reqspace
Start free trial →
N
Nb

Investment Strategist

New Yorkonsite$175K – $200K

Posted today · via Workday

See if I'm a fit →Tailor my resume for this role →Apply on Workday ↗

About this role

Neuberger Wealth oversees approximately $82 billion in assets for individuals, families, and charitable institutions across 40+ seasoned wealth and investment teams, with access to a deep breadth of customized investment solutions. The Investment Strategist supports a book of nearly $1 billion through rigorous analysis, portfolio insights, and client-ready deliverables. Working as a close partner to the Wealth Advisor and other members of the Wealth Advisor’s team, the Strategist translates market and portfolio views into practical, implementable guidance across public and private markets. Success requires strong analytical skills, exceptional attention to detail, and the ability to communicate clearly with clients and internal partners.…

Read the full description on Nb's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: less, teams

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in New York. We weight your proximity and willingness to relocate.

Score yourself on this role.
Free · no card · written explanation included
See if I'm a fit →

Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

lessteams

More at Nb

See all open jobs at Nb →