Investment Strategist

Reposted 6 Days Ago
Be an Early Applicant
New York, NY, USA
In-Office
170K-200K Annually
Senior level
Financial Services
The Role
The Investment Strategist leads the investment process by developing customized portfolio solutions, strategic and tactical asset allocation recommendations, while providing investment expertise and client presentations.
Summary Generated by Built In

Position Overview:

This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Team’s clients that leverage the institutional capabilities of the Firm’s Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee. The Investment Strategist should have a proven track record of developing customized portfolio solutions for clients by utilizing both proprietary and third-party managers, as well as communication views on market outlook broadly. The Investment Strategist must have strong investment expertise and analytic skills, as well as strong communication, presentation and writing skills.

Primary Responsibilities:

  • Leveraging the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele

  • Driving process and provide investment expertise to build optimal portfolios

  • Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations, white papers and articles

  • Presenting regularly to existing clients and prospects

Experience & Skills Qualifications:

  • A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions

  • A comprehensive understanding of asset allocation, portfolio construction and manager selection

  • Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals

  • Keen understanding of the global macro environment, the global economy and other factors that impact the success of investment management strategies

  • Superior analytical and problem-solving skills

  • Effective verbal and written communication skills

  • Embrace and promote a culture of client focus, excellence, integrity and teamwork; effectively encouraging innovation and open dialogue

  • Entrepreneurial spirit and strong work ethic

  • SIE, Series 7 and 66 licenses are required

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 Details

The salary range for this role is $170,000-$200,000. This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. This range is only applicable for jobs to be performed in the job posting location. An employee’s pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.

Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable. The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company’s sole discretion, consistent with the law.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact [email protected].

Learn about the Applicant Privacy Notice.

Skills Required

  • Minimum of 8 years of experience
  • Comprehensive understanding of asset allocation
  • Proven ability to partner with Advisors
  • Effective verbal and written communication skills
  • SIE, Series 7 and 66 licenses

Neuberger Berman Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Neuberger Berman and has not been reviewed or approved by Neuberger Berman.

  • Retirement Support Employer-funded retirement contributions are widely highlighted as a standout perk that materially strengthens total rewards. Feedback suggests this benefit often offsets concerns about lower cash compensation.
  • Healthcare Strength Comprehensive medical, dental, and vision coverage is characterized as solid and reliable. Feedback suggests health benefits are a stable pillar of the package.
  • Leave & Time Off Breadth PTO and paid leave are commonly viewed as supportive within the industry context. Feedback suggests time-off policies contribute meaningfully to perceived overall value.

Neuberger Berman Insights

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The Company
HQ: New York, NY
2,667 Employees
Year Founded: 1939

What We Do

Neuberger Berman, founded in 1939, is a private, independent, employee-owned investment manager. The firm manages a range of strategies—including equity, fixed income, quantitative and multi-asset class, private equity, real estate and hedge funds—on behalf of institutions, advisors and individual investors globally. With offices in 25 countries, Neuberger Berman’s diverse team has over 2,400 professionals. For eight consecutive years, the company has been named first or second in Pensions & Investments Best Places to Work in Money Management survey (among those with 1,000 employees or more). In 2020, the PRI named Neuberger Berman a Leader, a designation awarded to fewer than 1% of investment firms for excellence in Environmental, Social and Governance (ESG) practices. The PRI also awarded Neuberger Berman an A+ in every eligible category for our approach to ESG integration across asset classes. For important disclosures: http://www.nb.com/linkedin

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