Investment Strategy Analyst

Neuberger Berman • New York, NY

1d • $90,000 - $100,000

About The Position

Private Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions. The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation (TAA) recommendations, portfolio construction, and risk management. The team also produces macro / market research and thought leadership and partners on product and platform development initiatives for the Private Wealth business. The Investment Strategy Analyst will support senior investment strategists 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.

Requirements

• Bachelor’s degree required
• 1-3 years of relevant experience in financial markets, investment research, portfolio analytics, or wealth management
• Strong analytical and problem-solving skills along with attention to detail
• Excellent written and verbal communication skills; ability to translate analysis into clear, actionable takeaways
• Strong organizational skills, sound judgment, and ability to execute independently while collaborating effectively on a team
• Proficiency in Excel and PowerPoint; familiarity with market data platforms such as Bloomberg and / or FactSet
• Neuberger Berman is unable to offer visa sponsorship for this position. Applicants must be authorized to work in the United States without the need for current or future sponsorship.

Responsibilities

• Partner with senior investment strategists 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 into clear conclusions and recommendations
• Produce client-ready materials including portfolio analyses, market updates, and investment insights
• Support private markets implementation by conducting detailed analysis of current holdings, asset allocation exposures, and liquidity / cash flow modeling
• Maintain and update the team’s asset allocation, portfolio construction, and wealth simulation models
• Respond to ad hoc analytical requests from the team and broader Private Wealth organization, including internal training and strategic initiatives

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level