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 Monitoring 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 early- to mid-career roles focused on portfolio performance tracking, risk monitoring, and reporting across private and alternative investment portfolios.
Actual openings may vary based on employer type, asset class mix, portfolio size, and investment strategy.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Portfolio Monitoring Specialists support investment and portfolio teams by tracking portfolio performance, monitoring exposures, and ensuring alignment with investment objectives. The role emphasizes data-driven oversight, performance measurement, and reporting, rather than trading or real-time market execution.
These professionals collaborate closely with portfolio managers, investment operations, risk teams, and analytics groups to maintain accurate, timely, and actionable portfolio information.
Monitor portfolio positions, performance metrics, and asset-level exposures
Track portfolio risk, diversification, and adherence to investment mandates
Conduct performance attribution and variance analysis across strategies
Assist with portfolio rebalancing and allocation adjustments
Prepare periodic reports, dashboards, and performance summaries for senior stakeholders
Support portfolio review meetings with data and analytical insights
Maintain internal databases and tools for portfolio monitoring and analytics
Identify trends, anomalies, or areas of concern in portfolio performance
Collaborate with operations and accounting teams to ensure accurate position and cash tracking
Provide analytical support for investment decision-making and reporting requirements
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong interest in portfolio management, investment analytics, and performance monitoring
Foundational understanding of portfolio theory, risk management, and performance attribution
Experience or coursework in portfolio analytics, reporting, or investment operations (preferred but not required)
Strong analytical, organizational, and problem-solving skills
Proficiency in Excel and PowerPoint; familiarity with database tools or financial software is a plus
Ability to manage multiple portfolios and reporting timelines
Clear written and verbal communication skills
Detail-oriented with a collaborative, team-oriented mindset
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching for portfolio monitoring, operations, and analytics roles
Resume and profile optimization for investment and portfolio teams
Guidance on outreach to portfolio management, operations, and risk groups
Interview preparation for portfolio monitoring, reporting, and analytics assessments
To learn more or express interest in portfolio monitoring opportunities, visit:
https://www.careerlaunch.ai/