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Investment Strategist at Neuberger Berman - ApplyBlast

Investment Strategist

Neuberger Berman

20 days ago

4.0 on Glassdoor

New York, New York, United States

Hybrid

Full Time

Senior

0 applicants

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About this role

The Investment Strategist role at Neuberger Wealth supports a nearly $1 billion book of assets through rigorous analysis, portfolio insights, and client-ready deliverables. The position involves partnering with Wealth Advisors to build customized multi-asset portfolio solutions, synthesizing market views into actionable guidance, and presenting to high-net-worth clients and institutions. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly with clients and internal partners.

Responsibilities

Build customized multi-asset portfolio solutions aligned with client objectives
Synthesize client information and asset allocation views into actionable recommendations
Present to clients and prospects in one-on-one and group settings

Skills

Qualifications

MBACFA

About Neuberger Berman

nb.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

1939

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Neuberger 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.