PWM
Investment Strategist
New York, NY
Sponsorship not specified$165k-$185kDetected 13 days ago
AccessibilityExcelResearchLeadershipCommunicationProblem SolvingPublic SpeakingMicrosoft OfficeCFA
About the role
- Neuberger is an independent, employee-owned, global asset management firm, serving the financial needs of intermediary, institutional, and individual investors worldwide.
- Our broad capabilities include traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice, and wealth planning services.
- We offer a broad platform to accommodate the evolving needs of our clients.
Responsibilities
- Evaluate and synthesize client specific information to inform actionable portfolio implications, based on the firm's Asset Allocation Committee views; create implementation guidance and deliver recommendations to end clients based on the analysis
- Analyze and manipulate data with the goal of creating compelling client-facing and internal content (presentations, market updates, whitepapers, webinar materials, talking points, and training content) with a focus on developing repeatable templates and exhibits while ensuring high standards for accuracy, quality control, and data integrity
- Support team with ad-hoc projects and requests, which will include strategic and training initiatives for the Private Wealth organization
Requirements
- Direct portfolio construction and client experience with high-net-worth clients
- Series 7 and 66 licenses or ability to obtain
- 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.
- Candidate must have strong understanding of both public and private markets, asset allocation, and portfolio construction
- Candidate must be willing to travel as needed.
- Bachelor's degree required; MBA, CFA, and / or other designations preferred
- Strong problem-solving skills along with attention to detail
- 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
Nice to have
- Bachelor's degree required
- MBA, CFA, and / or other designations preferred
- 7-10+ years' industry experience required in financial markets, investment research. or wealth management (highly preferred)
Compensation
- The salary range for this role is $165,000-$185,000.
- This is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting.
- We may ultimately pay more or less than the posted range, and the range may be modified in the future.
- This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package.
- Note: No amount of pay is considered to be wages or compensation until such amount is earned, vested, and determinable.
- The amount and availability of any bonus, commission, production, or any other form of compensation that are allocable to a particular employee remains in the Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Benefits
- We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.
Company info
- The role partners with Wealth Advisors, Portfolio Managers, and the Neuberger Trust Company to help translate market and portfolio views into practical, implementable guidance across public and private markets.
Equal opportunity
- Neuberger is an equal opportunity employer.
- equal opportunity employer.
Visa & Work Authorization
- 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.
This listing is sourced directly from PWM's careers page and normalized into a canonical job model.