Portfolio Monitoring Analyst
$140k - $185kCareer Launch AI
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 Monitoring 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 portfolio management, investment monitoring, and risk oversight.
Actual openings may vary depending on employer focus, including private capital, mutual funds, hedge funds, or multi-asset portfolios.
Position Overview
Portfolio Monitoring Analysts support investment and portfolio teams by tracking holdings, monitoring exposures, and ensuring the integrity of portfolio data. This role combines quantitative analysis, reporting, and operational oversight to provide real-time insight into portfolio positions, performance, and risk metrics.
These positions involve close collaboration with portfolio managers, operations, risk, and accounting teams to ensure accurate monitoring, timely reporting, and adherence to investment guidelines.
Key Responsibilities
- Monitor portfolio positions, exposures, and market values across multiple asset classes
- Validate portfolio data and reconcile discrepancies between trading, operations, and accounting systems
- Track performance, P&L, and risk metrics on a daily, weekly, and monthly basis
- Build and maintain dashboards, reports, and models to provide portfolio insights and alerts
- Identify anomalies, unusual activity, or breaches of investment guidelines
- Support regulatory, investor, and internal reporting requirements
- Assist in ad-hoc analysis and special projects for portfolio teams or senior management
- Collaborate with operations, risk, and accounting teams to ensure smooth portfolio monitoring and reporting processes
Preferred Qualifications
- Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
- Knowledge of portfolio management, investment instruments, and financial markets
- Experience or coursework in portfolio monitoring, risk management, or investment operations
- Strong analytical skills with a high attention to detail
- Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
- Ability to work effectively in fast-paced, collaborative environments
- Clear written and verbal communication skills
- Strong interest in portfolio analytics, risk monitoring, and investment operations
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 managers, operations, and investment teams
- Interview preparation for portfolio monitoring, reporting, and quantitative assessments
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Portfolio Monitoring Analyst in New York, NY vacancy
$140k - $185k
...A finance career platform is seeking an Entry-Level Investment Monitoring Analyst based in New York, NY (Hybrid) to track portfolio performance and analyze financial metrics. With a salary range of $140,000 to $185,000 total compensation, the role requires a bachelor'...SuggestedTEEMA Solutions Group
New York, NY4 days ago$160k
We are working with a global investment firm that is actively seeking a Portfolio Monitoring Analyst to join their New York office. This role will support the firm’s private credit and direct lending strategies, with a focus on tracking portfolio company performance, analyzing...SuggestedFull timeWork at office$130k - $160k
...located in our New York, NY office.Equitable is looking for a Portfolio Compliance Analyst to join our team. The Equitable Investment Management (... ...Advisers Act of 1940Oversight of the compliance system monitoring post-trade activity, including escalation and resolution...SuggestedFull timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per weekEquitable Holdings
New York, NY2 days ago$154.86k
...ManagementCompany: CitiCitigroup Global Markets Inc. seeks a Credit Portfolio Senior Analyst for its New York, NY location.DUTIES: Perform credit reviews, support credit approval processes, and monitor Citi’s global credit portfolio to identify credit migration trends by...SuggestedFull timeRemote workCitigroup
New York, NY2 days ago$109.12k - $163.68k
...the group include risk analysis, risk identification, exposure monitoring and stress testing.The individual will interact with clients... ...stakeholders to provide customized solution to optimize their portfolios from revenue, risk and funding perspective. The role requires...SuggestedFull timeWork experience placementWork at officeWorldwideCitigroup
New York, NY4 days ago$140k - $185k
...This Posting This job description represents a sample Portfolio Operations Analyst position commonly found through the Career Launch AI... ...with early-career roles in portfolio operations, investment monitoring, and fund reporting. Actual openings may vary based on...Full timeCareer Launch AI
New York, NY4 days ago$100k - $110k
...June 2026 Position Responsibilities We are seeking an Analyst to join our Portfolio Management group for a rapidly growing private credit asset manager. This individual's main focus will be monitoring the performance of 15-20 portfolio companies and assisting...Local areaFlexible hoursMan Group
New York, NY3 days ago- ...once before clicking on Apply. Investment Operations & Portfolio Management Analyst Company Description A growing alternative... ...from transaction execution and onboarding through portfolio monitoring, valuation, reporting, and ongoing operational management...Full timeWork at office
Green Key Resources
New York, NY8 hours ago $145k - $185k
A financial services firm is seeking a Portfolio Investment Associate based in New York, NY. The role encompasses responsibilities around... ...Candidates should have a strong understanding of performance monitoring and the ability to provide insights to clients. This position...$90k - $105k
Job Overview - Portfolio Analyst (Fixed Income) Compensation: $90,000 - $105,000/year + bonus Location: New York, NY Schedule: Monday to Friday... ...fixed income strategies. In this hybrid role, you will monitor portfolio activity, manage cash flows, prepare client reporting...Monday to Friday- A financial services organization in New York is seeking a Portfolio Advisory Associate to support portfolio management and investment... ...conducting quantitative analyses, preparing client presentations, and monitoring portfolios. Ideal candidates hold a Bachelor's degree in...Full time
$145k - $185k
...Job Overview Job Title: Portfolio Management Analyst Company: Initio Capital Location: Hybrid | New York, NY, United States Employment... ...with early-career portfolio management and investment monitoring roles. Actual openings vary depending on employer needs....Full timeContract workTemporary workPart timeCasual workInternshipInitio Capital LLC
