Fund Portfolio Strategist: Asset Allocation & Insights
TEEMA Solutions Group, New York, New York, us, 10261
Location:
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Asset Management / Investment Management / 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 Portfolio Strategist
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 opportunities across asset management, fund management, private markets, and multi-asset investment platforms that may not appear on public job boards. This description reflects a typical early-career fund strategy role accessible through our network.
More information is available at
careerlaunch.ai .
Representative Role Overview An investment management firm or fund platform may seek a
Fund Portfolio Strategist
to support portfolio construction, asset allocation, and strategic analysis across one or more investment funds. The role focuses on
fund-level strategy, performance monitoring, and risk analysis , working closely with portfolio managers, investment committees, and senior leadership.
Key Responsibilities
Support portfolio construction and asset allocation decisions at the fund level
Analyze fund performance, attribution, and risk metrics across strategies
Build and maintain portfolio and scenario analysis models
Conduct macro, market, and strategy-level research to inform portfolio decisions
Assist with rebalancing, capital deployment, and exposure management
Prepare portfolio reviews, strategy updates, and investment committee materials
Monitor portfolio risk, liquidity, and concentration limits
Collaborate with investment, risk, and operations teams to ensure accurate reporting
Desired Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related discipline
Strong analytical and quantitative skills with interest in portfolio strategy
Familiarity with asset allocation, risk management, and performance analysis concepts
Excellent written and verbal communication abilities
Ability to synthesize complex data into clear insights and recommendations
High attention to detail and strong organizational skills
Prior internship or experience in asset management, portfolio strategy, banking, consulting, or research is beneficial
Proficiency in Excel and PowerPoint; exposure to portfolio analytics tools (Bloomberg, FactSet, Morningstar, Barra) is a plus
Why This Posting Matters This
Fund Portfolio Strategist
description reflects the types of opportunities available exclusively to Career Launch AI members, including:
Roles shared directly with Career Launch AI by asset managers and fund platforms
Opportunities not posted publicly
Warm introductions to portfolio managers and strategy teams
AI-supported job targeting and application support
Interview coaching and preparation
Career Launch AI members gain access to over
1,000+ curated roles
across:
Asset & Investment Management
Hedge Funds, Private Credit & Alternatives
Strategy, Data & Operations
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
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Asset Management / Investment Management / 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 Portfolio Strategist
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 opportunities across asset management, fund management, private markets, and multi-asset investment platforms that may not appear on public job boards. This description reflects a typical early-career fund strategy role accessible through our network.
More information is available at
careerlaunch.ai .
Representative Role Overview An investment management firm or fund platform may seek a
Fund Portfolio Strategist
to support portfolio construction, asset allocation, and strategic analysis across one or more investment funds. The role focuses on
fund-level strategy, performance monitoring, and risk analysis , working closely with portfolio managers, investment committees, and senior leadership.
Key Responsibilities
Support portfolio construction and asset allocation decisions at the fund level
Analyze fund performance, attribution, and risk metrics across strategies
Build and maintain portfolio and scenario analysis models
Conduct macro, market, and strategy-level research to inform portfolio decisions
Assist with rebalancing, capital deployment, and exposure management
Prepare portfolio reviews, strategy updates, and investment committee materials
Monitor portfolio risk, liquidity, and concentration limits
Collaborate with investment, risk, and operations teams to ensure accurate reporting
Desired Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related discipline
Strong analytical and quantitative skills with interest in portfolio strategy
Familiarity with asset allocation, risk management, and performance analysis concepts
Excellent written and verbal communication abilities
Ability to synthesize complex data into clear insights and recommendations
High attention to detail and strong organizational skills
Prior internship or experience in asset management, portfolio strategy, banking, consulting, or research is beneficial
Proficiency in Excel and PowerPoint; exposure to portfolio analytics tools (Bloomberg, FactSet, Morningstar, Barra) is a plus
Why This Posting Matters This
Fund Portfolio Strategist
description reflects the types of opportunities available exclusively to Career Launch AI members, including:
Roles shared directly with Career Launch AI by asset managers and fund platforms
Opportunities not posted publicly
Warm introductions to portfolio managers and strategy teams
AI-supported job targeting and application support
Interview coaching and preparation
Career Launch AI members gain access to over
1,000+ curated roles
across:
Asset & Investment Management
Hedge Funds, Private Credit & Alternatives
Strategy, Data & Operations
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