Fund Strategy Manager

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

Job summary

A financial services organization is seeking a Fund Strategy Manager in New York, NY. The role involves developing and implementing strategies to optimize portfolio performance, conducting market analysis, and collaborating with investment professionals. Ideal candidates should have a Bachelor's degree in Finance or a related field, strong analytical skills, and experience in investment funds. This full-time position offers between $140,000 and $185,000 total annual compensation.

Qualifications

• Bachelor’s degree in a relevant field.
• Strong understanding of investment funds and portfolio management.
• Advanced analytical skills with financial modeling.

Responsibilities

• Develop and implement fund-level strategies.
• Conduct market analysis and benchmarking.
• Monitor fund-level metrics and performance.

Skills

Strong analytical skills

Proficiency in financial modeling

Excellent communication skills

Experience in portfolio management

Education

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

Tools

Excel

PowerPoint

Data visualization tools

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 Strategy Manager 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 strategy, portfolio planning, and investment management.

Actual openings may vary based on employer needs, fund type (e.g., private equity, credit, real assets, hedge funds), and investment objectives.

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

Position Overview

The Fund Strategy Manager works closely with investment and portfolio teams to design, implement, and monitor strategic initiatives at the fund level. The role involves evaluating fund performance, optimizing capital deployment, and supporting strategic decision‑making for both existing and new investments.

This position requires collaboration with portfolio managers, fund executives, and other investment professionals to align fund strategy with organizational objectives, investor expectations, and market opportunities.

Key Responsibilities

Develop and implement fund-level strategies to optimize portfolio performance and capital allocation

Conduct research, market analysis, and fund performance benchmarking to support strategic initiatives

Monitor fund-level metrics including capital deployment, liquidity, and risk‑adjusted returns

Assist with portfolio construction, scenario modeling, and strategic planning for new fund launches or capital commitments

Prepare fund-level reporting, dashboards, and presentations for senior leadership and investment committees

Identify opportunities to improve fund performance, operational efficiency, and strategic positioning

Support fundraising, investor communications, and strategic advisory initiatives

Collaborate with cross‑functional teams to ensure fund strategy aligns with broader organizational goals

Preferred Qualifications

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

Strong understanding of investment funds, portfolio management, and capital markets

Experience in private equity, credit, real assets, hedge funds, or fund-level strategy (preferred but not required)

Advanced analytical skills, with proficiency in financial modeling and scenario analysis

Strong Excel, PowerPoint, and data visualization skills; familiarity with analytics tools a plus

Excellent communication, presentation, and interpersonal skills for internal and external stakeholders

Ability to manage multiple fund-level strategic initiatives in fast-paced environments

Strong interest in investment strategy, fund performance optimization, and capital allocation

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 teams and fund managers

Interview preparation for fund strategy, portfolio analysis, and investment decision‑making

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