Fund Strategy Analyst

Fund Strategy Analyst

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 Fund 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 fund strategy, portfolio construction, and investment decision support.

Actual openings may vary based on employer type (e.g., asset managers, hedge funds, private equity firms, multi-asset platforms), fund strategy, and investment mandate.

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

Position Overview

Fund Strategy Analysts support investment leadership and portfolio managers by analyzing fund performance, evaluating strategic initiatives, and assisting with portfolio construction and capital allocation decisions. The role blends quantitative analysis, market research, and strategic thinking to help shape fund-level investment direction.

These roles often involve close collaboration with portfolio managers, investment committees, research teams, risk management, and investor relations.

Key Responsibilities

Analyze fund performance, portfolio attribution, and risk-adjusted returns across strategies
Support portfolio construction, asset allocation, and rebalancing analysis
Conduct market, macroeconomic, and asset-class research to inform strategy decisions
Evaluate new investment strategies, products, or fund structures
Build and maintain analytical models, dashboards, and tools for fund-level insights
Monitor risk exposures, scenario analysis, and stress testing at the portfolio level
Assist in preparing investment committee materials and strategic presentations
Track industry trends, peer performance, and competitive benchmarks
Support strategic planning initiatives related to capital deployment and fund positioning

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
Strong understanding of investment management, portfolio theory, and fund structures
Experience or coursework in asset allocation, portfolio analysis, or investment research (preferred but not required)
Advanced analytical and problem-solving skills with strong attention to detail
Proficiency in Excel and PowerPoint; familiarity with Python, R, SQL, or VBA is a plus
Ability to synthesize complex data into clear strategic insights
Strong written and verbal communication skills
Ability to work effectively in collaborative, fast-paced environments
Strong interest in investment strategy, portfolio construction, 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 investment teams and strategy groups

• Interview preparation for fund strategy, portfolio analysis, and investment roles

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