Emerging Portfolio Manager: Build & Optimize Portfolios

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

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.