Portfolio Optimization Specialist

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

Job summary

A financial services firm in New York seeks a Portfolio Optimization Specialist to analyze performance and optimize investment strategies. The ideal candidate will have a Bachelor's degree in Finance or a related field, strong quantitative analysis skills, and proficiency in Excel, with knowledge of Python or SQL a plus. Responsibilities include developing analytical tools and collaborating on portfolio strategies. This position offers an annual compensation between $140,000 and $185,000.

Qualifications

• Bachelor's degree in relevant field is required.
• Advanced analytical and modeling skills are essential.
• Strong attention to detail and communication skills necessary.

Responsibilities

• Analyze portfolio performance to improve risk-adjusted returns.
• Develop tools and models for optimization and scenario analysis.
• Collaborate with investment teams on strategy and decisions.

Skills

Portfolio management

Quantitative analysis

Risk-return optimization

Analytical tools development

Collaboration

Education

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

Tools

Excel

Python

R

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 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 roles focused on portfolio analysis, performance optimization, and investment strategy support.

Actual openings may vary depending on asset class focus (e.g., equities, fixed income, private capital, alternative investments) and investment strategy.

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

Position Overview

Portfolio Optimization Specialists support investment teams and portfolio managers by analyzing portfolio performance, assessing risk-return trade-offs, and implementing strategies to optimize portfolio efficiency and returns. The role combines quantitative analysis, strategic thinking, and operational execution to enhance portfolio outcomes.

These roles involve close collaboration with portfolio managers, investment analysts, risk management, and operations teams to ensure portfolios are aligned with strategic objectives and risk constraints.

Key Responsibilities

• Analyze portfolio performance and identify opportunities to improve risk-adjusted returns
• Develop and maintain analytical tools, dashboards, and models for portfolio optimization and scenario analysis
• Conduct asset allocation, diversification, and liquidity analysis across multiple portfolios
• Support portfolio rebalancing, capital deployment, and risk mitigation strategies
• Monitor portfolio exposures, P&L, and risk metrics, providing timely reports to investment teams
• Collaborate with portfolio managers and analysts on investment strategy and portfolio construction decisions
• Identify inefficiencies, anomalies, and optimization opportunities across portfolio holdings
• Prepare reports and presentations for senior management, clients, or internal stakeholders

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong understanding of portfolio management, asset allocation, and risk-return optimization
• Experience or coursework in investment analysis, quantitative finance, or portfolio optimization (preferred but not required)
• Advanced analytical and modeling skills with high attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or portfolio analytics platforms is a plus
• Strong written and verbal communication skills for reporting and stakeholder presentations
• Ability to work effectively in a collaborative, fast-paced environment
• Strong interest in portfolio strategy, optimization techniques, and investment performance

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 and investment teams

Interview preparation for portfolio management, optimization, and quantitative assessments

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