Portfolio 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

Portfolio 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 Portfolio 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 portfolio analytics, investment performance, and reporting.

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

Position Overview

Portfolio Insights Specialists support investment and portfolio management teams by providing actionable insights, analyzing portfolio-level metrics, and generating reports to guide strategic decisions. The role combines quantitative analysis, data visualization, and performance monitoring to help teams optimize portfolio outcomes and communicate results effectively to stakeholders.

This position involves close collaboration with portfolio managers, finance teams, risk management, and investor relations to ensure accurate, timely, and meaningful insights.

Key Responsibilities

• Analyze portfolio performance across multiple asset classes and strategies, including risk-adjusted returns, attribution, and trend analysis
• 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 internal and external sources
• Prepare daily, weekly, monthly, and ad-hoc portfolio reports for management, investors, and other stakeholders
• Support scenario analysis, stress testing, and forecasting to assess portfolio performance under varying conditions
• Identify patterns, anomalies, and opportunities in portfolio performance to inform decision-making
• Collaborate with cross-functional teams to streamline portfolio reporting and analytics processes

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related field
• Strong understanding of portfolio management, investment performance metrics, and financial reporting
• Experience or coursework in portfolio analytics, investment accounting, or performance attribution (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 fast-paced, detail-oriented environments
• Clear written and verbal communication skills
• Strong interest in investment performance, portfolio insights, and data-driven 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 and portfolio teams
• Interview preparation for portfolio analytics, investment performance, and quantitative assessments