Assistant Portfolio Manager

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

Career Launch AI, based in New York, seeks an Assistant Portfolio Manager (Early-Career) to support senior teams in building and optimizing investment portfolios. The role heavily focuses on financial analysis, market research, risk assessment, and performance evaluation across asset classes.

You will collaborate with portfolio managers, researchers, risk teams, and traders to enable disciplined investment decisions.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Business, Engineering, or related field.
• Strong foundation in financial markets and portfolio theory.
• Experience in asset management, equity research, investment banking, consulting, or trading (preferred).
• Advanced analytical and quantitative skills with attention to detail.
• Proficiency in Excel and financial modeling; familiarity with Python, R, or SQL is a plus.
• Clear written and verbal communication skills.
• High interest in markets, investing and long-term capital allocation.

Responsibilities

• Assist in portfolio construction, rebalancing, and asset allocation decisions
• Analyze securities, sectors, and macroeconomic trends to support investment strategies
• Build and maintain financial models, performance attribution tools, and risk analytics
• Monitor portfolio performance relative to benchmarks and investment objectives
• Conduct market, industry, and company-specific research
• Support trade execution planning and coordination with trading teams
• Prepare investment memos, performance reports, and presentations for internal stakeholders
• Assist with portfolio risk management, scenario analysis, and stress testing

Skills

Analytical skills

Excel

Financial modeling

Python

R

SQL

Communication skills

Education

Bachelor’s degree in Finance, Economics, Mathematics, Business, Engineering, or related field

Tools

Excel

Python

R

SQL

Job description

Assistant Portfolio Manager (Early-Career) – Career Launch AI Talent Network

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 Assistant Portfolio Manager position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in portfolio management and investment strategy.

Actual openings may vary depending on employer needs and investment focus (e.g., public equities, fixed income, multi-asset, or alternative investments).

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

Assistant Portfolio Managers support senior portfolio managers in the construction, monitoring, and optimization of investment portfolios. The role involves financial analysis, market research, risk assessment, and performance evaluation across asset classes.

These roles often require close collaboration with portfolio managers, research analysts, risk teams, and trading desks to support disciplined investment decision-making.

Key Responsibilities

• Assist in portfolio construction, rebalancing, and asset allocation decisions
• Analyze securities, sectors, and macroeconomic trends to support investment strategies
• Build and maintain financial models, performance attribution tools, and risk analytics
• Monitor portfolio performance relative to benchmarks and investment objectives
• Conduct market, industry, and company-specific research
• Support trade execution planning and coordination with trading teams
• Prepare investment memos, performance reports, and presentations for internal stakeholders
• Assist with portfolio risk management, scenario analysis, and stress testing

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Business, Engineering, or a related field
• Strong foundation in financial markets, investments, and portfolio theory
• Experience in asset management, equity research, investment banking, consulting, or trading (preferred but not required)
• Advanced analytical and quantitative skills with strong attention to detail
• Proficiency in Excel and financial modeling; familiarity with Python, R, or SQL is a plus
• Clear written and verbal communication skills
• High interest in markets, investing, and long-term capital allocation

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 hiring managers and investment teams
• Interview preparation for investment, markets, and portfolio management roles

To learn more or express interest in portfolio management and investment roles, visit:
https://www.careerlaunch.ai/