Investment Strategist

Neuberger Berman Group

New York, NY, United States
Base: $160,000-$200,000; bonus/equity: discretiona...
On-site
Strategic asset allocation models
Tactical asset allocation recommendations
Portfolio construction for hnw clients
This role leads the investment process for the Team’s clients by developing comprehensive portfolio solutions

Job Summary

  • This role leads the investment process for the Team’s clients by developing comprehensive portfolio solutions.
  • 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.
  • 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 communication views on market outlook broadly.

Matching Summary

This role leads the investment process for the Team’s clients by developing comprehensive portfolio solutions.

Salary

Base: $160,000-$200,000; Bonus/Equity: Discretionary bonus; Benefits: Paid time off, medical/dental/vision insurance, retirement, life insurance

Skills & Requirements

Must-have

  • Strategic asset allocation models
  • Tactical asset allocation recommendations
  • Portfolio construction for HNW clients
  • Global macro environment understanding
  • Quantitative and qualitative analysis

Nice-to-have

  • Client focus and teamwork culture
  • Innovation and open dialogue
  • Entrepreneurial spirit
  • Strong work ethic

Key Requirements

  • 8 years of experience constructing portfolios
  • SIE, Series 7 and 66 licenses

Work Rights

Authorized to work in the United States

Tailored Resume

Cover Letter