New York, NY5 days ago- BBVA USA is seeking an Associate to support Portfolio Monitoring & Solutions in its New York office. You will perform day-to-day post-closing monitoring of structured financing, validate collateral and borrower reporting, and escalate emerging risks. You will collaborate...Work at office
$100k - $120k
...Mission Staffing Investment Firm in New York is looking to add a Portfolio Analyst to their team! They're in the office 3x a week. This role is... .... Key Responsibilities: Support ongoing portfolio monitoring activities and related processes Assist in the preparation and...Full timeWork at office- ...purchase plan Job Description We are looking for our next Client Portfolio Analyst (CPA) to join our Investments, Strategy & Development team... ...across retail and institutional channels. This includes monitoring key investment and industry trends and identifying key investment...Flexible hours
- ...EST Remote What you’ll be doing: Daily monitoring of the Royalty Transmittal application for... ..., agents) and internal customers (portfolio management / Editorial, Finance, Corporate... ...function Job function Accounting/Auditing, Analyst, and Finance Industries Education Referrals...16 hoursFull timeContract workWork experience placementWork at officeRemote workMonday to Friday
- ...City is seeking a highly skilled and detail-oriented Transaction Monitoring Quality Assurance Manager to join our Governance function... ...Coach and oversee transaction monitoring Quality Assurance analysts. Design a reporting process, including Key Risk Indicators...Work at officeRemote work
Community Federal Savings Bank
New York, NY7 days ago $40.04k
...school equivalency diploma, community service experience, entry into the job market, or are interested in entering college. The Site Monitor positions are responsible for the monitoring of approved worksites where Summer Youth Employment and Work Learn & Grow students are...For contractorsSummer workInternshipWork at officeLocal areaThe Research Foundation of the City University of New York
New York, NY5 days ago$11.27 per hour
Tri County Transportation Inc. The Bus Aide will help students board the bus, depart from the bus, and arrive safely at their destination. Maintaining a safe environment for students and ensuring the Driver can focus on driving responsibilities are the most important...ApprenticeshipLocal areaBeacon Mobility
New York, NY4 days ago$63.31k - $85.66k
...User Needs Certifications: None Experience: 4 + years of related experience US Citizenship Required: No Job Description The Program Monitor conducts monitoring reviews, writes monitoring reports, designs monitoring toolkits for grant-based programs, and contributes to...Temporary workLocal areaRemote workFlexible hoursGeneral Dynamics IT
New York, NY5 days ago$105k - $135k
...We are seeking a highly organized and proactive Deal Participations Closing and Monitoring Analyst, either at the associate- or VP-level, to join our dynamic Middle Office - FinOps team. This is a critical role where you'll collaborate with a diverse range of Business...Work at officeNatixis Corporate & Investment Banking
New York, NY5 days ago- ...borrowers, co-lenders, legal advisors, and other stakeholders to negotiate and manage restructuring terms effectively. ~ Portfolio Management: Monitor and manage the performance of restructured assets within the portfolio, ensuring compliance with all regulatory and...Flexible hours
Mondrian Alpha
New York, NY15 days ago $244k - $305k
The Database Monitoring product is one of the fastest growing products at Datadog. We are not only monitoring databases, but providing self-healing loops on to our customers. For instance, we are building an AI agent which detects, remediates, validates, and deploys optimizations...Work at officeDatadog
New York, NY2 days ago$192k - $240k
...scattered across products and siloed in logical layers of their technical stack. We're building the system that fixes this: Journey Monitoring, a single centralized hub that brings together Real User Monitoring (RUM), Synthetics, and Product Analytics to bridge the gap...Datadog
New York, NY4 days ago$216k - $270k
...We are actively seeking talented researchers to join us in shaping this vision.As a Research Scientist focused on AI Controls and Monitoring, you will design methods, systems, and experiments to ensure that advanced AI models and agents remain aligned with intended...Full timeScale AI
New York, NY5 days ago$150k - $195k
...RoleiCapital is looking to hire a Vice President to join the Fund Monitoring team. This role is responsible for overseeing the monitoring... ...) and other conferences.Act as subject matter expert on fund portfolio and performance for internal and external audiences.Prepare...Full timeWork at officeRemote workiCapital Network
New York, NY4 days ago- ABOUT THE COMPANY At Cardiovascular Associates of America (CVAUSA), we are building a forward-thinking network of independent, entrepreneurial cardiologists dedicated to improving quality of care, lowering total costs of care, and being on the forefront of efforts to innovate...Hourly payFull timeRemote workWork from homeMonday to FridayDay shift
Cardiovascular Associates of America
New York, NY3 days ago $70 - $85 per hour
DescriptionKforce has a client that is seeking a Datadog Observability & Monitoring Engineer in New York, NY.Summary:We are looking for a Datadog Observability & Monitoring Engineer to take ownership of their Observability platform and drive adoption across the development...Contract workWork at office2 days per weekKForce
New York, NY5 days ago- ...Cardiovascular Services of America, known as CVAUSA, is seeking a skilled healthcare professional to support remote patient monitoring across our physician network. You will collect vital signs, review data, report abnormal findings, and help maintain accurate monitor...Remote workMonday to Friday
Cardiovascular Associates of America
New York, NY4 days ago - Job Description Job Description BronxWorks helps individuals and families improve their economic and social well-being. From toddlers to seniors, we feed, shelter, teach, and support our neighbors to build a stronger community. In all aspects of our work, we strive...Work at officeLocal areaShift work
BronxWorks
New York, NY29 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Monitoring Analyst. Be the first to apply!
Related searches
- monitor technician New York, NY
- clinical research monitor New York, NY
- test monitor New York, NY
- monitor tech New York, NY
- community monitor New York, NY
- resident monitor New York, NY
- computer lab monitor New York, NY
- monitor New York, NY
- telemetry monitor technician New York, NY
- program monitor New York, NY