Portfolio Analytics Specialist

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)

About This Posting

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:

Position Overview

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 Responsibilities

• 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

Preferred Qualifications

• 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

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 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: