirement benefits and contributions.
• Life insurance.
• Other benefits for eligible employees.
• Eligibility for a discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level