Investment Advisory Analyst

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

Job summary

A leading talent network for investment roles is seeking an Investment Advisory Analyst in New York, NY. In this full-time role, you will support senior advisors and portfolio managers by analyzing client investment portfolios, conducting market research, and preparing performance reports. Ideal candidates possess a Bachelor's degree in Finance or related fields, and strong analytical skills. The role offers a compensation range of $140,000 – $185,000 annually, depending on experience.

Qualifications

• Strong understanding of investment principles and portfolio theory.
• Ability to manage multiple priorities in a deadline-driven environment.
• Demonstrated interest in investment advisory and long-term investing.

Responsibilities

• Support the development of client investment portfolios and model strategies.
• Analyze portfolio performance and risk exposures to benchmarks.
• Conduct market and asset-class research to support recommendations.
• Prepare client-ready materials including performance reports.
• Monitor portfolios for adherence to guidelines and risk limits.

Skills

Analytical skills

Quantitative skills

Communication skills

Attention to detail

Education

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

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 Investment Advisory Analyst 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-career roles supporting investment advisory, portfolio analysis, and client-focused investment solutions.

Actual openings may vary based on employer type (wealth management firms, asset managers, investment banks, registered investment advisors, family offices, or institutional consultants), client segment, and asset class focus.

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

Position Overview

Investment Advisory Analysts support senior advisors, portfolio managers, and investment teams in delivering customized investment strategies to clients. The role blends investment research, portfolio analysis, and client reporting, serving as a foundational analytical position within advisory and investment management organizations.

These roles typically involve close collaboration with advisors, portfolio managers, research teams, and risk and compliance professionals to ensure portfolios align with client objectives, risk tolerance, and market conditions.

Key Responsibilities

Support the development and maintenance of client investment portfolios and model strategies

Analyze portfolio performance, asset allocation, and risk exposures relative to benchmarks

Conduct market, macroeconomic, and asset-class research to support investment recommendations

Assist in portfolio construction, rebalancing, and implementation activities

Prepare client-ready materials, including performance reports, investment reviews, and portfolio commentary

Monitor portfolios for guideline adherence, risk limits, and suitability considerations

Support due diligence on investment products, funds, and managers

Respond to client and advisor inquiries with clear, data-driven insights

Assist with investment-related reporting, presentations, and ad-hoc analysis

Preferred Qualifications

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

Strong understanding of investment principles, portfolio theory, and financial markets

Exposure to asset allocation, investment products, and portfolio analytics (preferred)

Strong analytical and quantitative skills with attention to detail

Proficiency in Excel and PowerPoint; familiarity with Python, SQL, or financial databases is a plus

Ability to translate complex investment concepts into clear, client-friendly insights

Strong written and verbal communication skills

Ability to manage multiple priorities in a deadline-driven, client-focused environment

Demonstrated interest in investment advisory, portfolio management, and long-term investing

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 and investment teams

Interview preparation for investment advisory, portfolio management, and research roles

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