Fund Strategy 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: Competitive base salary + performance bonus (varies by employer)
This posting represents the type of Fund Strategy Specialist 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 finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role focused on fund-level strategy, portfolio planning, and investment analysis.
More information is available at careerlaunch.ai.
A leading private equity, venture capital, or investment management firm may seek a Fund Strategy Specialist to support fund performance analysis, strategic planning, and investment decision-making. This role is ideal for candidates interested in shaping fund-level strategies, evaluating portfolio opportunities, and supporting senior management in investment planning.
Analyze and report on fund performance metrics, portfolio allocation, and risk/return profiles
Conduct market, industry, and competitor research to inform fund-level strategy
Support senior leadership in fund planning, capital allocation, and portfolio optimization
Assist with financial modeling, scenario analysis, and fund-level forecasting
Prepare internal presentations, dashboards, and reports to communicate strategic insights
Collaborate with investment, operations, and finance teams to align strategy with execution
Identify opportunities for process improvements and enhanced portfolio monitoring
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong analytical, quantitative, and problem-solving abilities
Experience with financial modeling, portfolio analysis, or fund evaluation
Excellent communication and presentation skills
Ability to manage multiple strategic initiatives in a fast-paced environment
Prior internship or full-time experience in finance, investment management, or consulting is beneficial
Proficiency in Excel, PowerPoint, and financial research tools; familiarity with fund reporting platforms is a plus
This Fund Strategy Specialist 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 and preparation
Career Launch AI members gain access to over 1,000+ curated roles across:
Investment Banking & Corporate Finance
Private Equity & Venture Capital
Fund Operations & Strategy
Strategy Consulting
Technology (FAANG-level and startups)
Product Management
Data, Operations, and more
Career Launch AI is a career acceleration platform designed to help job seekers 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.
To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.
Career Launch Assessment Link:
https://careerlaunch.ai/assessment
Once enrolled, members receive:
Access to the exclusive job board
Personalized recruiter outreach
Automated job applications
Coaching and interview preparation
Ongoing support until placement