Portfolio Strategy Analyst

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

Job summary

An investment management company located in New York is seeking a Portfolio Strategy Analyst. In this role, you will conduct extensive portfolio analysis, assess risks, and support investment decisions using quantitative methods. The ideal candidate will have a Bachelor's degree in Finance or a related field, strong analytical skills, and proficiency in tools like Excel and PowerPoint. This position offers a competitive salary with total annual compensation ranging from $140,000 to $185,000.

Qualifications

• Bachelor’s degree in a related field.
• Strong understanding of financial markets and portfolio management.
• Advanced analytical skills with attention to detail.

Responsibilities

• Conduct portfolio-level analysis for performance and risk exposures.
• Develop financial models to support portfolio strategy.
• Analyze market trends affecting portfolios.

Skills

Portfolio analysis

Risk assessment

Market research

Analytical skills

Communication skills

Education

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

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 Strategy 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 in portfolio management, investment strategy, and capital allocation.

Actual openings may vary depending on employer focus, including equities, fixed income, private capital, alternatives, or multi-asset portfolios.

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

Position Overview

Portfolio Strategy Analysts support investment teams by conducting portfolio analysis, risk assessment, and strategic research to optimize performance and guide investment decisions.

The role blends quantitative analysis, market research, and portfolio strategy in fast-paced investment environments. Analysts collaborate closely with portfolio managers, research teams, and risk management teams to enhance portfolio construction, evaluate opportunities, and monitor performance.

Key Responsibilities

Conduct portfolio-level analysis to assess performance, risk exposures, and asset allocation

Develop financial and analytical models to support portfolio strategy and scenario planning

Analyze market trends, sector dynamics, and macroeconomic factors affecting portfolios

Prepare presentations, reports, and investment recommendations for portfolio managers and senior leadership

Build and maintain dashboards, data visualizations, and tools to monitor portfolio performance

Support the identification of inefficiencies, opportunities, and potential optimizations in portfolio construction

Assist with portfolio rebalancing, performance attribution, and risk management initiatives

Collaborate across investment, research, and operations teams to ensure data integrity and strategic alignment

Preferred Qualifications

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

Strong understanding of financial markets, instruments, and portfolio management concepts

Experience or coursework in portfolio analysis, asset allocation, or investment research (preferred but not required)

Advanced analytical skills with strong attention to detail

Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or other analytical tools is a plus

Strong written and verbal communication skills

Ability to manage multiple priorities in a fast-paced, time-sensitive environment

Interest in portfolio strategy, investment analysis, and performance optimization

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 investment teams and hiring managers

Interview preparation for portfolio strategy, investment analysis, and quantitative assessments

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