Portfolio Monitoring Specialist

Career Launch AI; New York (NY); Vor Ort; USD 140.000 - 185.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Analytical skills

Communication skills

Excel

PowerPoint

Problem solving

Ausbildung

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

Tools

Database tools

Financial software

Jobbeschreibung

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 Monitoring 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- to mid-career roles focused on portfolio performance tracking, risk monitoring, and reporting across private and alternative investment portfolios.

Actual openings may vary based on employer type, asset class mix, portfolio size, and investment strategy.

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

Position Overview

Portfolio Monitoring Specialists support investment and portfolio teams by tracking portfolio performance, monitoring exposures, and ensuring alignment with investment objectives. The role emphasizes data-driven oversight, performance measurement, and reporting, rather than trading or real-time market execution.

These professionals collaborate closely with portfolio managers, investment operations, risk teams, and analytics groups to maintain accurate, timely, and actionable portfolio information.

Key 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

Preferred 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

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 for portfolio monitoring, operations, and analytics roles

Resume and profile optimization for investment and portfolio teams

Guidance on outreach to portfolio management, operations, and risk groups

Interview preparation for portfolio monitoring, reporting, and analytics assessments

To learn more or express interest in portfolio monitoring opportunities, visit:
https://www.careerlaunch.ai/