Strategic Portfolio Architect

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

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.