Capital Optimization Specialist

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

Job summary

A financial services firm in New York is seeking a Capital Optimization Specialist to support investment teams by analyzing capital deployment and maximizing efficiency across portfolios. The role involves quantitative analysis, monitoring liquidity, and collaboration with finance and risk management teams. Candidates should have a Bachelor’s degree in finance or a related field and strong analytical skills. Proficiency in Excel is essential, and familiarity with Python or SQL is a plus.

Qualifications

• Bachelor's degree in a related field is required.
• Strong understanding of capital allocation and portfolio management.
• Experience with quantitative analysis or investment operations is preferred.

Responsibilities

• Analyze capital allocation and identify opportunities to optimize efficiency.
• Develop and maintain analytical tools, dashboards, and models.
• Conduct scenario and stress testing to evaluate capital adequacy.

Skills

Capital allocation

Financial modeling

Quantitative analysis

Analytical skills

Problem-solving

Collaboration

Education

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

Tools

Excel

Python

R

SQL

Job description

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 Optimization 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 roles focused on capital allocation, efficiency, and strategic optimization across investment portfolios and business units.

Actual openings may vary depending on asset class focus (e.g., private capital, equities, fixed income, alternative investments) and organizational strategy.

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

Position Overview

Capital Optimization Specialists support investment teams, portfolio managers, and operations teams by analyzing capital deployment, monitoring liquidity, and recommending strategies to maximize efficiency and risk‑adjusted returns. The role combines quantitative analysis, financial modeling, and strategic decision‑making to ensure capital is deployed effectively.

These roles often involve collaboration with finance, investment, and risk management teams to align capital allocation with organizational goals and investment strategies.

Key Responsibilities

• Analyze capital allocation and identify opportunities to optimize efficiency and returns
• Develop and maintain analytical tools, dashboards, and models to track capital utilization and performance
• Conduct scenario and stress testing to evaluate capital adequacy and liquidity needs
• Support capital planning, deployment, and rebalancing decisions
• Monitor portfolio and organizational exposures, P&L, and risk metrics
• Provide recommendations for capital optimization, cost reduction, and operational efficiency
• Collaborate with portfolio managers, analysts, and finance teams to align strategies with risk‑return objectives
• Prepare reports, presentations, and ad‑hoc analyses for senior management

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field
• Strong understanding of capital allocation, portfolio management, and financial modeling
• Experience with quantitative analysis, capital planning, or investment operations (preferred but not required)
• Advanced analytical and problem‑solving skills with high attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or capital management platforms is a plus
• Strong written and verbal communication skills for reporting and stakeholder presentations
• Ability to work collaboratively in a fast‑paced, high‑stakes environment
• Interest in capital strategy, optimization techniques, and operational efficiency