Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
About This Posting
This job description represents a sample Portfolio Advisory 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 roles that support portfolio management, investment advisory, and client-facing investment solutions.
Actual openings may vary based on employer type (asset manager, wealth management firm, private bank, or institutional investor), asset class focus (equities, fixed income, alternative investments, multi-asset), and investment strategy.
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
Position Overview:
Portfolio Advisory Associates support portfolio managers and investment advisory teams by providing research, analysis, and operational support for client portfolios. The role blends quantitative analysis, portfolio monitoring, and investment insight delivery in a fast-paced, client-focused environment.
These roles involve close collaboration with portfolio managers, investment analysts, client advisors, and risk/compliance teams.
Key Responsibilities:
Assist in the preparation and review of portfolio performance reports and client-facing presentations
Conduct quantitative and qualitative analysis of portfolio holdings, asset allocation, and risk exposures
Support portfolio managers in monitoring and rebalancing portfolios according to investment guidelines
Assist with due diligence on investment strategies, managers, and products
Prepare market, sector, and asset-class analysis to inform investment decisions
Monitor portfolios for adherence to mandates, restrictions, and compliance requirements
Support client onboarding, reporting, and periodic portfolio review processes
Collaborate with operations and risk teams to ensure data accuracy and smooth execution of investment decisions
Identify opportunities to enhance portfolio processes, reporting, and client experience
Preferred Qualifications:
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related field
Strong understanding of portfolio management, asset allocation, and investment products
Experience or coursework in investment analysis, portfolio construction, or wealth management (preferred but not required)
Strong analytical skills with attention to detail
Proficiency in Excel and portfolio analytics tools; familiarity with Python, R, SQL, or Bloomberg is a plus
Ability to work effectively in a client-focused, fast-paced environment
Strong written and verbal communication skillsInterest in investment strategy, portfolio advisory, and client engagement
About the Career Launch AI Talent Network
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 portfolio management and advisory teams
Interview preparation for investment, portfolio analysis, and client advisory roles
To learn more or express interest in portfolio management and advisory roles, visit:
https://www.careerlaunch.ai/
