Portfolio Specialist & Investor Relations - Global Hedge Fund - NY

Attribution Search; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

Attribution Search in New York seeks a Portfolio Specialist and Investor Relations professional to bridge research and sales. You will deliver high-quality reporting, portfolio- and market-level analyses, and investor communications.

This role blends data analysis with marketing responsibilities, providing due-diligence responses, client reports, and thought leadership content as part of a high-visibility team. Strong analytics and Python skills are essential.

Qualifications

• Experience in investment management, asset management, financial services, or a related field.
• Strong analytical and problem-solving abilities with foundation in quantitative/financial concepts (math, statistics, economics).
• Experience using Python for data analysis, reporting, or process automation.
• Familiarity with investment reporting, attribution, and performance analysis.

Responsibilities

• Produce portfolio-level analytics and simulations to support sales efforts.
• Provide competitor and market positioning insights for senior leadership.
• Analyze performance, flows, fundraising trends, and investor demographics by region.
• Create investor-facing write-ups, reports, and thought leadership content.
• Respond to due diligence requests from clients and prospects with thorough analyses.
• Deliver end-to-end client reports and presentation materials.
• Design and enhance automated analytics and reporting workflows.

Skills

Investment analytics

Quantitative analysis

Python for data analysis

Investment reporting & attribution

Job description

A leading Tier 1 Multi Billion Hedge Fund is hiring for a newly created Portfolio Specialist and Investor Relations position in New York - a rare opportunity that blends data analysis and marketing, acting as the bridge between research and sales.

This person will support Research and Sales by delivering high-quality reporting and analysis

across fund data, market data, presentations, product simulations and competitor analysis.

What You'll Own

• Product simulations and portfolio-level analytics that support the sales effort
• Competitor and market positioning insight prepared for senior leadership
• Performance and attribution analysis, investment flows, fundraising trends, investor demographic, regional breakdown analysis.
• Identifying key players, competitor analysis, potential growth areas, or shifts in investor behaviour.
• Performance commentary, investor-facing write-ups, and thought leadership content
• Responses to investment due diligence requests from clients and prospects
• End-to-end production of client reports and presentation materials
• Design and improvement of automated analytics and reporting workflows.

Why This Role Stands Out

• High-visibility seat - your work is what leadership and prospective investors actually see
• Genuine ownership - a flat structure means progression is about scope, not tenure
• Real growth trajectory - join a firm with strong momentum and room to shape the role as it scales
• Technical, analytically-driven team - collaborate with a small, sharp group across investment, technology, and client functions

What We're Looking For

• Experience in investment management, asset management, financial services, or a related field
• Strong analytical and problem-solving ability, with a foundation in quantitative or financial concepts (financial mathematics, statistics, or economics)
• Experience using Python for data analysis, reporting, or process automation
• Familiarity with investment reporting, attribution, and performance analysis