Investment Strategy Associate, Multi-Asset Portfolios

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

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