Portfolio Optimization Strategist

Job Description

Job Description

Portfolio Optimization Strategist

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: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Portfolio Optimization Strategist roles featured within the Career Launch AI Private Job Board .
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive investing, portfolio strategy, and quantitative finance opportunities that may not appear on public job boards. This description reflects a typical early-career portfolio optimization role accessible through our network.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank, asset manager, private equity firm, or institutional investor may seek a Portfolio Optimization Strategist to support asset allocation, risk-adjusted return analysis, and portfolio construction decisions .

This role is ideal for analytically driven candidates interested in how portfolios are designed, optimized, and rebalanced to achieve strategic investment objectives under risk and capital constraints.

Key Responsibilities

• Analyze portfolio performance and risk metrics across asset classes and strategies

• Build and maintain models for portfolio optimization, asset allocation, and rebalancing

• Evaluate trade-offs between risk, return, liquidity, and diversification

• Conduct scenario, stress-testing, and sensitivity analyses on portfolio outcomes

• Support development of optimal capital allocation strategies aligned with investment mandates

• Benchmark portfolios against indices, peers, and internal targets

• Prepare portfolio analytics, dashboards, and investment committee materials

• Collaborate with investment, risk, and strategy teams to support decision-making

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related discipline

• Strong interest in portfolio theory, asset allocation, and optimization techniques

• Solid quantitative and financial modeling skills

• Familiarity with concepts such as efficient frontier, diversification, volatility, correlation, and risk-adjusted returns

• Strong analytical thinking and attention to detail

• Ability to translate quantitative insights into clear strategic recommendations

• Prior internship or experience in asset management, investment banking, portfolio analytics, consulting, or risk management is beneficial

• Proficiency in Excel, PowerPoint, and financial or analytical tools

Why This Posting Matters

This Portfolio Optimization Strategist description reflects the types of opportunities available exclusively to Career Launch AI members, including:

• Roles shared directly with Career Launch AI by employers

• Opportunities not posted publicly

• Warm introductions to hiring managers and recruiters

• AI-supported job targeting and application support

• Interview coaching focused on portfolio construction and strategy

Career Launch AI members gain access to 1,000+ curated roles across:

• Investment Banking

• Asset Management & Portfolio Strategy

• Private Equity & Venture Capital

• Corporate Finance

• Strategy Consulting

• Technology (FAANG-level and startups)

• Product Management

• Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• Sector-specific resume optimization

• Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:

Once enrolled, members receive:

• Access to the exclusive job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement