Investment Strategist

CFA Institute; New York (NY); On-site; USD 165,000 - 185,000; Full time

Benefits offered by this job

Paid time off

Medical/dental/vision insurance

Retirement benefits

Discretionary bonus

Job summary

CFA Institute is looking for a Vice President, Investment Strategist to contribute to portfolio insights and client deliverables. This role involves collaboration with Wealth Advisors to create customized portfolio solutions for high-net-worth clients.

The ideal candidate will have over 7 years of experience in financial markets, strong analytical skills, and expertise in both public and private investments. The position offers a competitive salary and comprehensive benefits.

Qualifications

• 7-10+ years' industry experience required in financial markets, investment research, or wealth management.
• Direct portfolio construction and client experience with high-net-worth clients.
• Series 7 and 66 licenses or ability to obtain.

Responsibilities

• Support Wealth Advisors in constructing customized multi-asset portfolio solutions.
• Evaluate client information to inform actionable portfolio implications.
• Present to various client/prospect groups, willing to travel as needed.

Skills

Strong problem-solving skills

Excellent written and verbal communication skills

Team player

Proficient in Microsoft PowerPoint

Knowledge of financial markets

Education

Bachelor's degree

MBA, CFA, or other designations

Tools

Microsoft Excel

Bloomberg

FactSet

Job description

Firm Overview

Neuberger is an independent, employee-owned, global asset management firm, serving the financial needs of intermediary, institutional, and individual investors worldwide. Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice, and wealth planning services. We offer a broad platform to accommodate the evolving needs of our clients.

Business & Position Overview

Private Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions. The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation (TAA) recommendations, portfolio construction, and risk management. The team also produces macro/market research and thought leadership and partners on product and platform development initiatives for the Private Wealth business.

The Vice President, Investment Strategist is a key contributor supporting senior strategists and the broader Private Wealth organization through rigorous analysis, portfolio insights, and client-ready deliverables. The role partners with Wealth Advisors, Portfolio Managers, and the Neuberger Trust Company to help translate market and portfolio views into practical, implementable guidance across public and private markets. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly to internal and external audiences.

Primary Responsibilities

• Support Wealth Advisors in the construction of customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations. Candidate must have strong understanding of both public and private markets, asset allocation, and portfolio construction.
• Evaluate and synthesize client specific information to inform actionable portfolio implications, based on the firm's Asset Allocation Committee views; create implementation guidance and deliver recommendations to end clients based on the analysis.
• Frequent presentations to various client/prospect groups - primarily individuals, families, and select institutions in one-on-one and group settings. Candidate must be willing to travel as needed. Collaborate with resources across Private Wealth to ensure awareness and understanding of solutions across investments, planning, tax, and trust.
• Analyze and manipulate data with the goal of creating compelling client-facing and internal content (presentations, market updates, whitepapers, webinar materials, talking points, and training content) with a focus on developing repeatable templates and exhibits while ensuring high standards for accuracy, quality control, and data integrity.
• Support team with ad-hoc projects and requests, which will include strategic and training initiatives for the Private Wealth organization.

Experience & Skills Qualifications

• Bachelor's degree required; MBA, CFA, and / or other designations preferred.
• 7-10+ years' industry experience required in financial markets, investment research, or wealth management (highly preferred).
• Direct portfolio construction and client experience with high-net-worth clients.
• Strong problem‑solving skills along with attention to detail.
• Excellent written and verbal communication skills.
• Team player and willingness to volunteer ideas and create analytical work beyond what is asked.
• Proficient in Microsoft PowerPoint, Excel, and Bloomberg / FactSet.
• Series 7 and 66 licenses or ability to obtain.

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 $165,000-$185,000. 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 is 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 [e-mail].

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