Investment Strategist

Description
Neuberger Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions.

The Investment Strategist supports a book of nearly $1 billion through rigorous analysis, portfolio insights, and client-ready deliverables. Working as a close partner to the Wealth Advisor and other members of the Wealth Advisor’s team, the Strategist translates market and portfolio views into practical, implementable guidance across public and private markets. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly with clients and internal partners.

Primary Responsibilities:

Partner with the Wealth Advisor to build customized multi-asset portfolio solutions aligned with client objectives, constraints, and implementation considerations
Synthesize client-specific information and the firm's Asset Allocation Committee views into actionable portfolio implications, implementation guidance, and recommendations, delivered to clients alongside the Wealth Advisor
Present to clients and prospects, primarily individuals, families, and select institutions, in one-on-one and group settings
Collaborate with Private Wealth investment, planning, tax, and trust specialists to ensure solutions are understood and integrated
Analyze and synthesize data to create clear, polished client-facing and internal content, including presentations, market updates, whitepapers, webinar materials, talking points, and training content
Build repeatable templates and exhibits while maintaining high standards for accuracy, quality control, and data integrity

Experience & Skills Qualifications:

Bachelor’s degree required; MBA, CFA, and/or other designations preferred
7+ years’ experience required in financial markets, investment research, or wealth management (highly preferred)
Strong public and private markets investment experience/exposure
Direct portfolio construction, asset allocation, and client experience with high-net-worth clients
Excellent written and verbal communication skills
Team player and willingness to volunteer ideas and create analytical work beyond what is asked
Proficient in Microsoft PowerPoint, Excel, and Bloomberg/FactSet
Series 7 and 66 or Series 7, 63, and 65 licenses or ability to obtain within 3-to-6-months
Willing to travel as needed