Investment Strategy Associate

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

Job summary

Neuberger is seeking an Investment Strategy Associate to assist the Senior Investment Strategist in developing multi-asset portfolio solutions, including strategic asset allocation and tactical recommendations. The role blends rigorous analysis, portfolio insights, and the creation of client-ready materials for wealth management teams and clients.

You will conduct market research, maintain asset allocation and wealth-simulation models, and produce market updates and investment insights.

Qualifications

• Bachelor's degree required with strong academic record.
• 3–6 years in financial markets, research, or wealth management.
• Strong analytical, writing, and communication abilities.
• Proficiency in Excel and market data platforms; CFA pursuing preferred.

Responsibilities

• Support the Senior Investment Strategist in multi-asset portfolio solutions.
• Conduct market, manager and portfolio research; synthesize findings.
• Produce client-ready analyses, market updates, and insights.
• Analyze private markets and maintain asset allocation/wealth models.
• Update portfolio construction and wealth simulation models.

Skills

Analytical thinking

Communication skills

Organizational skills

Independent execution

Education

Bachelor's degree

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.

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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