Investment Strategist
Neuberger Berman(13 days ago)
About this role
A Wealth Advisor Investment Strategist at Neuberger Berman develops and implements investment strategies for high-net-worth clients, focusing on portfolio solutions and asset allocation. The role requires expertise in investment analysis and client communication, contributing to the firm's private wealth management services.
Required Skills
- Asset Allocation
- Portfolio Construction
- Manager Selection
- Investment Analysis
- Financial Modeling
- Market Outlook
- Client Presentation
- Macro Environment
- Quantitative Analysis
- Tactical Asset Allocation
Qualifications
- SIE
- Series 7
- Series 66
About Neuberger Berman
nb.comNeuberger Berman Group LLC is a private, independent, employee-owned investment management firm. The firm manages equities, fixed income, private equity and hedge fund portfolios for global institutional investors, advisors and high-net-worth individuals.
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