Fund Advisory Associate

TEEMA Solutions Group; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial advisory firm in New York is seeking a Fund Advisory Associate to support senior advisors and portfolio managers. This role involves conducting fund research, performance analysis, and collaboration with investment teams. Ideal candidates should have a Bachelor's degree in Finance or a related field and strong analytical skills. Proficiency in Excel and PowerPoint is required, with familiarity in databases being a plus. Competitive compensation ranging from $140,000 to $185,000 is offered.

Qualifications

• Strong understanding of investment funds and asset management principles.
• Experience in investment research or manager due diligence is a plus.
• Ability to synthesize complex investment data into clear insights.

Responsibilities

• Conduct qualitative and quantitative analysis of investment funds.
• Monitor fund performance and assist in fund selection and due diligence.
• Prepare investment memos and collaborate with compliance teams.

Skills

Analytical skills

Client communication

Financial modeling

Attention to detail

Education

Bachelor’s degree in Finance, Economics, Business, Mathematics

Tools

Excel

PowerPoint

Python

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 Fund Advisory Associate 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- to mid-career roles supporting fund advisory, manager selection, and investment solutions.

Actual openings may vary based on employer type (asset manager, private equity firm, hedge fund, fund-of-funds, investment consultant, or advisory firm), fund strategy (public markets, private markets, alternatives), and client segment (institutional, family office, endowment, or high-net-worth).

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

Position Overview

Fund Advisory Associates support senior advisors, portfolio managers, and investment committees by conducting fund research, performance analysis, and portfolio monitoring across a range of investment strategies. The role blends analytical rigor with client- and investor-facing support, helping ensure fund recommendations align with client objectives, risk profiles, and market conditions.

These roles typically involve close collaboration with investment research teams, portfolio managers, client relationship managers, and risk and compliance professionals.

Key Responsibilities

• Conduct qualitative and quantitative analysis of investment funds, managers, and strategies
• Monitor fund performance, risk metrics, style drift, and benchmark comparisons
• Support fund selection, due diligence, and ongoing manager monitoring processes
• Prepare investment memos, fund reviews, and recommendations for internal committees and clients
• Assist in constructing and maintaining model portfolios, fund lineups, or advisory platforms
• Analyze asset allocation, diversification, liquidity, and portfolio-level risk exposures
• Support client reporting, presentations, and responses to investment-related inquiries
• Track capital flows, subscriptions, redemptions, and fund-level updates
• Collaborate with operations and compliance teams to ensure accurate implementation and reporting

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field
• Strong understanding of investment funds, asset management, and portfolio construction principles
• Familiarity with mutual funds, ETFs, hedge funds, private equity, or private credit structures (preferred)
• Experience or coursework in investment research, manager due diligence, or advisory services is a plus
• Strong analytical and financial modeling skills with attention to detail
• Proficiency in Excel and PowerPoint; familiarity with databases, Python, or SQL is a plus
• Ability to synthesize complex investment data into clear, actionable insightsStrong written and verbal communication skills
• Interest in fund research, investment advisory, and long-term portfolio strategy

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 advisory, research, and investment teams
• Interview preparation for fund advisory, investment research, and portfolio roles

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