Portfolio Analytics Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Portfolio Analytics 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 early-career roles in portfolio analysis, investment reporting, and data-driven decision support.
Actual openings may vary based on employer needs, asset class focus (e.g., equities, fixed income, private markets, real estate, alternatives), and investment strategy.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Portfolio Analytics Specialists support investment and portfolio management teams by analyzing portfolio performance, risk exposures, and asset allocations. The role blends quantitative analysis, data management, and reporting to provide actionable insights that support investment decisions and optimize portfolio outcomes.
These roles often involve close collaboration with portfolio managers, risk teams, operations, and technology teams to ensure accurate analytics, robust reporting, and data-driven investment strategies.
Analyze portfolio performance, risk metrics, and attribution across multiple asset classes and strategies
Build, maintain, and enhance portfolio analytics dashboards, reporting tools, and models
Support investment teams by preparing performance reports, P&L tracking, and risk exposure analysis
Conduct scenario analysis, stress testing, and sensitivity analysis for portfolios
Collaborate with operations and technology teams to ensure accurate data feeds and reporting processes
Monitor and validate portfolio data, identifying anomalies and ensuring integrity of analytics
Provide insights on portfolio composition, diversification, and potential opportunities for optimization
Prepare ad-hoc analytics and reports for internal stakeholders and investment committees
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
Strong understanding of portfolio management, asset allocation, and investment performance metrics
Experience or coursework in investment analysis, portfolio analytics, or quantitative finance (preferred but not required)
Advanced analytical skills with attention to detail and proficiency in Excel
Familiarity with data visualization, Python, R, SQL, or VBA is a plus
Ability to manage multiple tasks in a fast-paced, time-sensitive environment
Clear written and verbal communication skills for reporting and stakeholder engagement
Strong interest in portfolio management, investment analytics, and performance optimization
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 portfolio management and analytics teams
Interview preparation for portfolio analytics, investment analysis, and quantitative assessments
To learn more or express interest in portfolio analytics roles, visit:
https://www.careerlaunch.ai/