Hiring: Investment Strategist Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : CFA, Fixed Income, Microsoft Excel, Microsoft PowerPoint, Risk Management, Series 7, Wealth Management About the job Experience: •10+ years’ industry experience required in financial markets, investment research. or wealth management (highly preferred) Required Skills: •Support Wealth Advisors in the construction of customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations. Candidate must have strong understanding of both public and private markets, asset allocation, and portfolio construction •Evaluate and synthesize client specific information to inform actionable portfolio implications, based on the firm’s Asset Allocation Committee views; create implementation guidance and deliver recommendations to end clients based on the analysis •Frequent presentations to various client/prospect groups – primarily individuals, families, and select institutions in one-on-one and group settings. Candidate must be willing to travel as needed. Collaborate with resources across Private Wealth to ensure awareness and understanding of solutions across investments, planning, tax, and trust •Analyze and manipulate data with the goal of creating compelling client-facing and internal content (presentations, market updates, whitepapers, webinar materials, talking points, and training content) with a focus on developing repeatable templates and exhibits while ensuring high standards for accuracy, quality control, and data integrity •Support team with ad-hoc projects and requests, which will include strategic and training initiatives for the Private Wealth organization Qualifications: •Bachelor’s degree required; MBA, CFA, and / or other designations preferred •7-10+ years’ industry experience required 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 along with attention to detail •Excellent written and verbal communication skills •Team player and willingness to volunteer ideas and create analytical work beyond what is asked •Proficient in Microsoft PowerPoint, Excel, and Bloomberg / FactSet •Series 7 and 66 licenses or ability to obtain •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: •$165,000 - $185,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!