Portfolio Analytics & Risk Monitoring 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 Monitoring Specialist in New York. The role focuses on tracking portfolio performance, monitoring exposures, and providing data-driven oversight to align with investment objectives. The position emphasizes reporting and analytics rather than trading activity.

Ideal candidates bring a finance background, strong analytical abilities, and proficiency with Excel/PowerPoint. Collaboration with risk, operations, and analytics teams is essential to succeed.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field.
• Strong interest in portfolio management, investment analytics, and performance monitoring.
• Foundational understanding of portfolio theory, risk management, and performance attribution.
• Experience or coursework in portfolio analytics, reporting, or investment operations (preferred but not required).
• Strong analytical, organizational, and problem-solving skills.
• Proficiency in Excel and PowerPoint; familiarity with database tools or financial software is a plus
• Ability to manage multiple portfolios and reporting timelines
• Clear written and verbal communication skills
• Detail-oriented with a collaborative, team-oriented mindset

Responsibilities

• Monitor portfolio positions, performance metrics, and asset-level exposures
• Track portfolio risk, diversification, and adherence to investment mandates
• Conduct performance attribution and variance analysis across strategies
• Assist with portfolio rebalancing and allocation adjustments
• Prepare periodic reports, dashboards, and performance summaries for senior stakeholders
• Support portfolio review meetings with data and analytical insights
• Maintain internal databases and tools for portfolio monitoring and analytics
• Identify trends, anomalies, or areas of concern in portfolio performance
• Collaborate with operations and accounting teams to ensure accurate position and cash tracking
• Provide analytical support for investment decision-making and reporting requirements

Skills

Analytical skills

Communication skills

Excel

PowerPoint

Problem solving

Education

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

Tools

Database tools

Financial software

Job description

Career Launch AI is seeking a Portfolio Monitoring Specialist in New York. The role focuses on tracking portfolio performance, monitoring exposures, and providing data-driven oversight to align with investment objectives. The position emphasizes reporting and analytics rather than trading activity.

Ideal candidates bring a finance background, strong analytical abilities, and proficiency with Excel/PowerPoint. Collaboration with risk, operations, and analytics teams is essential to succeed.