Fund Metrics Specialist
$140k - $185kCareer Launch AI
Job Description
Job Description
Fund Metrics Specialist
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 Fund Metrics Specialist position commonly found through the Career Launch AI Talent Network. It is designed to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in fund analytics, capital performance, and investment reporting.
Actual openings may vary based on employer needs, fund structure (e.g., private equity, hedge funds, real estate, venture capital), and reporting requirements.
For more information on the Career Launch AI Talent Network, visit:
Fund Metrics Specialists support investment and portfolio teams by analyzing fund-level performance, tracking key financial metrics, and producing actionable insights for management and investors. The role combines quantitative analysis, reporting, and performance evaluation to help optimize fund strategies and monitor investment outcomes.
These positions involve close collaboration with portfolio managers, finance teams, investor relations, and risk management to ensure accurate, timely, and transparent reporting.
Key ResponsibilitiesTrack and analyze fund-level performance metrics, including IRR, MOIC, ROI, and other KPIs
Build, maintain, and improve dashboards, models, and reports for fund performance and investor communications
Validate and reconcile fund data from multiple sources, ensuring accuracy and completeness
Prepare daily, weekly, and monthly fund reports for internal stakeholders and external investors
Monitor capital flows, allocations, and liquidity metrics across funds
Support scenario analysis, forecasting, and stress testing to assess fund performance under different conditions
Identify trends, anomalies, and opportunities in fund performance and portfolio allocation
Collaborate with finance, operations, and investment teams to streamline reporting processes and data management
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of fund structures, investment performance metrics, and portfolio analytics
Experience or coursework in fund accounting, investment analysis, or financial reporting (preferred but not required)
Advanced analytical skills with high attention to detail
Proficiency in Excel; familiarity with Python, R, SQL, or VBA is a plus
Ability to work in fast-paced, detail-oriented environments
Clear written and verbal communication skills
Strong interest in fund performance, capital metrics, and investment analytics
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 and fund teams
Interview preparation for fund analytics, financial reporting, and quantitative assessments
To learn more or express interest in fund analytics and capital metrics roles, visit:
$120k - $140k
...Simpson Thacher serves as fund counsel and trusted adviser to the world’s most successful... ...& Engagement organization. The Senior Specialist, Client Development - Funds is responsible... ...Aggregate and interpret key metrics for internal and external stakeholders to...SuggestedFull timeVisa sponsorshipWork visaFlexible hours- ...Job Description Job Description Fund Strategy Specialist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment... ...Analyze and report on fund performance metrics, portfolio allocation, and risk/return profiles Conduct...SuggestedFull timeInternship
Career Launch AI
New York, NY9 days ago - ...services on behalf of assigned clients and moderately complex funds including determining net asset values, calculating fund performance... ...plans, targeting efficiencies, enhancing processes, and specialist review functions.Provide input into methodologies and review the...SuggestedWork experience placementWork at officeWorldwideFlexible hours
- Senior Specialist, Fund/Client AccountingAt BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’...SuggestedWork experience placementWork at officeWorldwideFlexible hours
$140k - $185k
...Job Description Job Description Fund Metrics 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...SuggestedFull time$140k - $185k
...Job Description Job Description Fund Strategy 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...Full timeCareer Launch AI
New York, NY9 days ago$140k - $185k
...Job Description Job Description Fund Performance Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation... ...Conduct quantitative analysis of returns, risk metrics, and benchmarking relative to peers or indices Prepare...Full time$140k - $185k
...Job Description Job Description Capital Metrics Specialist Location: New York, NY Employment Type: Full-Time Estimated Compensation... ...needs, asset class focus (e.g., private equity, hedge funds, real estate, fixed income), and reporting structure. For...Full time- ...work to be completed. May assist in special projects, generates metrics, and provides reconciliations, research, and analyses as... ...Sinai is ranked No. 11 nationwide in National Institutes of Health funding and in the 99th percentile in research dollars per investigator...Hourly payTraineeshipLocal area
Mount Sinai Morningside
New York, NY2 days ago $55.13k - $62k
This role is ideal for for someone with a strong ability to make sound, independent decisions. You will process Automatic Clearing House (ACH) debits and credit origination instructions, post received ACH debits and credits, and associated exceptions in accordance with...Work at officeUNFCU
New York, NY2 days ago- ...Job Description Lead Capital Deployment Specialist Career Launch AI Talent Network Location... ...bank, private equity firm, credit fund, or corporate investment group may seek a... ...analytical skills Understanding of return metrics, capital structures, and investment risk...Full time
Career Launch AI
New York, NY8 days ago $100k - $110k
...DuckDuckGo combined.In 2021, we raised $150 million in Series D funding, quadrupling our valuation to $2.25 billion. This strong... ...a coordinated experience.Use onboarding feedback, operational metrics, stakeholder input, and employee insights to prioritize improvements...Work at officeRemote workFlexible hours$162.7k - $220.2k
...autonomous AI systems. The Senior WW Partner GTM Specialist for Agentic AI, ISV GTM will be the... ...partner enablement, certification, and funding focused on agent technologies• Analyze... ...organization• Analyze performance metrics and prepare MBRs, 2x2 for leadership review...Local areaWorldwideFlexible hours$120k
...the project is slated to receive nearly $12 billion in federal funding, the largest investment in a mass transit project in modern history... ...principles, scheduling, budgeting, and performance measurement metrics.Note: The estimated starting salary for this position is $120k....Full timePart timeWork at officeFlexible hours$104k - $171.7k
...Apply the Company's claim quality management protocols, and metrics to all claims; document the rationale for any departure from applicable... ...account. You are also eligible for a Pension Plan that is 100% funded by Travelers. Paid Time Off: Start your career at Travelers...Full timeContract workLocal areaRelocation package- ...Job Description Job Description Senior Fund Strategy Specialist Career Launch AI Talent Network Location: New York, NY (Hybrid) Employment Type: Full-Time Industry: Investment Management / Financial Services Experience Level: Senior Associate – Vice...Full time
$140k - $185k
...Job Description Job Description Fund Setup 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...Full time$140k - $185k
...Job Description Job Description Fund Advisory 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...Full time$140k - $185k
...Job Description Job Description Fund Valuation 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...Full time$60k
...we want to hear from you. Come join us and be a part of something truly special at Biz2Credit. About this Role The Funding Specialist is a key member of our sales team, responsible for helping small business owners access the capital they need to grow and succeed...Work at office$150k - $170k
Business Unit:Financial And Valuation AdvisoryIndustry:Fund Opinions OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading global investment... ...teams, including industry coverage groups and asset class specialists, to deliver fairness and valuation opinions as well as other...Full timeWork at officeWorldwide$102k - $175k
Controller, Real Estate Funds At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible...Temporary workWork at officeWorldwideFlexible hours$135k - $165k
..., including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Drawing on our extensive...Full timeWork at officeWorldwide$110k - $125k
...pace and are rewarded with challenging opportunities both within Finance and across the firm.What you’ll doBuild and enhance scalable fund reporting processes and controls that support growth, increase accuracy, and reduce operational riskPrepare and review interim and...Work experience placementInterim role$310k - $390k
...Top-tier work in registered funds and investment management.Exposure to innovative and complex fund structures.About Our ClientA globally recognized law firm known for advising on complex, high-value matters across financial services and other industries. The firm combines...$115k - $145k
...investment partnerships.Facilitate wire payments to vendors, to/from underlying investments and third parties.Monitor and report on fund investments across various limited partnership interests.Perform a detailed analysis of financial statements from underlying fund managers...Full timeTemporary workWork experience placementCurrently hiringFlexible hours- ...With over $100 billion of client capital invested across hedge funds, private equity and real estate opportunities, the AIG team brings... ...to launch of investment.Educate and advise AIG Investment Specialist Team on each transaction to ensure that they are equipped to answer...Work at officeFlexible hours
$90k - $130k
...Job Description Job Description Venture Fund Management Analyst Career Launch AI Talent Network Locations: San Francisco, Las... ..., auditors, and legal advisors Track venture fund metrics, benchmarks, and market trends Support investment committee materials...Full timeCareer Launch AI
New York, NY8 days ago- ...Job Description Job Description Fund Placement Specialist 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...Full timeInternship
$140k - $185k
...Job Description Job Description Fund Transaction 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...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Fund Metrics Specialist. Be the first to apply!
- welding specialist New York, NY
- revenue cycle specialist New York, NY
- transportation specialist New York, NY
- imaging specialist New York, NY
- medicaid eligibility specialist New York, NY
- title specialist New York, NY
- e learning specialist New York, NY
- employment specialist New York, NY
- deduction specialist New York, NY
- employment placement specialist New York, NY