Strategist (Full-Time

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