Job DescriptionJob DescriptionPortfolio Analytics AssociateLocation: New York, NYEmployment Type: Full-TimeEstimated Compensation: $140,000 - $185,000 total annual compensation (varies by employer)About This PostingThis 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:Position OverviewPortfolio 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.Key ResponsibilitiesMonitor portfolio positions, cash flows, and investment performance across multiple asset classesDevelop and maintain dashboards, reports, and analytical models to support portfolio analysisConduct attribution analysis and performance benchmarkingSupport portfolio risk monitoring, P&L tracking, and exposure analysisAssist in portfolio rebalancing, scenario analysis, and stress testingPrepare detailed reporting packages and presentations for senior management and investorsIdentify trends, anomalies, and opportunities to improve portfolio performance and analytics processesCollaborate with investment operations, fund accounting, and external service providers to ensure data accuracyPreferred QualificationsBachelor's degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related fieldUnderstanding of portfolio management, investment analytics, and financial instrumentsExperience or coursework in private equity, hedge funds, private credit, or investment operationsStrong analytical, problem-solving, and quantitative skillsAdvanced proficiency in Excel; familiarity with SQL, Python, R, or other data analytics tools is a plusAbility to manage multiple priorities in a fast-paced, detail-oriented environmentClear written and verbal communication skillsStrong interest in portfolio analytics, performance measurement, and investment strategyAbout the Career Launch AI Talent NetworkThe Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:Skills-based role matchingResume and profile optimizationGuidance on outreach to investment teams and fund managersInterview preparation for portfolio analytics, investment operations, and reporting rolesTo learn more or express interest in portfolio analytics roles, visit:
Not specified in the original listing.
Not specified in the original listing.
