Private Markets Strategist

Neuberger Wealth oversees approximately $81 billion in assets for individuals families and institutions. The Wealth Investment Strategy 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 contributes to macro/market research and thought leadership and partners on product and platform development initiatives for the Wealth business.

The Private Markets Strategist is a key contributor supporting the integration of private markets exposure into multi-asset class portfolios through rigorous analysis portfolio insights and client-ready deliverables. The candidate should develop a comprehensive understanding of Neubergers broad private markets platform and serve as a subject matter expert on a wide range of strategies across private equity private credit and real assets including their role in a diversified private markets allocation risk/return profile competitive landscape current opportunity set and key differentiators.

The Private Markets Strategist partners with Investment Strategists Wealth Advisors Relationship Managers Investment Teams and Marketing to translate market and portfolio views into practical implementable guidance across private markets. Success requires strong analytical skills exceptional attention to detail and the ability to communicate clearly and persuasively to internal and external audiences.

Responsibilities:

• Partner closely with Wealth Advisors and Relationship Managers to support fundraising efforts with a goal of increased saturation of private markets exposure across client portfolios

• Develop holistic guidance for integrating private market strategies into client portfolios in alignment with the return objectives risk tolerance liquidity constraints and tax considerations of a wide range of client types (high net worth and ultra-high net worth endowments foundations and pension plans)

• Leverage and maintain liquidity budgeting and commitment pacing models including cash flow forecasting (contributions distributions NAV growth) to manage J-curve exposure and maintain target private markets allocation over multi-year commitment cycles.

• Serve as subject matter expert across all relevant Neuberger private market-oriented strategies buyouts growth equity secondaries direct lending real estate etc.- including their risk/return drivers vintage-year dynamics current market positioning and emerging trends within the private markets landscape

• Present to various client/prospect groups (HNW intermediary institutional boards consultants etc.) in one-on-one and group settings. Candidate must be willing to travel as needed.

• Drive advisor engagement through the creation of compelling client-facing and internal content (presentations market updates whitepapers webinar materials talking points and training content)

Qualifications:

• Bachelors degree required; MBA CFA CAIA and/or other designations preferred

• 7-10 years industry experience required in financial markets investment research or wealth management

• Strong understanding of both public and private markets asset allocation and portfolio construction

• Direct experience in portfolio implementation for individual high net worth ultra-high net worth family office and institutional clients

• Strong problem-solving skills along with attention to detail

• Excellent written and oral communication skills

• Commitment to collaboration and team work; willingness to volunteer ideas and create analytical work beyond what is asked

• Proficiency in Microsoft PowerPoint Excel Preqin Pitchbook; working knowledge of current AI tools preferred

• Series 7 and 66 exams preferred

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Applicants 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 Details

The salary range for this role is $210000-$255000. 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 employees 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.

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