Portfolio Strategy Specialist

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

Job summary

Career Launch AI is seeking a Portfolio Strategy Specialist in New York, NY to support portfolio construction, asset allocation, and performance analysis. You will help refine long-term investment strategies and collaborate with portfolio managers, risk analytics, and strategy teams.

The role emphasizes design and optimization over day-to-day trading, with responsibilities spanning scenario analysis, diversification, and preparing materials for leadership committees.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics or related field.
• Strong analytical and quantitative skills with attention to detail.
• Interest in portfolio strategy, asset allocation, and investment management.

Responsibilities

• Support portfolio construction and asset allocation frameworks across strategies.
• Analyze portfolio performance, attribution, and diversification metrics.
• Conduct scenario analysis, stress testing, and downside risk assessments.
• Evaluate portfolio exposures and alignment with mandates.
• Develop analytical tools, models, and dashboards for portfolio insights.
• Prepare portfolio strategy materials for senior leadership and committees.

Skills

Analytical skills

Quantitative skills

Data synthesis

Portfolio strategy

Communication

Education

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, 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 Strategy 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 construction, asset allocation, performance analysis, and long-term investment strategy across public and private markets.

Actual openings may vary based on employer type, asset class mix, investment platform, and portfolio objectives.

Position Overview

Portfolio Strategy Specialists support investment and portfolio leadership by developing, analyzing, and refining portfolio-level strategies. The role emphasizes long-term portfolio design, diversification, and risk-return optimization, rather than day-to-day trading or execution.

These professionals work closely with portfolio managers, investment strategy teams, risk management, and analytics groups to ensure portfolios are aligned with strategic objectives and market conditions.

Key Responsibilities

• Support portfolio construction and asset allocation frameworks across strategies
• Analyze portfolio performance, attribution, and diversification metrics
• Conduct scenario analysis, stress testing, and downside risk assessments
• Evaluate portfolio exposures, concentration risks, and alignment with mandates
• Support rebalancing analysis and long-term portfolio optimization initiatives
• Monitor market trends and their implications for portfolio strategy
• Develop analytical tools, models, and dashboards for portfolio insights
• Prepare portfolio strategy materials for senior leadership and committees
• Assist with portfolio reviews and strategic allocation discussions

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong interest in portfolio strategy, asset allocation, and investment management
• Solid understanding of portfolio theory, diversification, and risk-return tradeoffs
• Experience or coursework in portfolio analytics, investment strategy, or risk analysis (preferred but not required)
• Strong analytical and quantitative skills with high attention to detail
• Proficiency in Excel and PowerPoint; familiarity with Python, R, or SQL is a plus
• Ability to synthesize data into strategic recommendations
• 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 strategy and analytics roles

Resume and profile optimization for portfolio and investment teams

Guidance on outreach to portfolio management and strategy groups

Interview preparation for portfolio strategy, asset allocation, and case-based assessments