Location:
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Investment Banking / Asset 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
Senior Portfolio Advisory 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 roles spanning portfolio advisory, investment strategy, and client-facing analytics across banks, asset managers, and alternative investment firms. This description reflects a portfolio-focused advisory role accessible through our network for high-performing early-career professionals.
More information is available at careerlaunch.ai.
Representative Role Overview A leading investment bank, asset manager, or wealth and portfolio advisory platform may seek a
Senior Portfolio Advisory Specialist
to support portfolio analysis, investment strategy recommendations, and client advisory initiatives.
This role emphasizes portfolio construction, performance analysis, and strategic insights across asset classes. It is well-suited for candidates seeking exposure to advisory decision-making, institutional portfolios, and long-term investment strategy in a client-facing or internal advisory capacity.
Key Responsibilities
Analyze client or institutional portfolios across asset classes and investment strategies
Support portfolio construction, rebalancing, and risk-return optimization analyses
Build and maintain portfolio-level financial, performance, and scenario models
Conduct asset allocation, benchmarking, and peer analysis
Prepare advisory materials, portfolio reviews, and investment strategy presentations
Support senior advisors and portfolio managers with data-driven insights
Assist with due diligence on investment products, funds, and strategies
Monitor portfolio performance, market trends, and macroeconomic developments
Collaborate with investment, advisory, and client service teams
Desired Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong analytical skills with exposure to portfolio theory, asset allocation, and performance analysis
Understanding of public and/or private market investment strategies
Excellent quantitative, written, and verbal communication skills
Strong attention to detail and ability to synthesize complex data into actionable insights
Ability to manage multiple priorities in a fast-paced advisory environment
Prior internship or experience in asset management, investment banking, consulting, wealth management, or portfolio analytics is beneficial
Proficiency in Excel, PowerPoint, and financial research platforms
Why This Posting Matters This
Senior Portfolio Advisory Specialist
description reflects the types of advisory and strategy-oriented roles available exclusively to Career Launch AI members, including:
Roles shared directly by investment firms and advisory platforms
Opportunities not posted publicly
Warm introductions to portfolio managers, advisors, and hiring teams
AI-supported job targeting and application support
Interview coaching focused on portfolio strategy and advisory roles
Career Launch AI members gain access to over
1,000+ curated roles
across:
Asset & Wealth Management
Investment Banking
Private Equity & Venture Capital
Corporate Finance
Technology, Data, and Product
How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:
AI-powered job application automation
Personalized recruiter and advisor outreach
Warm introductions to decision-makers
Sector-specific resume and investment narrative optimization
Interview preparation and ongoing support
This posting is an example of the types of portfolio advisory 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
Access to the exclusive job board
Personalized outreach and warm introductions
#J-18808-Ljbffr
New York, NY (Hybrid) Employment Type:
Full-Time Industry:
Investment Banking / Asset 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
Senior Portfolio Advisory 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 roles spanning portfolio advisory, investment strategy, and client-facing analytics across banks, asset managers, and alternative investment firms. This description reflects a portfolio-focused advisory role accessible through our network for high-performing early-career professionals.
More information is available at careerlaunch.ai.
Representative Role Overview A leading investment bank, asset manager, or wealth and portfolio advisory platform may seek a
Senior Portfolio Advisory Specialist
to support portfolio analysis, investment strategy recommendations, and client advisory initiatives.
This role emphasizes portfolio construction, performance analysis, and strategic insights across asset classes. It is well-suited for candidates seeking exposure to advisory decision-making, institutional portfolios, and long-term investment strategy in a client-facing or internal advisory capacity.
Key Responsibilities
Analyze client or institutional portfolios across asset classes and investment strategies
Support portfolio construction, rebalancing, and risk-return optimization analyses
Build and maintain portfolio-level financial, performance, and scenario models
Conduct asset allocation, benchmarking, and peer analysis
Prepare advisory materials, portfolio reviews, and investment strategy presentations
Support senior advisors and portfolio managers with data-driven insights
Assist with due diligence on investment products, funds, and strategies
Monitor portfolio performance, market trends, and macroeconomic developments
Collaborate with investment, advisory, and client service teams
Desired Qualifications
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong analytical skills with exposure to portfolio theory, asset allocation, and performance analysis
Understanding of public and/or private market investment strategies
Excellent quantitative, written, and verbal communication skills
Strong attention to detail and ability to synthesize complex data into actionable insights
Ability to manage multiple priorities in a fast-paced advisory environment
Prior internship or experience in asset management, investment banking, consulting, wealth management, or portfolio analytics is beneficial
Proficiency in Excel, PowerPoint, and financial research platforms
Why This Posting Matters This
Senior Portfolio Advisory Specialist
description reflects the types of advisory and strategy-oriented roles available exclusively to Career Launch AI members, including:
Roles shared directly by investment firms and advisory platforms
Opportunities not posted publicly
Warm introductions to portfolio managers, advisors, and hiring teams
AI-supported job targeting and application support
Interview coaching focused on portfolio strategy and advisory roles
Career Launch AI members gain access to over
1,000+ curated roles
across:
Asset & Wealth Management
Investment Banking
Private Equity & Venture Capital
Corporate Finance
Technology, Data, and Product
How Career Launch AI Helps Candidates Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:
AI-powered job application automation
Personalized recruiter and advisor outreach
Warm introductions to decision-makers
Sector-specific resume and investment narrative optimization
Interview preparation and ongoing support
This posting is an example of the types of portfolio advisory 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
Access to the exclusive job board
Personalized outreach and warm introductions
#J-18808-Ljbffr