Portfolio Analytics Specialist
$140k - $185kCareer Launch AI
Job Description
Job Description
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:
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.
Key ResponsibilitiesAnalyze 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:
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...Portfolio Analytics And Strategy Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive...SuggestedFull timeTemporary workPart timeWork experience placementWork at office- ...private equity Separately Managed Accounts (SMAs) platform. This role will focus on delivering forward-looking and historical portfolio analytics, enhancing portfolio construction insights, and supporting reporting, monitoring, and operational excellence across SMA...SuggestedLocal area
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...Product Services, Professional, WealthCompany: CitiThe Portfolio Construction & Analytics team is an integral part of the Citi Wealth Chief Investment... ...Citi Wealth and Citi as a whole.The Senior Portfolio Specialist will have the opportunity to conduct bespoke asset allocation...SuggestedFull timeWork at office$120k - $150k
...market neutral equity hedge fund. The team partners directly with portfolio managers to optimize portfolio construction, manage risk,... ...investment performance across the platform. This is a highly analytical role with broad exposure to the investment process, combining...Temporary workWorldwideFlexible hours- InforCapital, partnership is looking for an Associate in Portfolio Analytics to join their Secondaries team based in New York. This role involves investment analysis and requires 2-3 years' experience, along with a Bachelor's degree in accounting or finance. The Associate...
$140k - $185k
...0,000 - $185,000 total annual compensation (varies by employer) About This Posting This job description represents a sample Portfolio Analytics Associate position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand...Full time- # Associate, Portfolio AnalyticsAres ManagementAssociateSecondariesFinancial ServicesOn-siteLocationNew York, United StatesDate PostedMay... ...30, 2025. The team is looking to hire an Associate, Portfolio Analytics in New York, NY or West Hartford, CT, joining a dynamic...
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- # Associate, Portfolio AnalyticsAres ManagementAssociateFund of FundsMultisector - GeneralistFull-timeLocationNew York, United StatesDate... ...30, 2025. The team is hiring an Associate, Portfolio Analytics to join its Finance team of approximately 60 professionals located...Full time
- ...challenging the status quo and striving to be best-in-class. As a Senior Associate on the Wholesale Commercial Real Estate (CRE) Portfolio Analytics team, you will be responsible for the research and evaluation of commercial real estate market trends and economic impacts on...Work experience placement
$74k - $140k
...brings to clients the best of both worlds: specialist expertise from seven specialist... ...the role of Senior Specialist, Client Portfolio Manager to join the BNY Investments Distribution... ...of experience in investment or related analytical roles.Strong analytical and strategic...Temporary workWorldwideFlexible hours$140k - $185k
...Job Description Job Description Portfolio Strategy Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation... ..., investment strategy teams, risk management, and analytics groups to ensure portfolios are aligned with strategic objectives...Full timeCareer Launch AI
New York, NY4 days ago- Orion180 seeks a Senior CAT Risk & Portfolio Analyst to advance exposure management, CAT analytics, and underwriting portfolio strategies. You will partner with Underwriting, Product, Finance, and Technology to enhance real-time monitoring, CAT modeling, pricing support...
- Equitable Investment Management Group seeks a Senior Portfolio Analyst to join the Portfolio Analytics team. The role supports investment manager oversight, portfolio analytics, and Board-level reporting for over $120B in multi-asset portfolios across variable insurance...
- BNY Mellon in New York, NY is seeking a Senior Specialist, IWM Portfolio Analyst to join our Wealth Management team. You will collaborate with... ...domestic and international portfolios and deliver detailed analytics. The role emphasizes rigorous portfolio analysis, accurate...
- Our elite global Alternative Investment Fund client is seeking to recruit an Asset Management Associate to provide analytical and portfolio management support to the investment team focused on aviation special situations investing, financing, leasing and asset acquisitions...
$90k - $140k
...team members located in New York, London, Tokyo and Singapore, which manages Fixed Income portfolios for a broad range of clients. The RoleThe Fixed Income Portfolio Specialist will be responsible for servicing existing clients and driving commercialization of the institutional...Temporary workWork at officeWorldwide$150k - $170k
...- $170,000.00/yr Position: Transaction/Portfolio Management in Asset Finance at a mid-size... ...person will work with Lending Product Specialists, Relationship Managers, and Clients to... ...skills demonstrated in previous roles. Good analytical and problem-solving abilities....Full time$140k - $185k
...About This Posting This job description represents a sample Portfolio Performance Specialist position commonly found through the Career Launch AI... ...career roles focused on portfolio performance monitoring, analytics, and optimization across private capital, alternative...Full time$140k - $185k
...About This Posting This job description represents a sample Portfolio Optimization Specialist position commonly found through the Career Launch AI... ...to improve risk-adjusted returns Develop and maintain analytical tools, dashboards, and models for portfolio optimization...Full time$140k - $185k
Portfolio Transaction Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation... .... The role requires attention to detail, strong analytical skills, and the ability to manage multiple investment processes...Full time$85k - $100k
...is looking for a Senior Analyst in New York to support financial modeling and analysis for their energy storage portfolio. The role requires strong analytical skills and proficiency in Excel, focusing on financial performance and market research. Applicants should...$140k - $185k
Portfolio Valuation Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation: $140,000 - $185,000 total annual compensation... ...in fund accounting, NAV calculation, or portfolio analytics (preferred but not required) Advanced analytical skills...Full time$100k - $175k
Rates, Credit, FX and Mortgage Portfolio Pricing and Analytics, Technical Business Analyst/Project ManagerAbout MillenniumMillennium is a global, diversified alternative investment firm, founded in 1989. Defined by evolution, innovation and focus, Millennium’s mission is...Work at office- ...seeking a future team member for the role of Senior Associate, IWM Portfolio Analyst to join our Wealth Management team. This role is... ...ensure regulatory adherence.Provide investment reporting and analytics for assigned investment teams, supporting marketing and client...WorldwideFlexible hours
$115.84k - $173.76k
...lines of business, owners of underwriting processes and Data Analytics Reporting and Technology (“DART”).Identify opportunities for underwriting... ...scrutinize risk management activities related to the credit portfolio, including risk assessment, mitigation, monitoring, and...Full timeWork at office- ...Outsourced Chief Investment Office (OCIO) team in New York. You will handle investment- and client-related requests, assist with portfolio analysis, asset allocation modeling, and reporting. You will work cross-functionally with other teams to deliver high-quality client...Work at office
$90k - $200k
...Portfolio Analytics, Associate/Director Morgan Stanley is looking for a Fund Services Portfolio Analytics Associate or Director to provide performance, risk and reporting solutions to key Hedge Fund clientele, as part of the Portfolio Analytics group. Established...Full timeTemporary workWork experience placementWork at office
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