Investment Strategy Associate
Firm Overview:
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.
Business & Position Overview:
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 considerations
- Conduct market, manager and portfolio research, and have ability to organize and analyze to synthesize findings ...
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