Portfolio Monitoring Analyst

Job Description

Job Description

Portfolio Monitoring 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 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. For more information on the Career Launch AI Talent Network, visit:

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

To learn more or express interest in portfolio monitoring and investment operations roles, visit: