Investment Strategist

Neuberger Berman•New York, NY

1d•$175,000 - $200,000

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, offering access to a broad range of customized investment solutions. The Investment Strategist supports a book of nearly $1 billion by providing rigorous analysis, portfolio insights, and client-ready materials. 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 calls for strong analytical skills, exceptional attention to detail, and clear communication with clients and internal partners. The Strategist partners with the Wealth Advisor to develop customized multi-asset portfolios aligned with client objectives and constraints; presents recommendations to clients and prospects; collaborates with investment, planning, tax, and trust specialists; and produces polished client-facing and internal materials. The role also involves creating repeatable templates and exhibits while maintaining high standards for accuracy, quality control, and data integrity. Travel may be required as needed.

Requirements

Bachelor’s degree required.
At least 7 years of experience in financial markets, investment research, or wealth management is required; this experience is highly preferred, as stated in the posting.
Strong public and private markets investment experience or exposure.
Direct experience with portfolio construction, asset allocation, and high-net-worth clients.
Excellent written and verbal communication skills.
Team-oriented approach and willingness 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 required licenses within 3 to 6 months.
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, delivered 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.
Travel as needed.