Location:
New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer) About This Posting
This job description represents a
sample Portfolio Performance Specialist position
commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on
portfolio performance monitoring, analytics, and optimization
across private capital, alternative investments, and multi-asset portfolios. Actual openings may vary based on employer type, asset class mix, portfolio strategy, and reporting requirements. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Portfolio Performance Specialists support investment and portfolio teams by
analyzing portfolio results, monitoring performance metrics, and ensuring alignment with investment objectives . The role emphasizes
performance attribution, benchmarking, and actionable insights
to drive portfolio strategy and reporting improvements. These professionals work closely with portfolio managers, strategy teams, operations, and analytics groups to maintain
accurate, timely, and insightful performance data
across investments and portfolios. Key Responsibilities
Monitor portfolio performance across asset classes, strategies, and individual investments Conduct performance attribution and variance analysis relative to benchmarks and targets Track risk-adjusted returns, contribution analysis, and other key performance metrics Support performance reporting for internal stakeholders, committees, and external investors Develop dashboards, models, and analytical tools for ongoing performance insights Identify performance trends, anomalies, and opportunities for optimization Collaborate with investment operations, accounting, and portfolio teams to ensure data accuracy Prepare detailed reports and presentations summarizing portfolio results and insights Support reviews of portfolio performance and facilitate discussions with leadership Assist in aligning portfolio outcomes with investment strategy and objectives Preferred Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong interest in portfolio performance, analytics, and investment management Understanding of portfolio theory, risk-adjusted returns, and performance attribution Experience or coursework in investment analytics, portfolio reporting, or financial modeling (preferred but not required) Advanced analytical and quantitative skills with attention to detail Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or portfolio software is a plus Ability to manage multiple performance reporting timelines Clear written and verbal communication skills Collaborative mindset with strong organizational skills About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for portfolio performance, analytics, and reporting roles Resume and profile optimization for investment and portfolio teams Guidance on outreach to portfolio management, operations, and analytics groups Interview preparation for portfolio performance, reporting, and analytical assessments To learn more or express interest in portfolio performance opportunities, visit: https://www.careerlaunch.ai/
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New York, NY Employment Type:
Full-Time Estimated Compensation: $140,000 – $185,000 total annual compensation
(varies by employer) About This Posting
This job description represents a
sample Portfolio Performance Specialist position
commonly found through the
Career Launch AI Talent Network . It is intended to help job seekers understand the responsibilities and qualifications typically associated with early- to mid-career roles focused on
portfolio performance monitoring, analytics, and optimization
across private capital, alternative investments, and multi-asset portfolios. Actual openings may vary based on employer type, asset class mix, portfolio strategy, and reporting requirements. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Portfolio Performance Specialists support investment and portfolio teams by
analyzing portfolio results, monitoring performance metrics, and ensuring alignment with investment objectives . The role emphasizes
performance attribution, benchmarking, and actionable insights
to drive portfolio strategy and reporting improvements. These professionals work closely with portfolio managers, strategy teams, operations, and analytics groups to maintain
accurate, timely, and insightful performance data
across investments and portfolios. Key Responsibilities
Monitor portfolio performance across asset classes, strategies, and individual investments Conduct performance attribution and variance analysis relative to benchmarks and targets Track risk-adjusted returns, contribution analysis, and other key performance metrics Support performance reporting for internal stakeholders, committees, and external investors Develop dashboards, models, and analytical tools for ongoing performance insights Identify performance trends, anomalies, and opportunities for optimization Collaborate with investment operations, accounting, and portfolio teams to ensure data accuracy Prepare detailed reports and presentations summarizing portfolio results and insights Support reviews of portfolio performance and facilitate discussions with leadership Assist in aligning portfolio outcomes with investment strategy and objectives Preferred Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field Strong interest in portfolio performance, analytics, and investment management Understanding of portfolio theory, risk-adjusted returns, and performance attribution Experience or coursework in investment analytics, portfolio reporting, or financial modeling (preferred but not required) Advanced analytical and quantitative skills with attention to detail Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or portfolio software is a plus Ability to manage multiple performance reporting timelines Clear written and verbal communication skills Collaborative mindset with strong organizational skills About the Career Launch AI Talent Network
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through: Skills-based role matching for portfolio performance, analytics, and reporting roles Resume and profile optimization for investment and portfolio teams Guidance on outreach to portfolio management, operations, and analytics groups Interview preparation for portfolio performance, reporting, and analytical assessments To learn more or express interest in portfolio performance opportunities, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr