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 Strategy Analyst
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-career roles in portfolio management, investment strategy, and capital allocation. Actual openings may vary depending on employer focus, including equities, fixed income, private capital, alternatives, or multi-asset portfolios. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Portfolio Strategy Analysts support investment teams by conducting portfolio analysis, risk assessment, and strategic research to optimize performance and guide investment decisions. The role blends quantitative analysis, market research, and portfolio strategy in fast-paced investment environments. Analysts collaborate closely with portfolio managers, research teams, and risk management teams to enhance portfolio construction, evaluate opportunities, and monitor performance. Key Responsibilities
Conduct portfolio-level analysis to assess performance, risk exposures, and asset allocation Develop financial and analytical models to support portfolio strategy and scenario planning Analyze market trends, sector dynamics, and macroeconomic factors affecting portfolios Prepare presentations, reports, and investment recommendations for portfolio managers and senior leadership Build and maintain dashboards, data visualizations, and tools to monitor portfolio performance Support the identification of inefficiencies, opportunities, and potential optimizations in portfolio construction Assist with portfolio rebalancing, performance attribution, and risk management initiatives Collaborate across investment, research, and operations teams to ensure data integrity and strategic alignment Preferred Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field Strong understanding of financial markets, instruments, and portfolio management concepts Experience or coursework in portfolio analysis, asset allocation, or investment research (preferred but not required) Advanced analytical skills with strong attention to detail Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or other analytical tools is a plus Strong written and verbal communication skills Ability to manage multiple priorities in a fast-paced, time-sensitive environment Interest in portfolio strategy, investment analysis, and performance optimization 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 Resume and profile optimization Guidance on outreach to investment teams and hiring managers Interview preparation for portfolio strategy, investment analysis, and quantitative assessments To learn more or express interest in portfolio strategy roles, 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 Strategy Analyst
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-career roles in portfolio management, investment strategy, and capital allocation. Actual openings may vary depending on employer focus, including equities, fixed income, private capital, alternatives, or multi-asset portfolios. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/ Position Overview
Portfolio Strategy Analysts support investment teams by conducting portfolio analysis, risk assessment, and strategic research to optimize performance and guide investment decisions. The role blends quantitative analysis, market research, and portfolio strategy in fast-paced investment environments. Analysts collaborate closely with portfolio managers, research teams, and risk management teams to enhance portfolio construction, evaluate opportunities, and monitor performance. Key Responsibilities
Conduct portfolio-level analysis to assess performance, risk exposures, and asset allocation Develop financial and analytical models to support portfolio strategy and scenario planning Analyze market trends, sector dynamics, and macroeconomic factors affecting portfolios Prepare presentations, reports, and investment recommendations for portfolio managers and senior leadership Build and maintain dashboards, data visualizations, and tools to monitor portfolio performance Support the identification of inefficiencies, opportunities, and potential optimizations in portfolio construction Assist with portfolio rebalancing, performance attribution, and risk management initiatives Collaborate across investment, research, and operations teams to ensure data integrity and strategic alignment Preferred Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field Strong understanding of financial markets, instruments, and portfolio management concepts Experience or coursework in portfolio analysis, asset allocation, or investment research (preferred but not required) Advanced analytical skills with strong attention to detail Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or other analytical tools is a plus Strong written and verbal communication skills Ability to manage multiple priorities in a fast-paced, time-sensitive environment Interest in portfolio strategy, investment analysis, and performance optimization 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 Resume and profile optimization Guidance on outreach to investment teams and hiring managers Interview preparation for portfolio strategy, investment analysis, and quantitative assessments To learn more or express interest in portfolio strategy roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr