Private Markets Strategy Lead for Multi-Asset Portfolios

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 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.