Investment Strategist

Neuberger Berman; New York (NY); On-site; USD 170,000 - 200,000; Full time

Job summary

Neuberger Berman is seeking an Investment Strategist to lead the investment process for the Wealth Advisor Team's clients, developing strategic and tactical asset allocation models and customized portfolio solutions, using firm capabilities and external managers.

The role requires deep experience in portfolio construction, macro analysis, and client communication, with licenses SIE, Series 7, and 66, and eligibility to work in the United States.

Qualifications

• Minimum of 8 years of experience constructing portfolios for HNW clients or institutions.
• Comprehensive understanding of asset allocation, portfolio construction and manager selection.
• Must be able to partner with Advisors to present, consult and advise HNW clients.

Responsibilities

• Leverage institutional views to develop strategic and tactical asset allocation recommendations.
• Drive the investment process and build optimal portfolios.
• Perform analyses, build models, and contribute to presentations and articles.
• Present regularly to existing clients and prospects.

Skills

Portfolio construction

Asset allocation

Manager selection

Client consultation

Macro analysis

Communication skills

Presentation skills

Written comms

Entrepreneurial spirit

Work ethic

Education

SIE

Series 7

Series 66

Job description

Position Overview

This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Team’s clients that leverage the institutional capabilities of the Firm’s Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee. The Investment Strategist should have a proven track record of developing customized portfolio solutions for clients by utilizing both proprietary and third‑party managers, as well as communicating views on market outlook broadly. The Investment Strategist must have strong investment expertise and analytic skills, as well as strong communication, presentation and writing skills.

Primary Responsibilities

• Leverage the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele.
• Drive the investment process and provide investment expertise to build optimal portfolios.
• Perform quantitative and qualitative analyses on investment topics; build models when necessary; and contribute to presentations, white papers and articles.
• Present regularly to existing clients and prospects.

Experience & Skills Qualifications

• Minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions.
• Comprehensive understanding of asset allocation, portfolio construction and manager selection.
• Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals.
• Strong grasp of the global macro environment, the global economy and other factors that impact investment management strategies.
• Superior analytical and problem‑solving skills.
• Effective verbal and written communication skills.
• Commitment to client focus, excellence, integrity and teamwork, encouraging innovation and open dialogue.
• Entrepreneurial spirit and strong work ethic.
• Required licenses: SIE, Series 7, and 66.
• 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 $170,000–$200,000. This range may be modified in the future. The role is also eligible for a discretionary bonus. The total compensation package includes base salary, possible bonus, retirement contributions and a comprehensive benefit plan.

Equal Opportunity Employment

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.