Portfolio Analytics Associate

Job overview

Portfolio Analytics Associate is listed in New York, NY, with annual compensation of $140,000–$185,000. The posting presents a sample role commonly found through the Career Launch AI Talent Network; it does not specify a work arrangement. The network helps candidates pursue opportunities in portfolio management, investment analytics, and performance reporting. The associate supports investment teams by monitoring portfolio positions and performance and providing analysis for investment decisions. The work contributes to accurate performance reporting and risk tracking through analytics, reporting, and collaboration with portfolio managers and related teams.

What you'll do

• Monitor portfolio positions, cash flows, and investment performance across asset classes
• develop and maintain dashboards, reports, and analytical models
• conduct attribution analysis and performance benchmarking
• support risk monitoring, P&L tracking, and exposure analysis
• assist with rebalancing, scenario analysis, and stress testing
• prepare reporting packages and presentations for senior management and investors
• identify trends and anomalies
• collaborate with investment operations, fund accounting, and external service providers to support data accuracy.

What we're looking for

Skills & competencies

portfolio analytics associate

new york ny

career launch ai

portfolio management

investment analytics

performance reporting

portfolio monitoring

risk tracking

attribution analysis

financial modeling

excel

sql

python

Work arrangement

• Weekend coverage required

Why this role

The posting is a sample description for roles that may vary by employer and investment focus, including private equity, private credit, real estate, and hedge funds.

About the employer

Career Launch AI is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.