Portfolio Analytics & Insights Specialist

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

Job summary

Career Launch AI is seeking a Portfolio Insights Specialist in New York to support investment and portfolio management teams by delivering actionable insights, performance analysis, and reporting to guide decisions. The role emphasizes building dashboards, tracking key metrics, and collaborating with finance, risk, and investor relations to ensure timely, accurate insights for stakeholders.

The successful candidate has strong analytical skills, proficiency in Excel, and familiarity with

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field is required.
• Strong understanding of portfolio management and investment performance metrics is preferred.
• Experience with portfolio analytics or performance attribution is a plus.
• Advanced analytical skills with strong attention to detail.

Responsibilities

• Analyze portfolio performance across asset classes and strategies, including risk-adjusted returns and attribution.
• Build, maintain, and enhance dashboards, reports, and analytical tools for portfolio insights.
• Track and monitor key performance metrics, exposures, and capital allocations.
• Reconcile and validate portfolio data from multiple sources.
• Prepare daily, weekly, monthly, and ad-hoc portfolio reports for management and investors.
• Support scenario analysis, stress testing, and forecasting.
• Identify patterns, anomalies, and opportunities to inform decision-making.
• Collaborate with cross-functional teams to streamline reporting and analytics processes.

Skills

Analytical skills

Attention to detail

Communication skills

Portfolio analytics understanding

Education

Bachelor’s degree in Finance

Tools

Excel

Python

R

SQL

VBA

Job description

Career Launch AI is seeking a Portfolio Insights Specialist in New York to support investment and portfolio management teams by delivering actionable insights, performance analysis, and reporting to guide decisions. The role emphasizes building dashboards, tracking key metrics, and collaborating with finance, risk, and investor relations to ensure timely, accurate insights for stakeholders.

The successful candidate has strong analytical skills, proficiency in Excel, and familiarity with