Private Markets Strategist

Neuberger - New York, NY

Hiring: Private Markets Strategist Company: Neuberger Location: New York, NY Job Posted Time: 2026-09-10 12:13:48 Target Skills & Keywords : CFA, 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 Required Skills: •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 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) 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 •In-depth knowledge 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 •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: •$210,000 - $255,000 / 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!