Portfolio Advisory Associate

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

Job summary

A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment advisory teams. Key responsibilities include conducting quantitative analyses, preparing client presentations, and monitoring portfolios. Ideal candidates hold a Bachelor's degree in Finance, have strong analytical skills, and are proficient in Excel, with familiarity in tools like Bloomberg preferred. This is a full-time role within a dynamic and client-focused environment.

Qualifications

• Bachelor’s degree required in a relevant field.
• Strong analytical and detail-oriented mindset necessary.
• Experience in investment analysis or portfolio construction preferred.

Responsibilities

• Assist in preparing and reviewing portfolio performance reports.
• Conduct analysis of portfolio holdings and risk exposures.
• Support client onboarding and periodic portfolio review processes.

Skills

Analytical skills

Communication skills

Client engagement

Excel proficiency

Education

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

Tools

Excel

Bloomberg

Python

R

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 Portfolio Advisory Associate 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 that support portfolio management, investment advisory, and client-facing investment solutions.

Actual openings may vary based on employer type (asset manager, wealth management firm, private bank, or institutional investor), asset class focus (equities, fixed income, alternative investments, multi-asset), and investment strategy.

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

Position Overview

Portfolio Advisory Associates support portfolio managers and investment advisory teams by providing research, analysis, and operational support for client portfolios. The role blends quantitative analysis, portfolio monitoring, and investment insight delivery in a fast-paced, client-focused environment.

These roles involve close collaboration with portfolio managers, investment analysts, client advisors, and risk/compliance teams.

Key Responsibilities

• Assist in the preparation and review of portfolio performance reports and client-facing presentations
• Conduct quantitative and qualitative analysis of portfolio holdings, asset allocation, and risk exposures
• Support portfolio managers in monitoring and rebalancing portfolios according to investment guidelines
• Assist with due diligence on investment strategies, managers, and products
• Prepare market, sector, and asset-class analysis to inform investment decisions
• Monitor portfolios for adherence to mandates, restrictions, and compliance requirements
• Support client onboarding, reporting, and periodic portfolio review processes
• Collaborate with operations and risk teams to ensure data accuracy and smooth execution of investment decisions
• Identify opportunities to enhance portfolio processes, reporting, and client experience

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
• Strong understanding of portfolio management, asset allocation, and investment products
• Experience or coursework in investment analysis, portfolio construction, or wealth management (preferred but not required)
• Strong analytical skills with attention to detail
• Proficiency in Excel and portfolio analytics tools; familiarity with Python, R, SQL, or Bloomberg is a plus
• Ability to work effectively in a client-focused, fast-paced environment
• Strong written and verbal communication skillsInterest in investment strategy, portfolio advisory, and client engagement

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 portfolio management and advisory teams

Interview preparation for investment, portfolio analysis, and client advisory roles

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