Investment Insights Analyst
$140k - $185kCareer Launch AI
Job Description
Job Description
Investment Insights Analyst
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 Investment Insights Analyst 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 investment research, portfolio analysis, and strategic insights.
Actual openings may vary based on employer type (asset managers, hedge funds, private equity, or venture capital) and focus areas (equities, fixed income, private markets, or alternatives).
For more information on the Career Launch AI Talent Network, visit:
Investment Insights Analysts support investment and portfolio teams by synthesizing data, research, and market trends into actionable insights. The role blends quantitative analysis, financial modeling, and strategic thinking to help guide investment decisions, reporting, and stakeholder communications.
These roles often involve close collaboration with portfolio managers, research analysts, risk teams, and senior leadership to ensure data-driven insights inform investment strategies and business decisions.
Key ResponsibilitiesAnalyze investment performance, portfolio composition, and market trends to identify insights and opportunities
Conduct research on asset classes, industries, and investment strategies to support decision-making
Build and maintain dashboards, analytical models, and reporting tools for investment tracking and insights
Prepare investment reports, presentations, and memos for internal teams and external stakeholders
Monitor performance metrics, risk exposures, and portfolio analytics
Identify inefficiencies, anomalies, and patterns in portfolio or market data
Support ad-hoc projects and deep-dive analyses for investment committees and leadership
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, or a related field
Strong analytical skills with attention to detail and proficiency in data interpretation
Understanding of financial markets, investment products, and portfolio management concepts
Proficiency in Excel; familiarity with SQL, Python, R, or other analytical tools is a plus
Strong written and verbal communication skills for reporting and presentations
Ability to manage multiple projects and deadlines in a fast-paced environment
Interest in investment research, portfolio analytics, and strategic insights
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 teams and hiring managers
Interview preparation for investment analysis, portfolio management, and quantitative assessments
To learn more or express interest in investment insights roles, visit:
$140k - $185k
...Job Description Job Description Investment Insights Analyst 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...SuggestedFull time- ...exceptional analytical and communication skills to lead our financial insights function. You will own benchmark studies, produce thought... ...concepts into accessible assets for portfolio managers and analysts, shaping how investors use our financial data infrastructure....Suggested
$140k - $185k
...Job Description Job Description Portfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type... ...available at careerlaunch.ai . About the Opportunity Investment firms within the Career Launch AI network—including private...SuggestedFull timeInternship- ...Job Description Job Description Portfolio Insights Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation...SuggestedFull timeInternship
$50 per hour
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...Job Description Job Description Portfolio Insights Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation... ...associated with early-career roles in portfolio analysis, investment monitoring, and private markets research. Actual openings...Full time- Churchill, an investment-specialist affiliate of Nuveen, is seeking a data analytics‑oriented candidate to support portfolio summary data... ...detail, and the ability to translate complex data into clear insights; no experience required beyond academic credentials, with...
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Position InformationNY HELP: NoAgency: Insurance Fund, State Title: Junior Investment Analyst Occupational Category: Other Professional CareersSalary Grade: NSBargaining Unit: M/C - Managerial/Confidential (Unrepresented)Salary Range: From $109000 to $129000 Annually Employment...Permanent employmentFull timeRemote work$130k
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...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer. With roots tracing back... ...DescriptionOur Technology team is actively looking for an experienced Analyst to join our team in New York. The candidate will be working...- Job DescriptionWe are seeking a highly skilled and experienced Analyst to join our dynamic Strategic Investment Group team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs...Work experience placement
$70k - $140k
ABOUT MORGAN STANLEYMorgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's employees serve clients worldwide...Temporary workWork experience placementWork at officeLocal areaRemote workWorldwide3 days per week$110k - $125k
Our New York City and Menlo Park offices are looking for an Investment Banking Analyst to join the Technology Group. The successful candidate will have the opportunity to work with regional and international clients on a wide range of complex transactions including acquisitions...Temporary work$115k
...business development, transaction execution and the delivery of investment banking products and services to our biotechnology clients and... ...summer interns and invest in teaching subsequent classes of analysts, imparting best practices.Develop specialization and sector knowledge...Temporary workSummer internship$110k - $135k
...York, New York, United StatesSalary: $110,000.00 - $135,000.00Category: Banking & International, Investment Banking, Entry LevelCompany: CitiThe Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the...Full time$100k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic advisory... ...is seeking talented professionals for its 2027 full-time Analyst class in the New York office.ResponsibilitiesAnalysts are an important...Full timeWork at officeLocal areaRemote work$100k - $130k
...Oppenheimer & Co. Inc. (Oppenheimer) is a leading middle-market investment bank and full service broker-dealer, With roots tracing back... ...DescriptionOur Equity Capital Markets team is actively looking for an Analyst for our New York office. Our ECM team will provide Analysts...Full timeWork experience placement- ...Employment Full TimeWorking Type HybridJob Reference 0000019468Salary Type AnnuallyIndustry Asset ManagementSelling Points Lead impactful investment strategies in a hybrid work environment. Collaborate globally to identify profitable corporate bonds. Enhance your expertise in...Flexible hours
$110k - $185k
...businesses, and institutions. These services include brokerage and investment advisory, financial and wealth planning, credit and lending,... ...high quality strategies for portfolios.The investment analyst will provide support to the team’s investment officer, focused...Temporary work- Location Designation: Hybrid - 4 days per week About New York Life Investment Management With over $800 billion in assets under management,... ...Investment Management (NYLIM) is seeking to add an Investment Analyst to its Global Fixed Income Group - High Yield Corporate Credit...Local area
- We are seeking a highly skilled and experienced Analyst to join our dynamic Strategic Investment Group team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution.Job SummaryAs an Analyst...Work experience placement
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