Fund Strategy & Portfolio Advisory Specialist

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

Job summary

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.

Responsibilities

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

Skills

Analytical skills

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance or related field

Tools

Excel

PowerPoint

Financial modeling

Job description

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.