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 Optimization 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 focused on portfolio construction, asset allocation, and quantitative investment optimization.
Actual openings may vary based on employer type, investment strategy, asset class coverage (e.g., equities, fixed income, multi-asset, alternatives), and the level of quantitative sophistication.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Portfolio Optimization Analysts support portfolio managers and investment teams by developing and maintaining quantitative frameworks for portfolio construction, asset allocation, and risk management. The role blends financial theory, data analysis, and applied modeling to improve risk-adjusted returns and align portfolios with investment objectives and constraints.
These roles often involve close collaboration with portfolio managers, quantitative researchers, risk teams, and technology partners.
Key Responsibilities
Analyze portfolio performance, risk exposures, and return drivers across strategies
Develop and maintain portfolio optimization models incorporating risk, return, and constraint inputs
Support asset allocation decisions and rebalancing recommendations
Conduct scenario analysis, stress testing, and sensitivity analysis
Monitor factor exposures, correlations, and diversification benefits
Evaluate trade-offs between risk, return, liquidity, and transaction costs
Build and enhance analytical tools, dashboards, and reporting frameworks
Assist with portfolio construction, position sizing, and constraint management
Identify inefficiencies and optimization opportunities across portfolios
Prepare regular and ad-hoc portfolio analytics and recommendations for senior investment professionals
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
Strong foundation in portfolio theory, asset allocation, and risk management
Coursework or experience in optimization, statistics, or quantitative finance preferred
Advanced analytical and problem-solving skills with strong attention to detail
Proficiency in Excel; experience with Python, R, MATLAB, or SQL is a strong plus
Familiarity with factor models, covariance estimation, and optimization techniques
Ability to work effectively in fast-paced, data-driven environments
Strong written and verbal communication skills, with the ability to explain quantitative concepts clearly
Strong interest in portfolio construction, quantitative investing, and investment research
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 portfolio management and quantitative teams
Interview preparation for portfolio construction, quantitative, and investment analytics roles
To learn more or express interest in portfolio optimization and quantitative investing roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr
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 Optimization 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 focused on portfolio construction, asset allocation, and quantitative investment optimization.
Actual openings may vary based on employer type, investment strategy, asset class coverage (e.g., equities, fixed income, multi-asset, alternatives), and the level of quantitative sophistication.
For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/
Position Overview Portfolio Optimization Analysts support portfolio managers and investment teams by developing and maintaining quantitative frameworks for portfolio construction, asset allocation, and risk management. The role blends financial theory, data analysis, and applied modeling to improve risk-adjusted returns and align portfolios with investment objectives and constraints.
These roles often involve close collaboration with portfolio managers, quantitative researchers, risk teams, and technology partners.
Key Responsibilities
Analyze portfolio performance, risk exposures, and return drivers across strategies
Develop and maintain portfolio optimization models incorporating risk, return, and constraint inputs
Support asset allocation decisions and rebalancing recommendations
Conduct scenario analysis, stress testing, and sensitivity analysis
Monitor factor exposures, correlations, and diversification benefits
Evaluate trade-offs between risk, return, liquidity, and transaction costs
Build and enhance analytical tools, dashboards, and reporting frameworks
Assist with portfolio construction, position sizing, and constraint management
Identify inefficiencies and optimization opportunities across portfolios
Prepare regular and ad-hoc portfolio analytics and recommendations for senior investment professionals
Preferred Qualifications
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
Strong foundation in portfolio theory, asset allocation, and risk management
Coursework or experience in optimization, statistics, or quantitative finance preferred
Advanced analytical and problem-solving skills with strong attention to detail
Proficiency in Excel; experience with Python, R, MATLAB, or SQL is a strong plus
Familiarity with factor models, covariance estimation, and optimization techniques
Ability to work effectively in fast-paced, data-driven environments
Strong written and verbal communication skills, with the ability to explain quantitative concepts clearly
Strong interest in portfolio construction, quantitative investing, and investment research
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 portfolio management and quantitative teams
Interview preparation for portfolio construction, quantitative, and investment analytics roles
To learn more or express interest in portfolio optimization and quantitative investing roles, visit: https://www.careerlaunch.ai/
#J-18808-Ljbffr