Fund Portfolio Strategist

Career Launch AI

New York, NY

JOB DETAILS
SALARY
$100,000–$150,000
LOCATION
New York, NY
POSTED
9 days ago

Fund Portfolio Strategist

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Asset Management / Investment Management / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)


About This Opportunity

This posting represents the type of Fund Portfolio Strategist roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive opportunities across asset management, fund management, private markets, and multi-asset investment platforms that may not appear on public job boards. This description reflects a typical early-career fund strategy role accessible through our network.

More information is available at careerlaunch.ai.


Representative Role Overview

An investment management firm or fund platform may seek a Fund Portfolio Strategist to support portfolio construction, asset allocation, and strategic analysis across one or more investment funds. The role focuses on fund-level strategy, performance monitoring, and risk analysis, working closely with portfolio managers, investment committees, and senior leadership.


Key Responsibilities

  • Support portfolio construction and asset allocation decisions at the fund level

  • Analyze fund performance, attribution, and risk metrics across strategies

  • Build and maintain portfolio and scenario analysis models

  • Conduct macro, market, and strategy-level research to inform portfolio decisions

  • Assist with rebalancing, capital deployment, and exposure management

  • Prepare portfolio reviews, strategy updates, and investment committee materials

  • Monitor portfolio risk, liquidity, and concentration limits

  • Collaborate with investment, risk, and operations teams to ensure accurate reporting


Desired Qualifications

  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related discipline

  • Strong analytical and quantitative skills with interest in portfolio strategy

  • Familiarity with asset allocation, risk management, and performance analysis concepts

  • Excellent written and verbal communication abilities

  • Ability to synthesize complex data into clear insights and recommendations

  • High attention to detail and strong organizational skills

  • Prior internship or experience in asset management, portfolio strategy, banking, consulting, or research is beneficial

  • Proficiency in Excel and PowerPoint; exposure to portfolio analytics tools (Bloomberg, FactSet, Morningstar, Barra) is a plus


Why This Posting Matters

This Fund Portfolio Strategist description reflects the types of opportunities available exclusively to Career Launch AI members, including:

  • Roles shared directly with Career Launch AI by asset managers and fund platforms

  • Opportunities not posted publicly

  • Warm introductions to portfolio managers and strategy teams

  • AI-supported job targeting and application support

  • Interview coaching and preparation

Career Launch AI members gain access to over 1,000+ curated roles across:

  • Asset & Investment Management

  • Portfolio Strategy & Asset Allocation

  • Hedge Funds, Private Credit & Alternatives

  • Risk & Quantitative Analysis

  • Strategy, Data & Operations

  • Technology & Product


How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:

  • AI-powered job application automation

  • Personalized recruiter outreach

  • Warm introductions to decision-makers

  • Sector-specific resume optimization

  • Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.


How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:
https://careerlaunch.ai/assessment

Once enrolled, members receive:

  • Access to the exclusive job board

  • Personalized recruiter outreach

  • Automated job applications

  • Coaching and interview preparation

  • Ongoing support until placement

About the Company

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Career Launch AI