Private Markets Strategist

Neuberger; New York (NY); On-site; USD 210,000 - 255,000; Full time

Benefits offered by this job

Medical/dental/vision insurance

Retirement plan

Paid time off

Life insurance

Job summary

Neuberger Wealth seeks a Private Markets Strategist to integrate private markets exposure into multi-asset portfolios. You will analyze private markets across private equity, private credit, and real assets and serve as a subject matter expert for client portfolios.

You will collaborate with Investment Strategists, Wealth Advisors, Relationship Managers, Investment Teams, and Marketing to produce guidance and client-ready deliverables, including market updates and white papers. Travel as needed.

Qualifications

• Bachelor’s degree required; MBA, CFA, CAIA and/or other designations preferred.
• 7-10+ years industry experience required in financial markets, investment research or wealth management.
• Strong understanding of both public and private markets, asset allocation and portfolio construction.
• Direct experience in portfolio implementation for individual high net worth, ultra-high net worth, family office and institutional clients.
• Strong problem-solving skills along with attention to detail.
• Excellent written and oral communication skills.
• Commitment to collaboration and team work; willingness to volunteer ideas and create analytical work beyond what is asked.
• Proficiency in Microsoft PowerPoint, Excel, Preqin, Pitchbook; working knowledge of current AI tools preferred.
• Series 7 and 66 exams preferred.

Responsibilities

• Partner closely with Wealth Advisors and Relationship Managers to support fundraising efforts with a goal of increased saturation of private markets exposure across client portfolios.
• Develop holistic guidance for integrating private market strategies into client portfolios in alignment with the return objectives, risk tolerance, liquidity constraints and tax considerations of a wide range of client types (high net worth and ultra-high net worth, endowments, foundations and pension plans).
• Leverage and maintain liquidity budgeting and commitment pacing models, including cash flow forecasting (contributions, distributions, NAV growth) to manage J-curve exposure and maintain target private markets allocation over multi-year commitment cycles.
• Serve as subject matter expert across all relevant Neuberger private market-oriented strategies – buyouts, growth equity, secondaries, direct lending, real estate, etc.- including their risk/return drivers, vintage-year dynamics, current market positioning and emerging trends within the private markets landscape
• Present to various client/prospect groups (HNW, intermediary, institutional, boards, consultants, etc.) in one-on-one and group settings. Candidate must be willing to travel as needed.
• Drive advisor engagement through the creation of compelling client-facing and internal content (presentations, market updates, whitepapers, webinar materials, talking points, and training content)

Skills

Financial analysis

Portfolio construction

Asset allocation

Communication skills

Team collaboration

Education

Bachelor's degree

MBA

CFA

CAIA

Tools

PowerPoint

Excel

Preqin

PitchBook

AI tools

Job description

Neuberger Wealth oversees approximately $81 billion in assets for individuals, families, and institutions. The Wealth Investment Strategy 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 contributes to macro/market research and thought leadership, and partners on product and platform development initiatives for the Wealth business.

The Private Markets Strategist is a key contributor supporting the integration of private markets exposure into multi-asset class portfolios through rigorous analysis, portfolio insights, and client-ready deliverables. The candidate should develop a comprehensive understanding of Neuberger’s broad private markets platform and serve as a subject matter expert on a wide range of strategies across private equity, private credit, and real assets, including their role in a diversified private markets allocation, risk/return profile, competitive landscape, current opportunity set and key differentiators.

The Private Markets Strategist partners with Investment Strategists, Wealth Advisors, Relationship Managers, Investment Teams and Marketing to translate market and portfolio views into practical, implementable guidance across private markets. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly and persuasively to internal and external audiences.

Responsibilities

• Partner closely with Wealth Advisors and Relationship Managers to support fundraising efforts with a goal of increased saturation of private markets exposure across client portfolios
• Develop holistic guidance for integrating private market strategies into client portfolios in alignment with the return objectives, risk tolerance, liquidity constraints and tax considerations of a wide range of client types (high net worth and ultra-high net worth, endowments, foundations and pension plans)
• Leverage and maintain liquidity budgeting and commitment pacing models, including cash flow forecasting (contributions, distributions, NAV growth) to manage J-curve exposure and maintain target private markets allocation over multi-year commitment cycles.
• Serve as subject matter expert across all relevant Neuberger private market-oriented strategies – buyouts, growth equity, secondaries, direct lending, real estate, etc.- including their risk/return drivers, vintage-year dynamics, current market positioning and emerging trends within the private markets landscape
• Present to various client/prospect groups (HNW, intermediary, institutional, boards, consultants, etc.) in one-on-one and group settings. Candidate must be willing to travel as needed.
• Drive advisor engagement through the creation of compelling client-facing and internal content (presentations, market updates, whitepapers, webinar materials, talking points, and training content)

Qualifications

• Bachelor’s degree required; MBA, CFA, CAIA and/or other designations preferred
• 7-10+ years industry experience required in financial markets, investment research or wealth management
• Strong understanding of both public and private markets, asset allocation and portfolio construction
• Direct experience in portfolio implementation for individual high net worth, ultra-high net worth, family office and institutional clients
• Strong problem-solving skills along with attention to detail
• Excellent written and oral communication skills
• Commitment to collaboration and team work; willingness to volunteer ideas and create analytical work beyond what is asked
• Proficiency in Microsoft PowerPoint, Excel, Preqin, Pitchbook; working knowledge of current AI tools preferred
• Series 7 and 66 exams 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 $210,000-$255,000. 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.

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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