Portfolio Optimization Analyst

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

Job summary

A financial services firm is looking for a Portfolio Optimization Analyst to support portfolio managers by developing quantitative frameworks for portfolio construction and asset allocation. Responsibilities include analyzing portfolio performance, developing optimization models, and conducting risk assessments. Candidates should have a relevant degree and strong analytical skills. Proficiency in Excel and familiarity with programming languages is preferred. This role offers competitive compensation and an opportunity to work in a dynamic, data-driven environment.

Qualifications

• Strong foundation in portfolio theory and asset allocation.
• Experience in optimization, statistics, or quantitative finance is preferred.
• Ability to work effectively in fast-paced, data-driven environments.

Responsibilities

• Analyze portfolio performance and risk exposures across strategies.
• Develop and maintain portfolio optimization models.
• Support asset allocation decisions and conduct scenario analysis.

Skills

Analytical and problem-solving skills

Attention to detail

Communication skills

Interest in quantitative investing

Education

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

Tools

Excel

Python

R

MATLAB

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 Optimization Analyst 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 focused on portfolio construction, asset allocation, and quantitative investment optimization.

Actual openings may vary based on employer type, investment strategy, asset class coverage (e.g., equities, fixed income, multi-asset, alternatives), and the level of quantitative sophistication.

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

Position Overview

Portfolio Optimization Analysts support portfolio managers and investment teams by developing and maintaining quantitative frameworks for portfolio construction, asset allocation, and risk management. The role blends financial theory, data analysis, and applied modeling to improve risk-adjusted returns and align portfolios with investment objectives and constraints.

These roles often involve close collaboration with portfolio managers, quantitative researchers, risk teams, and technology partners.

Key Responsibilities

• Analyze portfolio performance, risk exposures, and return drivers across strategies
• Develop and maintain portfolio optimization models incorporating risk, return, and constraint inputs
• Support asset allocation decisions and rebalancing recommendations
• Conduct scenario analysis, stress testing, and sensitivity analysis
• Monitor factor exposures, correlations, and diversification benefits
• Evaluate trade-offs between risk, return, liquidity, and transaction costs
• Build and enhance analytical tools, dashboards, and reporting frameworks
• Assist with portfolio construction, position sizing, and constraint management
• Identify inefficiencies and optimization opportunities across portfolios
• Prepare regular and ad-hoc portfolio analytics and recommendations for senior investment professionals

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong foundation in portfolio theory, asset allocation, and risk management
• Coursework or experience in optimization, statistics, or quantitative finance preferred
• Advanced analytical and problem-solving skills with strong attention to detail
• Proficiency in Excel; experience with Python, R, MATLAB, or SQL is a strong plus
• Familiarity with factor models, covariance estimation, and optimization techniques
• Ability to work effectively in fast-paced, data-driven environments
• Strong written and verbal communication skills, with the ability to explain quantitative concepts clearly
• Strong interest in portfolio construction, quantitative investing, and investment research

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 quantitative teams
• Interview preparation for portfolio construction, quantitative, and investment analytics roles

To learn more or express interest in portfolio optimization and quantitative investing roles, visit:
https://www.careerlaunch.ai/