Investment Strategy Associate

Neuberger Berman; New York (NY); On-site; USD 135,000 - 145,000; Full time

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Neuberger Berman in New York seeks an Investment Strategy Associate to assist the Senior Investment Strategist with multi-asset portfolio solutions and strategic asset allocation. You will contribute to portfolio analytics, market insights, and client-ready deliverables.

The role requires strong analytical and quantitative skills, detailed orientation, and the ability to learn across asset classes. You will work with a team focused on delivering comprehensive investment strategies for

Qualifications

• Bachelor’s degree required.
• 3-6 years of relevant experience in financial markets, investment research, or wealth management.
• Strong analytical and problem-solving skills with attention to detail.
• Excellent written and verbal communication; ability to translate analysis into actionable takeaways.
• Proficiency in Excel and PowerPoint; familiarity with Bloomberg and/or FactSet.
• CFA designation progress preferred.
• Authorized to work in the United States without sponsorship.

Responsibilities

• Support customized multi-asset portfolio solutions with strategic asset allocation reviews.
• Conduct market, manager and portfolio research and synthesize findings into clear conclusions.
• Communicate market views and outlooks to the wealth advisor team and clients.
• Produce client-ready materials including portfolio analyses and market updates.
• Analyze private markets holdings and model liquidity and cash flow implications.
• Maintain and update asset allocation and wealth simulation models.

Skills

Analytical skills

Communication

Problem solving

Teamwork

Education

Bachelor’s degree

CFA candidate

Tools

Excel

PowerPoint

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

This wealth advisor team is seeking an Investment Strategy Associate to assist the Senior Investment Strategist who develops comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategy Associate will support the Senior Investment Strategist in day-to-day work across multi-asset public and private markets. The role combines rigorous analysis, portfolio insights, and the creation of client-ready deliverables. Success requires strong analytical and quantitative skills, exceptional attention to detail, and a willingness to learn across asset classes and investment vehicles.

Primary Responsibilities

• Partner with the Senior Investment Strategist to support customized multi-asset portfolio solutions, including strategic asset allocation reviews, portfolio construction analytics, and implementation considerations
• Conduct market, manager and portfolio research, and have ability to organize and analyze to synthesize findings into clear conclusions and recommendations.
• Communicate market views and outlooks to the wealth advisor team and clients progressively
• Produce client-ready materials including portfolio analyses, market updates, and investment insights
• Support private markets implementation by conducting detailed analysis of current holdings, asset allocation exposures, and liquidity / cash flow modeling
• Maintain and update the team’s asset allocation, portfolio construction, and wealth simulation models

Experience & Skills Qualifications

• Bachelor’s degree required
• 3-6 years of relevant experience in financial markets, investment research, portfolio analytics, or wealth management
• Strong analytical and problem-solving skills along with attention to detail
• Excellent written and verbal communication skills; ability to translate analysis into clear, actionable takeaways
• Strong organizational skills, sound judgment, and ability to execute independently while collaborating effectively on a team
• Proficiency in Excel and PowerPoint; familiarity with market data platforms such as Bloomberg and / or FactSet
• Progress towards CFA designation or interest in obtaining preferred
• 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 $135,000-$145,000. 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.

Equal Opportunity Statement

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.

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Company History & Reputation

Founded in 1939, Neuberger is an employee-owned, private, independent investment manager with approximately 3,000 employees across 26 countries. As of September 30, 2026, the firm manages $616 billion across equities, fixed income, private markets, real estate and hedge fund portfolios for global institutions, advisors and individuals. The firm is proud to be recognized for its commitment to its two constituents, clients and employees. Again, in 2025, Neuberger was named the Best Asset Manager for Institutional Investors in the U.S. (Crisil Coalition Greenwich) and the #1 Best Place to Work in Money Management (Pensions & Investments, firms with more than 1,000 employees). Neuberger believes deeply in fostering a professional and safe work environment, where all employees are entitled to be treated with respect and dignity, and to work free from any form of harassment, whether psychological, verbal or physical. The firm’s ability to deliver for clients is grounded in a culture that encourages open dialogue, independent thinking and a diversity of ideas and perspectives. These values and standards are the cornerstone of Neuberger. All who wish to be employed by the firm are expected to uphold them.

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