New York, NY
Full time
R0012502
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 Neuberger's 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:
Bachelor's 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
LI-JG3
LI-Hybrid
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 $210,000-$255,000. 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 employee's 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.
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 Company's sole discretion unless and until paid and may be modified at the Company's sole discretion, consistent with the law.
Neuberger 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 onlineaccommodations@nb.com _.
Learn about the Applicant Privacy Notice (https://www.nb.com/en/global/disclosure-privacy-policy) ._
Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 790-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by Pensions & Investments as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
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