Investment Strategist

The Investment Strategist role supports senior strategists and the Private Wealth organization through rigorous analysis, portfolio insights, and client-ready deliverables. The role partners with Wealth Advisors, Portfolio Managers, and the Neuberger Berman Trust Company to help translate market and portfolio views into practical, implementable guidance across public and private markets.

Requirements

• Support Wealth Advisors in the construction of customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations
• Evaluate and synthesize client specific information to inform actionable portfolio implications, based on the firm’s Asset Allocation Committee views
• Frequent presentations to various client/prospect groups
• Analyze and manipulate data with the goal of creating compelling client-facing and internal content
• Support team with ad-hoc projects and requests

Benefits

• Paid time off
• Medical/dental/vision insurance
• Retirement
• Life insurance
• Other benefits