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 Portfolio Analytics Associate 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 early-career roles in portfolio management, investment analytics, and performance reporting.
Actual openings may vary depending on employer focus, including private equity, private credit, real estate, hedge funds, and other alternative investments.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Portfolio Analytics Associates support investment teams by analyzing portfolio performance, monitoring positions, and providing actionable insights to inform investment decisions. The role blends quantitative analysis, portfolio monitoring, and reporting to support portfolio managers and senior investment professionals.
These roles often involve close collaboration with portfolio managers, investment operations, risk teams, and quantitative analysts to ensure accurate performance reporting, risk tracking, and portfolio analytics.
Monitor portfolio positions, cash flows, and investment performance across multiple asset classes
Develop and maintain dashboards, reports, and analytical models to support portfolio analysis
Conduct attribution analysis and performance benchmarking
Support portfolio risk monitoring, P&L tracking, and exposure analysis
Assist in portfolio rebalancing, scenario analysis, and stress testing
Prepare detailed reporting packages and presentations for senior management and investors
Identify trends, anomalies, and opportunities to improve portfolio performance and analytics processes
Collaborate with investment operations, fund accounting, and external service providers to ensure data accuracy
Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
Understanding of portfolio management, investment analytics, and financial instruments
Experience or coursework in private equity, hedge funds, private credit, or investment operations
Strong analytical, problem-solving, and quantitative skills
Advanced proficiency in Excel; familiarity with SQL, Python, R, or other data analytics tools is a plus
Ability to manage multiple priorities in a fast-paced, detail-oriented environment
Clear written and verbal communication skills
Strong interest in portfolio analytics, performance measurement, and investment strategy
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 teams and fund managers
Interview preparation for portfolio analytics, investment operations, and reporting roles
To learn more or express interest in portfolio analytics roles, visit:
https://www.careerlaunch.ai/