Location:
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Investment Banking / Financial Services Experience Level:
Analyst / Early Career Compensation:
Competitive base salary + performance bonus (varies by employer) About This Opportunity
This posting represents the type of
Fund Strategy Specialist
roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role focused on
fund-level strategy, portfolio planning, and investment analysis . More information is available at careerlaunch.ai. Representative Role Overview
A leading private equity, venture capital, or investment management firm may seek a
Fund Strategy Specialist
to support
fund performance analysis, strategic planning, and investment decision-making . This role is ideal for candidates interested in
shaping fund-level strategies, evaluating portfolio opportunities, and supporting senior management in investment planning . Key Responsibilities
Analyze and report on fund
performance metrics, portfolio allocation, and risk/return profiles Conduct market, industry, and competitor research to
inform fund-level strategy Support senior leadership in
fund planning, capital allocation, and portfolio optimization Assist with
financial modeling, scenario analysis, and fund-level forecasting Prepare internal presentations, dashboards, and reports to communicate
strategic insights Collaborate with investment, operations, and finance teams to align
strategy with execution Identify opportunities for
process improvements and enhanced portfolio monitoring Desired Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong analytical, quantitative, and problem-solving abilities Experience with
financial modeling, portfolio analysis, or fund evaluation Excellent communication and presentation skills Ability to manage multiple strategic initiatives in a fast-paced environment Prior internship or full-time experience in finance, investment management, or consulting is beneficial Proficiency in Excel, PowerPoint, and financial research tools; familiarity with fund reporting platforms is a plus Why This Posting Matters
This
Fund Strategy Specialist
description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking & Corporate Finance Private Equity & Venture Capital Fund Operations & Strategy Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates
Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This
To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment
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New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Investment Banking / Financial Services Experience Level:
Analyst / Early Career Compensation:
Competitive base salary + performance bonus (varies by employer) About This Opportunity
This posting represents the type of
Fund Strategy Specialist
roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer. Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role focused on
fund-level strategy, portfolio planning, and investment analysis . More information is available at careerlaunch.ai. Representative Role Overview
A leading private equity, venture capital, or investment management firm may seek a
Fund Strategy Specialist
to support
fund performance analysis, strategic planning, and investment decision-making . This role is ideal for candidates interested in
shaping fund-level strategies, evaluating portfolio opportunities, and supporting senior management in investment planning . Key Responsibilities
Analyze and report on fund
performance metrics, portfolio allocation, and risk/return profiles Conduct market, industry, and competitor research to
inform fund-level strategy Support senior leadership in
fund planning, capital allocation, and portfolio optimization Assist with
financial modeling, scenario analysis, and fund-level forecasting Prepare internal presentations, dashboards, and reports to communicate
strategic insights Collaborate with investment, operations, and finance teams to align
strategy with execution Identify opportunities for
process improvements and enhanced portfolio monitoring Desired Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong analytical, quantitative, and problem-solving abilities Experience with
financial modeling, portfolio analysis, or fund evaluation Excellent communication and presentation skills Ability to manage multiple strategic initiatives in a fast-paced environment Prior internship or full-time experience in finance, investment management, or consulting is beneficial Proficiency in Excel, PowerPoint, and financial research tools; familiarity with fund reporting platforms is a plus Why This Posting Matters
This
Fund Strategy Specialist
description reflects the types of opportunities available exclusively to Career Launch AI members, including: Roles shared directly with Career Launch AI by employers Opportunities not posted publicly Warm introductions to hiring managers and recruiters AI-supported job targeting and application support Interview coaching and preparation Career Launch AI members gain access to over 1,000+ curated roles across: Investment Banking & Corporate Finance Private Equity & Venture Capital Fund Operations & Strategy Technology (FAANG-level and startups) Product Management Data, Operations, and more How Career Launch AI Helps Candidates
Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive: AI-powered job application automation Warm introductions to decision-makers Sector-specific resume optimization Interview preparation and ongoing support This posting is an example of the types of positions members may pursue through the platform. How to Access Opportunities Like This
To be considered for roles of this type, candidates must enroll in the Career Launch AI platform. Career Launch Assessment Link: https://careerlaunch.ai/assessment
#J-18808-Ljbffr