Private Markets Strategist

About the role

Neuberger Berman's Private Markets Strategist integrates private markets exposure into multi-asset class portfolios through rigorous analysis, portfolio insights and client-ready deliverables. The role serves as a subject matter expert across private equity, private credit and real assets, partnering with Investment Strategists, Wealth Advisors, Relationship Managers, Investment Teams and Marketing to turn market and portfolio views into practical guidance.

Key responsibilities

• Partner with Wealth Advisors and Relationship Managers to support fundraising and increase private markets exposure across client portfolios.
• Develop holistic guidance for integrating private market strategies aligned with client return objectives, risk tolerance, liquidity constraints and tax considerations (HNW, UHNW, endowments, foundations, pension plans).
• Maintain liquidity budgeting and commitment pacing models, including cash flow forecasting, to manage J-curve exposure and keep target allocations over multi-year cycles.
• Serve as subject matter expert on strategies such as buyouts, growth equity, secondaries, direct lending and real estate, covering risk/return drivers, vintage-year dynamics and market trends.
• Present to client and prospect groups (HNW, intermediaries, institutional, boards, consultants) individually and in groups, travelling as needed.
• Create client-facing and internal content such as presentations, market updates, whitepapers, webinar materials and training content.

Required profile

• Bachelor's degree required; MBA, CFA, CAIA and/or other designations preferred.
• 7-10+ years of experience in financial markets, investment research or wealth management.
• Strong understanding of public and private markets, asset allocation and portfolio construction.
• Direct experience implementing portfolios for HNW, UHNW, family office and institutional clients.
• Authorized to work in the United States without sponsorship; hybrid work arrangement.

Required skills

• Proficiency in Microsoft PowerPoint, Excel, Preqin and Pitchbook; working knowledge of current AI tools preferred.
• Series 7 and 66 exams preferred.
• Strong analytical skills, attention to detail and clear written and oral communication.

What we offer

• Salary range of $210,000-$255,000, with eligibility for a discretionary bonus.
• Paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits.