Portfolio Monitoring Analyst
$140k - $185kCareer Launch AI
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)
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:
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 ResponsibilitiesMonitor 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
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
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:
$110k - $130k
eClerx is seeking a Portfolio Management Associate in New York City. This role involves responsibilities such as supporting portfolio monitoring and conducting credit reviews, while collaborating with various business lines. The ideal candidate will have a Bachelor's Degree...Suggested$160k
A global investment firm in New York is seeking a Portfolio Monitoring Analyst to support its private credit and direct lending strategies. The candidate will track portfolio performance, collaborate with management teams, and prepare analysis for internal committees....SuggestedFull time$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- Career Launch AI is seeking a Portfolio Monitoring Analyst in New York, NY. This early‑career role focuses on tracking holdings, monitoring exposures, and ensuring data integrity across portfolios. You will work closely with portfolio managers, operations, risk, and accounting...Suggested
$140k - $185k
...0 - $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...SuggestedFull time$140k - $185k
...Job Description Job Description Investment Monitoring Analyst (Entry-Level) – Career Launch AI Talent Network Location: New York, NY... ...strong Investment Monitoring Analysts to support ongoing portfolio oversight and performance evaluation . Individuals in roles...Full timeInternshipCareer Launch AI
New York, NY6 days ago$100k - $150k
...9.Equitable Investment Management Group is seeking a Senior Portfolio Analyst to join the Portfolio Analytics team. This role plays a critical... ...~$130B in assetsParticipate in manager due diligence, monitoring, and termination decisions, including qualitative and quantitative...Full timeContract workTemporary workLocal area2 days per week3 days per week- ...purchase planJob DescriptionWe 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...Full timeWork at officeFlexible hours
$100k - $200k
Portfolio Pricing and Valuations AnalystThe successful candidate will help maintain and enhance internal system infrastructure focusing... ...of related market data.Pricing - Responsible for maintaining, monitoring and establishing new procedures and controls to support the...Work 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...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week3 days per week$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...Full timeWork experience placementWork at officeWorldwide$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...- ...management and financial planning firm seeking an experienced Portfolio Analyst to join the investment team in a hands-on role with... ...quarterly rebalancing, trade execution, research, and performance monitoring, working closely with advisors, operations, compliance, #J-...
- ...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
$80k - $90k
...to the Managing Director, Investment Solutions , the Client Portfolio Analyst supports portfolio construction, investment research, and portfolio... ...committees, this role helps implement investment decisions, monitor portfolio performance, and deliver high-quality investment...Permanent employmentWork at officeLocal areaWork from homeMonday to ThursdayFlexible hours- ...for expertise, scale, and technology.Job DescriptionManager, Portfolio FinanceLocations: Palm Beach Gardens, FL | New York, NY | London... ...technology, and support fund launches and ongoing portfolio monitoring.This position will also be responsible for continuing to enhance...Ongoing contractFull time
$140k - $185k
...Job Description Job Description Portfolio Transaction Analyst Location: New York, NY Employment Type: Full-Time Estimated Compensation... ...portfolio managers and investment teams by executing and monitoring transactions across portfolios while ensuring alignment...Full timeCareer Launch AI
New York, NY6 days ago$50 per hour
...Certified Contractor Roles: Senior · Lead · Analyst Initio Sphere Private Capital... ...private markets by integrating deal flow, portfolio analytics, analyst talent, investor relations... ...individual transactions and portfolio monitoring Contribute to investment analysis,...Hourly payFor contractorsImmediate startInitio Capital
New York, NY6 days ago$140k - $185k
...Job Description Job Description Portfolio Evaluation Analyst – Private Equity (Entry-Level) Career Launch AI Talent Network Location: New... ...performance variances, risks, and value-creation opportunities Monitor KPIs, covenant compliance, and operational metrics...Full timeInternshipCareer Launch AI
New York, NY6 days ago$90k - $130k
...Job Description Job Description Venture Portfolio Analyst Career Launch AI Talent Network Locations: San Francisco | Las Vegas |... ...Portfolio Analyst supports venture capital and growth teams by monitoring portfolio company performance , analyzing operational and...Full timeInternshipCareer Launch AI
New York, NY6 days ago- 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
$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$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$50 per hour
...Independent Contractor Roles: Senior · Lead · Analyst Initio Sphere – Private Capital... ...immediately on live deals and active portfolios across the network. Role Overview Initio... ...3–5 years of transaction, portfolio monitoring, or modeling experience Portfolio & Deal...Hourly payFor contractorsImmediate startInitio Capital
New York, NY6 days ago$50 per hour
...Description Certified Contractor Roles: Analyst · Lead · Senior Initio Sphere Private... ...capital professionals. Private Capital Portfolio Analysts gain immediate access to real... ...investors and fund managers analyze, monitor, and optimize capital performance. Role...Hourly payFor contractorsImmediate startInitio Capital
New York, NY6 days ago$140k - $185k
...Job Description Job Description Portfolio Returns Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type: Full... ...level and portfolio-level returns (IRR, MOIC, DPI, TVPI) Monitor realized vs. unrealized performance across portfolio companies...Full timeInternshipCareer Launch AI
New York, NY6 days ago$140k - $185k
...Job Description Job Description Portfolio Optimization Analyst Career Launch AI Talent Network Location: New York, NY (Hybrid) Type:... ...roles like this work across portfolio analytics, performance monitoring, and strategic capital allocation to help investment...Full timeInternshipCareer Launch AI
New York, NY6 days ago$50 per hour
...Description Job Description Levels: Analyst · Lead Analyst · Senior Analyst... ...integrating deal flow, analytical talent, portfolio support, investor relations, training, and... ...experience in deal execution, portfolio monitoring, or advanced financial modeling Portfolio...Hourly payFor contractorsImmediate startInitio Capital
New York, NY6 days ago$101.36k - $153.2k
We are looking for a Portfolio Steering and Cat Risk Analyst for our Marine team based in the London or New York City office. The specific nature of... ...and up-to-date expertise. Detailed business monitoring and portfolio steering activities require sustained involvement...Permanent employmentFull timeWork at officeLocal areaRemote workWorldwideVisa sponsorshipWork visaFlexible hours$140k - $185k
...About 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 time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Portfolio Monitoring Analyst. Be the first to apply!
- community monitor New York, NY
- cardiac monitor tech New York, NY
- pool monitor New York, NY
- resident monitor New York, NY
- monitor tech New York, NY
- security monitor New York, NY
- program monitor New York, NY
- patient safety monitor New York, NY
- clinical research monitor New York, NY
- patient monitor New York, NY