Portfolio Performance Specialist

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A financial services company seeks a Portfolio Performance Specialist to support investment teams by analyzing portfolio performance and providing actionable insights. Responsibilities include monitoring performance across asset classes, conducting performance attribution, and preparing detailed reports. Ideal candidates will have a bachelor's degree in a related field, strong analytical skills, and proficiency in Excel. Opportunities exist for professionals interested in portfolio analytics and reporting within a collaborative environment.

Qualifications

• Strong interest in portfolio performance, analytics, and investment management.
• Understanding of portfolio theory, risk-adjusted returns, and performance attribution.
• Ability to manage multiple performance reporting timelines.

Responsibilities

• Monitor portfolio performance across asset classes and individual investments.
• Conduct performance attribution and variance analysis relative to benchmarks.
• Support performance reporting for internal stakeholders and external investors.

Skills

Analytical skills

Attention to detail

Communication skills

Collaboration

Education

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

Tools

Excel

PowerPoint

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 Performance 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 monitoring, analytics, and optimization across private capital, alternative investments, and multi-asset portfolios.

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

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

Position Overview

Portfolio Performance Specialists support investment and portfolio teams by analyzing portfolio results, monitoring performance metrics, and ensuring alignment with investment objectives. The role emphasizes performance attribution, benchmarking, and actionable insights to drive portfolio strategy and reporting improvements.

These professionals work closely with portfolio managers, strategy teams, operations, and analytics groups to maintain accurate, timely, and insightful performance data across investments and portfolios.

Key Responsibilities

• Monitor portfolio performance across asset classes, strategies, and individual investments
• Conduct performance attribution and variance analysis relative to benchmarks and targets
• Track risk-adjusted returns, contribution analysis, and other key performance metrics
• Support performance reporting for internal stakeholders, committees, and external investors
• Develop dashboards, models, and analytical tools for ongoing performance insights
• Identify performance trends, anomalies, and opportunities for optimization
• Collaborate with investment operations, accounting, and portfolio teams to ensure data accuracy
• Prepare detailed reports and presentations summarizing portfolio results and insights
• Support reviews of portfolio performance and facilitate discussions with leadership
• Assist in aligning portfolio outcomes with investment strategy and objectives

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
• Strong interest in portfolio performance, analytics, and investment management
• Understanding of portfolio theory, risk-adjusted returns, and performance attribution
• Experience or coursework in investment analytics, portfolio reporting, or financial modeling (preferred but not required)
• Advanced analytical and quantitative skills with attention to detail
• Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or portfolio software is a plus
• Ability to manage multiple performance reporting timelines
• Clear written and verbal communication skills
• Collaborative mindset with strong organizational skills

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 performance, analytics, and reporting roles
• Resume and profile optimization for investment and portfolio teams
• Guidance on outreach to portfolio management, operations, and analytics groups
• Interview preparation for portfolio performance, reporting, and analytical assessments

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