Investment Insights Specialist

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

Job summary

A leading investment analytics firm in New York is seeking an Investment Insights Specialist to provide data-driven insights and analyze portfolio performance. This role supports investment teams by producing reports and recommendations that guide strategic decision-making. The ideal candidate will possess a Bachelor's degree in finance or a related field, with advanced analytical skills and proficiency in Excel. This full-time position offers a competitive salary range of $140,000 to $185,000 depending on experience and employer variations.

Qualifications

• Bachelor’s degree in a relevant field.
• Strong understanding of investment performance metrics.
• Experience or coursework in investment analytics is a plus.

Responsibilities

• Analyze investment performance across portfolios and asset classes.
• Build and enhance dashboards, reports, and analytics tools.
• Prepare investment reports for senior management and investors.

Skills

Analytical skills

Communication skills

Attention to detail

Data visualization

Education

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

Tools

Excel

Python

R

SQL

VBA

Job description

Investment Insights Specialist
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 Insights 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 early-career roles in investment analytics, performance monitoring, and reporting.

Actual openings may vary based on employer needs, asset class focus (e.g., equities, fixed income, private markets, alternatives), and reporting requirements.

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

Position Overview

Investment Insights Specialists support investment teams by providing data-driven insights, analyzing portfolio and fund performance, and producing reports that guide strategic decision-making. The role combines quantitative analysis, market awareness, and clear communication to deliver actionable recommendations to portfolio managers, executives, and other stakeholders.

This position often involves collaboration with portfolio managers, research analysts, risk teams, and investor relations teams.

Key Responsibilities

• Analyze investment performance across portfolios, asset classes, and strategies, including attribution and risk-adjusted returns
• Build, maintain, and enhance dashboards, reports, and analytics tools to communicate insights effectively
• Track portfolio metrics such as exposures, allocations, and performance trends
• Reconcile, validate, and aggregate investment data from internal and external sources
• Prepare daily, weekly, monthly, and ad-hoc investment reports for senior management, investors, and internal teams
• Conduct scenario analysis, forecasting, and performance benchmarking
• Identify patterns, anomalies, and opportunities to improve portfolio outcomes
• Collaborate with cross-functional teams to streamline reporting, enhance insights, and improve data quality

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field
• Strong understanding of investment performance metrics, portfolio management, and reporting
• Experience or coursework in investment analytics, performance attribution, or financial modeling (preferred but not required)
• Advanced analytical skills with strong attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
• Ability to work in a fast-paced, detail-oriented environment
• Clear written and verbal communication skills
• Strong interest in investment performance, portfolio insights, and strategic decision-making

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 hiring managers

Interview preparation for investment analytics, portfolio insights, and quantitative assessments

To learn more or express interest in investment analytics and portfolio insight roles, visit:
https://www.careerlaunch.ai/