Investment Strategist

Position Overview:

This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Teams clients by developing comprehensive portfolio solutions including the development of strategic asset allocation models and tactical asset allocation recommendations. The Investment Strategist will implement customized investment solutions for the Teams clients that leverage the institutional capabilities of the Firms Investment Strategy Group as well as the institutional knowledge of the Asset Allocation 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 Investment Strategist must have strong investment expertise and analytic skills as well as strong communication presentation and writing skills.

Primary Responsibilities:

• Leveraging the views established by the firms institutional asset management leadership to actively contribute to developing strategic and tactical asset allocation recommendations for private wealth clientele
• Driving process and provide investment expertise to build optimal portfolios
• Performing quantitative and qualitative analyses on investments topics; build models when necessary; and contributing to presentations white papers and articles
• Presenting regularly to existing clients and prospects

Experience & Skills Qualifications:

• A minimum of 8 years of experience constructing portfolios on behalf of HNW clients or institutions
• A comprehensive understanding of asset allocation portfolio construction and manager selection
• Proven ability to partner with Advisors to present consult and advise HNW clients to achieve their financial goals
• Keen understanding of the global macro environment the global economy and other factors that impact the success of investment management strategies
• Superior analytical and problem-solving skills
• Effective verbal and written communication skills
• Embrace and promote a culture of client focus excellence integrity and teamwork; effectively encouraging innovation and open dialogue
• Entrepreneurial spirit and strong work ethic
• SIE Series 7 and 66 licenses are required

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.

Compensation Details

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 Companys sole discretion unless and until paid and may be modified at the Companys sole discretion consistent with the law.

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