Investment Strategist

Position Overview

This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team’s clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Team’s clients that leverage the institutional capabilities of the Firm’s Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee.

The Investment Strategist should have a proven track record of developing customized portfolio solutions for clients by utilizing both proprietary and third‑party managers, as well as communicating views on market outlook broadly. The Investment Strategist must have strong investment expertise and analytic skills, as well as strong communication, presentation and writing skills.

• Leverage the views established by the firm’s institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele.
• Drive the investment process and provide investment expertise to build optimal portfolios.
• Perform quantitative and qualitative analyses on investment topics; build models when necessary; and contribute to presentations, white papers and articles.
• Present regularly to existing clients and prospects.

• Minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions.
• Comprehensive understanding of asset allocation, portfolio construction and manager selection.
• Proven ability to partner with Advisors to present, consult and advise HNW clients to achieve their financial goals.
• Strong grasp of the global macro environment, the global economy and other factors that impact investment management strategies.
• Superior analytical and problem‑solving skills.
• Effective verbal and written communication skills.
• Commitment to client focus, excellence, integrity and teamwork, encouraging innovation and open dialogue.
• Entrepreneurial spirit and strong work ethic.
• Required licenses: SIE, Series 7, and 66.
• Applicants must be authorized and have the right to work in the country where the role is located without the need for current or future sponsorship.

The salary range for this role is $170,000–$200,000. This range may be modified in the future. The role is also eligible for a discretionary bonus. The total compensation package includes base salary, possible bonus, retirement contributions and a comprehensive benefit plan.

Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations.