Capital Metrics Specialist

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

Job summary

A leading investment analytics firm in New York is seeking a Capital Metrics Specialist to support investment, finance, and portfolio teams. The role involves analyzing capital deployment and performance metrics, building dashboards, and preparing key performance reports. Ideal candidates will hold a Bachelor's degree in finance or a related field, possess strong analytical skills, and be proficient in Excel. Experience in financial analysis is preferred. This is a full-time position offering a competitive salary range of $140,000 to $185,000.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Understanding of capital markets and portfolio management is essential.
• Advanced analytical skills with attention to detail needed.

Responsibilities

• Monitor and analyze capital deployment and investment metrics.
• Build and maintain dashboards for capital insights.
• Prepare capital reports for management and investor review.

Skills

Analytical skills

Attention to detail

Communication skills

Proficiency in Excel

Education

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

Tools

Excel

Python

R

SQL

VBA

Job description

Capital Metrics Specialist
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 Capital Metrics Specialist 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 investment analytics, capital management, and performance measurement.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, real estate, fixed income), and reporting structure.

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

Position Overview

Capital Metrics Specialists support investment, finance, and portfolio teams by analyzing capital deployment, performance metrics, and key investment indicators. The role blends quantitative analysis, capital monitoring, and reporting to provide actionable insights into fund performance, portfolio allocation, and investment strategy.

These roles often involve collaboration with portfolio managers, investment operations, finance teams, and risk management to ensure accurate reporting, transparency, and data-driven decision-making.

Key Responsibilities

Monitor and analyze capital deployment, liquidity, and investment metrics across portfolios and funds

Build and maintain dashboards, reports, and analytical tools for performance and capital insights

Assist in calculating key performance indicators (KPIs) such as IRR, MOIC, ROI, and cash flow metrics

Prepare daily, weekly, and monthly capital reports for management and investor review

Validate data integrity and reconcile capital movements with portfolio accounting systems

Support scenario analysis, stress testing, and investment performance simulations

Identify trends, anomalies, and opportunities in capital allocation and performance metrics

Collaborate with finance, operations, and investment teams to enhance reporting processes

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

Understanding of capital markets, investment performance metrics, and portfolio management

Experience or coursework in financial analysis, capital reporting, or investment analytics (preferred but not required)

Advanced analytical skills with strong attention to detail

Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus

Ability to work effectively in fast-paced, time-sensitive environments

Clear written and verbal communication skills

Strong interest in capital metrics, fund performance, and investment analysis

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, finance, and portfolio teams

Interview preparation for investment analytics, fund reporting, and quantitative assessments

To learn more or express interest in investment analytics and capital metrics roles, visit:
https://www.careerlaunch.ai/