Investment Support Specialist

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

Job summary

Career Launch AI in New York, NY is seeking an Investment Support Specialist to assist investment teams across the lifecycle, including transaction processing, portfolio monitoring, and performance reporting.

The role emphasizes strong analytical abilities, meticulous attention to detail, and the ability to manage multiple investment workflows while coordinating with internal and external partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field.
• Familiarity with investment operations, portfolio management, or transaction support.
• Strong organizational, analytical, and multitasking skills with high attention to detail.
• Proficiency in Excel; experience with investment reporting, dashboards, or workflow systems is a plus.
• Ability to work in a fast-paced, deadline-driven environment.

Responsibilities

• Support the execution and documentation of investment transactions
• Assist with portfolio monitoring, cash flow tracking, and P&L reporting
• Maintain investment and deal tracking systems, dashboards, and reports
• Ensure accuracy, compliance, and timely completion of all investment-related activities
• Coordinate with internal teams (legal, finance, operations) and external counterparties to facilitate smooth execution of investment activities
• Identify process inefficiencies, potential risks, or workflow gaps and recommend improvements
• Prepare daily, weekly, and ad-hoc investment reports for management and investment teams
• Support post-investment activities, including audit support, documentation filing, and reconciliation

Skills

Analytical skills

Organizational skills

Attention to detail

Multitasking

Communication skills

Excel proficiency

Education

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

Tools

Excel

Job description

Investment Support 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 Support Specialist position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investment operations, portfolio support, and transaction assistance.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, venture capital, real assets, credit), and investment strategies.

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

Position Overview

The Investment Support Specialist assists investment teams by managing operational and analytical tasks across the investment lifecycle. This includes supporting transaction processing, portfolio monitoring, reporting, and investment performance tracking.

The role requires strong analytical and organizational skills, attention to detail, and the ability to manage multiple investment workflows simultaneously. Collaboration with portfolio managers, investment analysts, finance, and operations teams is essential.

Key Responsibilities

Support the execution and documentation of investment transactions

Assist with portfolio monitoring, cash flow tracking, and P&L reporting

Maintain investment and deal tracking systems, dashboards, and reports

Ensure accuracy, compliance, and timely completion of all investment-related activities

Coordinate with internal teams (legal, finance, operations) and external counterparties to facilitate smooth execution of investment activities

Identify process inefficiencies, potential risks, or workflow gaps and recommend improvements

Prepare daily, weekly, and ad-hoc investment reports for management and investment teams

Support post-investment activities, including audit support, documentation filing, and reconciliation

Preferred Qualifications

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

Familiarity with investment operations, portfolio management, or transaction support

Strong organizational, analytical, and multitasking skills with high attention to detail

Proficiency in Excel; experience with investment reporting, dashboards, or workflow systems is a plus

Ability to work effectively in a fast-paced, deadline-driven environment

Clear written and verbal communication skills

Interest in investment operations, portfolio management, and financial workflows

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 portfolio teams

Interview preparation for investment operations, portfolio support, and transaction workflows

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