Investment Advisory Specialist

Investment Advisory Specialist

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 Investment Advisory 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 roles supporting investment advisory, portfolio management, and capital planning.

Actual openings may vary based on employer focus (private capital, asset management, wealth management, or institutional investment teams).

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

Position Overview

Investment Advisory Specialists support investment teams and clients by analyzing investment opportunities, advising on portfolio strategy, and assisting with fund and capital allocation. The role blends quantitative analysis, market research, and client advisory in a fast-paced investment environment.

These roles often involve collaboration with portfolio managers, client advisors, risk management, and operations teams to ensure accurate and timely execution of investment strategies.

Key Responsibilities

• Assist in developing investment strategies and portfolio recommendations for clients and institutional portfolios

• Analyze market trends, asset classes, and investment vehicles to support portfolio allocation decisions

• Prepare investment reports, presentations, and advisory materials for clients and internal stakeholders

• Monitor portfolio performance, risk metrics, and capital deployment activities

• Coordinate with operations, compliance, and legal teams to ensure investment processes and documentation are accurate

• Conduct due diligence on funds, private placements, and alternative investment opportunities

• Maintain dashboards and tools to track investment performance, allocations, and client reporting

• Identify opportunities to optimize portfolio outcomes and improve investment processes

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field

• Knowledge of investment strategies, portfolio management, and capital markets

• Experience or coursework in investment advisory, private capital, wealth management, or corporate finance (preferred but not required)

• Strong analytical and quantitative skills with high attention to detail

• Proficiency in Excel and PowerPoint; familiarity with portfolio management software or financial modeling tools is a plus

• Excellent written and verbal communication skills

• Ability to work in a fast-paced, client-focused environment

• Interest in portfolio strategy, investment advisory, and capital planning

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 and advisory teams

• Interview preparation for portfolio, capital, and investment advisory roles

To learn more or express interest in investment and capital advisory roles, visit:
https://www.careerlaunch.ai/