Investment Strategist

About the role

Neuberger Wealth manages around $82 billion in assets for individuals, families and charitable institutions. Its Investment Group contributes to portfolio solutions such as strategic and tactical asset allocation, portfolio construction and risk management, and produces macro and market research. As Vice President, Investment Strategist, you support senior strategists and the wider Neuberger Wealth organization through rigorous analysis, portfolio insights and client-ready deliverables, working with Wealth Advisors, Portfolio Managers and the Neuberger Trust Company to turn market and portfolio views into practical guidance.

Key responsibilities

• Support Wealth Advisors in building customized multi-asset portfolios aligned with client objectives, constraints and implementation needs
• Evaluate client-specific information against the firm's Asset Allocation Committee views and create implementation guidance and recommendations for clients
• Present frequently to individuals, families and select institutions, one-on-one and in groups, and travel as needed
• Collaborate across Private Wealth so that solutions are understood across investments, planning, tax and trust
• Analyze data to produce client-facing and internal content such as presentations, market updates, whitepapers, webinar materials and training content, using repeatable templates
• Support ad-hoc projects and requests, including strategic and training initiatives for Private Wealth

Required profile

• Bachelor's degree required; MBA, CFA and/or other designations preferred
• 7-10+ years of 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, attention to detail and excellent written and verbal communication
• Series 7 and 66 licenses or ability to obtain them
• Authorized to work in the United States without current or future sponsorship

Required skills

• Microsoft PowerPoint, Excel and Bloomberg / FactSet
• Asset allocation and portfolio construction knowledge

What we offer

• Salary range of $165,000-$185,000, with eligibility for a discretionary bonus
• Paid time off, medical, dental and vision insurance, retirement, life insurance and other benefits