Fund Advisory Specialist

Career Launch AI; New York (NY); Sur place; USD 140 000 - 185 000; Plein temps

Résumé du poste

A financial advisory firm based in New York is seeking a Fund Advisory Specialist. This role requires advising fund managers on strategy and optimization while supporting fund operations and governance. Candidates should have a Bachelor’s degree in Finance or a related field, along with strong analytical and communication skills. Proficiency in Excel and financial modeling is essential. This full-time position offers a competitive salary range from $140,000 to $185,000 annually.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Strong analytical skills with high attention to detail.
• Excellent written and verbal communication skills.

Responsabilités

• Advise fund managers on fund strategy and capital deployment.
• Conduct portfolio‑level analysis, including performance tracking.
• Prepare client‑facing materials, including fund performance reports.

Connaissances

Analytical skills

Attention to detail

Communication skills

Formation

Bachelor’s degree in Finance or related field

Outils

Excel

PowerPoint

Financial modeling

Description du poste

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 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 fund-level advisory, portfolio management support, and client advisory services.

Actual openings may vary depending on fund type (private equity, venture capital, hedge funds, or alternative investments) and client focus.

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

Position Overview

Fund Advisory Specialists support investment teams, fund managers, and institutional clients by providing advisory services related to fund operations, portfolio monitoring, and strategic capital deployment. The role blends analytical rigor, fund governance knowledge, and client‑facing advisory work in a fast‑paced investment environment.

These specialists collaborate with portfolio managers, operations teams, legal, and compliance professionals to enhance fund performance, optimize capital strategies, and support reporting and governance requirements.

Key Responsibilities

• Advise fund managers and clients on fund strategy, capital deployment, and portfolio optimization
• Conduct fund‑level and portfolio‑level analysis, including performance tracking, benchmarking, and risk assessment
• Develop and maintain dashboards, reports, and models to support fund performance, liquidity planning, and investor reporting
• Support fund governance and compliance initiatives, ensuring alignment with regulatory and internal policies
• Prepare client‑facing materials, including fund performance reports, investment memoranda, and strategic recommendations
• Collaborate with operations and finance teams to streamline fund processes and improve efficiency
• Identify risks, inefficiencies, and opportunities within fund operations and portfolio performance
• Assist in ad‑hoc projects related to fund structuring, reporting, or strategic initiatives

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Knowledge of fund structures, private capital markets, and portfolio management
• Experience or coursework in private equity, venture capital, hedge funds, or investment advisory (preferred but not required)
• Strong analytical skills with high attention to detail
• Proficiency in Excel, PowerPoint, and financial modeling; familiarity with fund administration or portfolio reporting systems is a plus
• Excellent written and verbal communication skills for client and internal presentations
• Ability to work effectively in a collaborative, fast‑paced environment
• Interest in fund strategy, capital planning, and investment advisory

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

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