Investment Strategist
Compensation
$165k – $185k /yr
Employment type
Full-time
Work setting
On-site
Location
New York, NY
Schedule
Day shift
Posted
Travel
Required
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Job overview
The Investment Strategist role is an onsite position based in New York, NY, with a salary range of $165,000–$185,000 per year. Neuberger is an independent, employee-owned global asset management firm. This role exists to support senior strategists and the Private Wealth organization through rigorous analysis, portfolio insights, and client-ready deliverables, contributing to comprehensive portfolio solutions and investment process improvements.
What you'll do
- Support Wealth Advisors in multi-asset portfolio construction
- evaluate and synthesize client information based on Asset Allocation Committee views
- present to client/prospect groups
- analyze data for client-facing content
- support strategic and training initiatives.
What we're looking for
- Education
- Bachelor's degree required; MBA, CFA, or other designations preferred.
- Experience
- 7-10+ years of industry experience in financial markets, investment research, or wealth management.
- Skills & competencies
- full-timeday shiftnew york nyneubergerinvestment strategistportfolio constructionwealth managementasset allocationseries 7series 66$165k-$185kno on-call
- Work arrangement
- Visa sponsorship: No
About the employer
Neuberger is hiring for this role. Industry: Periodical Publishers. Sector: 51.
Additional details
- Industry sector
- 51
- Industry
- Periodical Publishers
- Occupation code
- 13-1161.00
You'll be redirected to the employer's application page.
Listing ID: 3b31c47a-eba8-4856-8777-80f23ed649a0