Investment Strategy Associate

Investment Strategy AssociateNeuberger 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.This wealth advisor team is seeking an Investment Strategy Associate to assist the Senior Investment Strategist who develops comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategy Associate will support the Senior Investment Strategist in day-to-day work across multi-asset public and private markets. The role combines rigorous analysis, portfolio insights, and the creation of client-ready deliverables. Success requires strong analytical and quantitative skills, exceptional attention to detail, and a willingness to learn across asset classes and investment vehicles.Primary Responsibilities:Partner with the Senior Investment Strategist to support customized multi-asset portfolio solutions, including strategic asset allocation reviews, portfolio construction analytics, and implementation considerationsConduct market, manager and portfolio research, and have ability to organize and analyze to synthesize findings into clear conclusions and recommendations. Communicate market views and outlooks to the wealth advisor team and clients progressivelyProduce client-ready materials including portfolio analyses, market updates, and investment insightsSupport private markets implementation by conducting detailed analysis of current holdings, asset allocation exposures, and liquidity / cash flow modelingMaintain and update the team's asset allocation, portfolio construction, and wealth simulation modelsExperience & Skills Qualifications:Bachelor's degree required3-6 years of relevant experience in financial markets, investment research, portfolio analytics, or wealth managementStrong analytical and problem-solving skills along with attention to detailExcellent written and verbal communication skills; ability to translate analysis into clear, actionable takeawaysStrong organizational skills, sound judgment, and ability to execute independently while collaborating effectively on a teamProficiency in Excel and PowerPoint; familiarity with market data platforms such as Bloomberg and / or FactSetProgress towards CFA designation or interest in obtaining preferredApplicants 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.Compensation DetailsThe salary range for this role is $135,000-$145,000. 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 range is only applicable for jobs to be performed in the job posting location. An employee's pay position within the salary range will be based on several factors including, but limited to, relevant education, qualifications, certifications, experience, skills, seniority, geographic location, business sector, performance, shift, travel requirements, sales or revenue-based metrics, market benchmarking data, any collective bargaining agreements, and business or organizational needs. This job is also eligible for a discretionary bonus, which, along with base salary and retirement contributions, is part of our total comprehensive package. We offer a comprehensive package of benefits including paid time off, medical/dental/vision insurance, retirement, life insurance and other benefits to eligible employees.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.