Senior Investment Strategist, Multi-Asset Wealth Solutions

Neuberger; New York (NY); On-site; USD 165,000 - 185,000; Full time

Benefits offered by this job

Comprehensive benefits

Annual bonus potential

Paid time off

Retirement plan

Job summary

Neuberger is a leading independent asset management firm hiring a Vice President, Investment Strategist to support senior strategists and Wealth Advisors. You will translate market views into practical guidance for public and private markets, with emphasis on risk management and client-ready deliverables.

The role requires strong analytical skills, attention to detail, and clear communication to internal and external audiences. Travel is possible to serve diverse client needs.

Qualifications

• Bachelor’s degree required; MBA, CFA, and/or other designations preferred.
• 7–10+ years’ industry experience in financial markets, investment research, or wealth management (highly preferred).
• Direct portfolio construction and client experience with high-net-worth clients.
• Strong problem-solving skills with attention to detail.
• Excellent written and verbal communication skills.
• Team player with initiative to contribute analytics beyond scope.
• Proficient in PowerPoint, Excel, Bloomberg, and FactSet.
• Series 7 and 66 licenses or ability to obtain.

Responsibilities

• Support Wealth Advisors in constructing customized multi-asset portfolios aligned with client objectives and constraints.
• Evaluate client information to inform actionable portfolio implications and provide implementation guidance.
• Deliver presentations to client groups and prospects; travel as needed; collaborate across Private Wealth teams.
• Analyze data to create compelling client-facing and internal content (presentations, market updates, whitepapers, webinars).
• Support ad-hoc projects and training initiatives for the Private Wealth organization.

Skills

Bachelor’s degree

MBA

CFA

Strong analytical abilities

Excellent communication

Client-facing experience

Proficient in PowerPoint and Excel

Bloomberg / FactSet experience

Education

Bachelor’s degree

MBA

CFA

Tools

Bloomberg

FactSet

Microsoft PowerPoint

Microsoft Excel

Job description

Neuberger is a leading independent asset management firm hiring a Vice President, Investment Strategist to support senior strategists and Wealth Advisors. You will translate market views into practical guidance for public and private markets, with emphasis on risk management and client-ready deliverables.

The role requires strong analytical skills, attention to detail, and clear communication to internal and external audiences. Travel is possible to serve diverse client needs.