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 Investment Advisory Specialist 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 roles supporting investment advisory, portfolio management, and capital planning.
Actual openings may vary based on employer focus (private capital, asset management, wealth management, or institutional investment teams).
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Investment Advisory Specialists support investment teams and clients by analyzing investment opportunities, advising on portfolio strategy, and assisting with fund and capital allocation. The role blends quantitative analysis, market research, and client advisory in a fast-paced investment environment.
These roles often involve collaboration with portfolio managers, client advisors, risk management, and operations teams to ensure accurate and timely execution of investment strategies.
Assist in developing investment strategies and portfolio recommendations for clients and institutional portfolios
Analyze market trends, asset classes, and investment vehicles to support portfolio allocation decisions
Prepare investment reports, presentations, and advisory materials for clients and internal stakeholders
Monitor portfolio performance, risk metrics, and capital deployment activities
Coordinate with operations, compliance, and legal teams to ensure investment processes and documentation are accurate
Conduct due diligence on funds, private placements, and alternative investment opportunities
Maintain dashboards and tools to track investment performance, allocations, and client reporting
Identify opportunities to optimize portfolio outcomes and improve investment processes
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Knowledge of investment strategies, portfolio management, and capital markets
Experience or coursework in investment advisory, private capital, wealth management, or corporate finance (preferred but not required)
Strong analytical and quantitative skills with high attention to detail
Proficiency in Excel and PowerPoint; familiarity with portfolio management software or financial modeling tools is a plus
Excellent written and verbal communication skills
Ability to work in a fast-paced, client-focused environment
Interest in portfolio strategy, investment advisory, and capital planning
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 advisory teams
Interview preparation for portfolio, capital, and investment advisory roles
To learn more or express interest in investment and capital advisory roles, visit:
https://www.careerlaunch.ai/