Multi-Asset Portfolio Strategist

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

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.