Investment Strategy Analyst

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:

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.

Primary 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 andliquidity / cash flow modeling

• Maintain and update the teams asset allocation portfolio construction and wealth simulation models

• Respond toad hoc analytical requestsfrom the team and broader Private Wealth organization including internal training and strategic initiatives

Experience & Skills Qualifications:

• Bachelors 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 inExcel and PowerPoint; familiarity with market data platforms such asBloomberg and / or FactSet

• Series 7 and 66 licenses or ability to obtain

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.

Neuberger Berman 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. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process please contact .

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