Investment Support Specialist

Investment Support 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 Support Specialist position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in investment operations, portfolio support, and transaction assistance.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, venture capital, real assets, credit), and investment strategies.

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

Position Overview

The Investment Support Specialist assists investment teams by managing operational and analytical tasks across the investment lifecycle. This includes supporting transaction processing, portfolio monitoring, reporting, and investment performance tracking.

The role requires strong analytical and organizational skills, attention to detail, and the ability to manage multiple investment workflows simultaneously. Collaboration with portfolio managers, investment analysts, finance, and operations teams is essential.

Key Responsibilities

• Support the execution and documentation of investment transactions

• Assist with portfolio monitoring, cash flow tracking, and P&L reporting

• Maintain investment and deal tracking systems, dashboards, and reports

• Ensure accuracy, compliance, and timely completion of all investment-related activities

• Coordinate with internal teams (legal, finance, operations) and external counterparties to facilitate smooth execution of investment activities

• Identify process inefficiencies, potential risks, or workflow gaps and recommend improvements

• Prepare daily, weekly, and ad-hoc investment reports for management and investment teams

• Support post-investment activities, including audit support, documentation filing, and reconciliation

Preferred Qualifications

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

• Familiarity with investment operations, portfolio management, or transaction support

• Strong organizational, analytical, and multitasking skills with high attention to detail

• Proficiency in Excel; experience with investment reporting, dashboards, or workflow systems is a plus

• Ability to work effectively in a fast-paced, deadline-driven environment

• Clear written and verbal communication skills

• Interest in investment operations, portfolio management, and financial workflows

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 portfolio teams

• Interview preparation for investment operations, portfolio support, and transaction workflows

To learn more or express interest in investment operations and portfolio support roles, visit:
https://www.careerlaunch.ai/