Portfolio Strategy Manager

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

Job summary

A financial services firm in New York is seeking a Portfolio Strategy Manager to work closely with portfolio managers and investment teams. This role involves analyzing portfolio positioning, evaluating strategy performance, and supporting portfolio construction decisions. Candidates should possess a background in finance or a related field, strong analytical skills, and proficiency in tools like Excel. This position offers an opportunity to optimize investment strategies and collaborate in a fast-paced investment environment.

Qualifications

• Strong understanding of portfolio construction, asset allocation, and risk management principles.
• Experience or coursework in investment strategy, portfolio analysis, or quantitative research preferred.
• Ability to synthesize complex data into actionable insights.

Responsibilities

• Analyze portfolio composition, positioning, and exposures across asset classes.
• Support portfolio construction and rebalancing decisions using quantitative analysis.
• Monitor portfolio performance, attribution, and risk metrics.

Skills

Portfolio construction

Risk management

Analytical skills

Attention to detail

Communication skills

Education

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

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 Strategy Manager 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 construction, strategy analysis, and investment decision support.

Actual openings may vary based on employer needs, asset class focus (e.g., equities, fixed income, multi‑asset, alternatives, private markets), investment style, and portfolio complexity.

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

Position Overview

Portfolio Strategy Managers work closely with portfolio managers and investment teams to analyze portfolio positioning, evaluate strategy performance, and support portfolio construction decisions. The role blends market analysis, quantitative insight, and strategic thinking to help optimize risk‑adjusted returns and align portfolios with investment objectives.

These roles often involve close collaboration with portfolio managers, research teams, risk management, trading, and investor‑facing teams.

Key Responsibilities

• Analyze portfolio composition, positioning, and exposures across asset classes and strategies
• Support portfolio construction and rebalancing decisions using quantitative and qualitative analysis
• Monitor portfolio performance, attribution, and risk metrics relative to benchmarks and objectives
• Evaluate market conditions, macro trends, and investment themes to inform strategy adjustments
• Develop and maintain portfolio analytics, dashboards, and scenario analysis tools
• Partner with trading and risk teams to assess implementation considerations and liquidity impacts
• Identify portfolio inefficiencies, concentration risks, and optimization opportunities
• Prepare investment strategy updates, performance summaries, and materials for senior leadership and investors
• Assist in the development of new strategies, mandates, or portfolio structures

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong understanding of portfolio construction, asset allocation, and risk management principles
• Experience or coursework in investment strategy, portfolio analysis, or quantitative research (preferred but not required)
• Advanced analytical and problem‑solving skills with strong attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or portfolio analytics platforms is a plus
• Ability to synthesize complex data into actionable insights
• Strong written and verbal communication skills
• Ability to operate effectively in fast‑paced, collaborative investment environments
• Strong interest in portfolio management, investment strategy, and capital markets

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 strategy teams
• Interview preparation for investment strategy, portfolio analysis, and risk‑focused roles

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