Investment Advisory Specialist

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

Job summary

A leading financial services firm is seeking an Investment Advisory Specialist in New York, NY. This role involves analyzing investment opportunities, advising on portfolio strategy, and collaborating with various teams to execute investment strategies. Candidates should have a Bachelor’s degree in a relevant field and strong analytical skills. Proficiency in Excel and PowerPoint, and experience with investment advisory roles will be advantageous. Compensation is competitive, with annual earnings between $140,000 and $185,000.

Qualifications

• Bachelor’s degree in a relevant field is required.
• Strong analytical and quantitative skills are essential.
• Experience in investment advisory or wealth management is a plus.

Responsibilities

• Assist in developing investment strategies for clients.
• Analyze market trends to support portfolio allocation decisions.
• Prepare investment reports and presentations for clients.
• Monitor portfolio performance and risk metrics.
• Conduct due diligence on investment opportunities.
• Maintain dashboards to track investment performance.

Skills

Analytical skills

Quantitative skills

Knowledge of investment strategies

Communication skills

Proficiency in Excel

Proficiency in PowerPoint

Education

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

Tools

Portfolio management software

Financial modeling 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 Investment 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 supporting investment advisory, portfolio management, and capital planning.

Actual openings may vary based on employer focus (private capital, asset management, wealth management, or institutional investment teams).

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

Position Overview

Investment Advisory Specialists support investment teams and clients by analyzing investment opportunities, advising on portfolio strategy, and assisting with fund and capital allocation. The role blends quantitative analysis, market research, and client advisory in a fast-paced investment environment.

These roles often involve collaboration with portfolio managers, client advisors, risk management, and operations teams to ensure accurate and timely execution of investment strategies.

Key Responsibilities

• Assist in developing investment strategies and portfolio recommendations for clients and institutional portfolios
• Analyze market trends, asset classes, and investment vehicles to support portfolio allocation decisions
• Prepare investment reports, presentations, and advisory materials for clients and internal stakeholders
• Monitor portfolio performance, risk metrics, and capital deployment activities
• Coordinate with operations, compliance, and legal teams to ensure investment processes and documentation are accurate
• Conduct due diligence on funds, private placements, and alternative investment opportunities
• Maintain dashboards and tools to track investment performance, allocations, and client reporting
• Identify opportunities to optimize portfolio outcomes and improve investment processes

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
• Knowledge of investment strategies, portfolio management, and capital markets
• Experience or coursework in investment advisory, private capital, wealth management, or corporate finance (preferred but not required)
• Strong analytical and quantitative skills with high attention to detail
• Proficiency in Excel and PowerPoint; familiarity with portfolio management software or financial modeling tools is a plus
• Excellent written and verbal communication skills
• Ability to work in a fast-paced, client-focused environment
• Interest in portfolio strategy, investment advisory, and capital planning

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

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