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Asset Allocation Strategist Jobs (NOW HIRING)

Neuberger Berman

Investment Strategist

New York, NY · On-site +1

$170K - $200K/yr

A comprehensive understanding of asset allocation, portfolio construction and manager selection ... strategies * Superior analytical and problem-solving skills * Effective verbal and written ...

Nb

Investment Strategist

New York, NY · On-site +1

$170K - $200K/yr

A comprehensive understanding of asset allocation, portfolio construction and manager selection ... strategies * Superior analytical and problem-solving skills * Effective verbal and written ...

Nb

Investment Strategist

New York, NY

$165K - $185K/yr

The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation ...

Neuberger Berman

Investment Strategist

New York, NY · On-site

$165K - $185K/yr

The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation ...

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Asset Allocation Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do asset allocation strategist jobs pay per year?

As of Jul 22, 2026, the average yearly pay for asset allocation strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What does an Asset Allocation Strategist do?

An Asset Allocation Strategist is responsible for developing and managing investment strategies that determine how assets are distributed across various asset classes, such as stocks, bonds, and alternative investments. Their primary goal is to optimize portfolio returns while managing risk, based on clients’ investment objectives and market conditions. They analyze economic trends, market data, and client needs to recommend appropriate asset mixes. Asset Allocation Strategists often work for investment firms, banks, or large institutional investors.

What are the key skills and qualifications needed to thrive as an Asset Allocation Strategist, and why are they important?

To thrive as an Asset Allocation Strategist, you need a strong background in finance, economics, quantitative analysis, and typically an advanced degree such as an MBA or CFA certification. Proficiency in portfolio management systems, statistical software (like MATLAB or R), and financial modeling tools is crucial. Outstanding analytical thinking, communication skills, and sound judgment help differentiate top performers in this role. These skills are vital for developing effective investment strategies, managing risk, and communicating recommendations to stakeholders in a dynamic market environment.

What is the difference between Asset Allocation Strategist vs Portfolio Analyst?

AspectAsset Allocation StrategistPortfolio Analyst
CredentialsCFP, CFA, or similar certifications often preferredCFA or related finance certifications common
Work EnvironmentStrategic planning, client advisory, investment policy developmentAnalyzing portfolio performance, risk assessment, reporting
Employer & IndustryAsset management firms, financial advisory firms, banksAsset management firms, investment firms, banks
Search & Comparison IntentUnderstanding strategic roles in asset allocationAnalyzing and optimizing investment portfolios

The main difference is that an Asset Allocation Strategist focuses on developing investment strategies and asset mix for clients or firms, while a Portfolio Analyst primarily analyzes existing portfolios to assess performance and risk. Both roles require financial certifications and are common in asset management and banking industries, but they serve different functions within the investment process.

How does an Asset Allocation Strategist typically collaborate with portfolio managers and analysts within an investment firm?

Asset Allocation Strategists work closely with portfolio managers and analysts to develop and implement investment strategies that align with clients' objectives and risk tolerance. They analyze macroeconomic trends, market data, and asset class performance, sharing insights and recommendations during regular team meetings. Effective collaboration ensures that strategic asset allocation decisions are well-informed and dynamically adjusted as market conditions change. This teamwork is essential to optimizing portfolio performance and meeting client goals.
More about Asset Allocation Strategist jobs
What job categories do people searching Asset Allocation Strategist jobs look for? The top searched job categories for Asset Allocation Strategist jobs are:
Asset Allocation Strategist jobs near you
Infographic showing various Asset Allocation Strategist job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.
Investment Strategist

Investment Strategist

Neuberger Berman

New York, NY • On-site, Remote

$170K - $200K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago

Job description

Position Overview:

This Wealth Advisor Team is seeking an Investment Strategist to lead the investment process for the Team's 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 Team's clients that leverage the institutional capabilities of the Firm's Investment Strategy Group as well as the institutional knowledge of the Asset Allocation Committee.The 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 broadly.The 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 firm's 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

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 $170,000-$200,000. 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.

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