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Portfolio Optimization Specialist

career launch aiNew York, NY

today

Occupations

Financial and Investment AnalystsFinancial Quantitative AnalystsFinancial Risk Specialists

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities

$140,000 per year

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About the role

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 Optimization Specialistposition 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 focused on portfolio analysis, performance optimization, and investment strategy support. Actual openings may vary depending on asset class focus (e.g., equities, fixed income, private capital, alternative investments) and investment strategy. For more information on the Career Launch AI Talent Network, visit: https://www.careerlaunch.ai/Position Overview Portfolio Optimization Specialists support investment teams and portfolio managers by analyzing portfolio performance, assessing risk-return trade-offs, and implementing strategies to optimize portfolio efficiency and returns. The role combines quantitative analysis, strategic thinking, and operational execution to enhance portfolio outcomes. These roles involve close collaboration with portfolio managers, investment analysts, risk management, and operations teams to ensure portfolios are aligned with strategic objectives and risk constraints.
Key Responsibilities:
  • Analyze portfolio performance and identify opportunities to improve risk-adjusted returns
  • Develop and maintain analytical tools, dashboards, and models for portfolio optimization and scenario analysis
  • Conduct asset allocation, diversification, and liquidity analysis across multiple portfolios
  • Support portfolio rebalancing, capital deployment, and risk mitigation strategies
  • Monitor portfolio exposures, P&L, and risk metrics, providing timely reports to investment teams
  • Collaborate with portfolio managers and analysts on investment strategy and portfolio construction decisions
  • Identify inefficiencies, anomalies, and optimization opportunities across portfolio holdings
  • Prepare reports and presentations for senior management, clients, or internal stakeholders
Preferred Qualifications:
  • Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
  • Strong understanding of portfolio management, asset allocation, and risk-return optimization
  • Experience or coursework in investment analysis, quantitative finance, or portfolio optimization (preferred but not required)
  • Advanced analytical and modeling skills with high attention to detail
  • Proficiency in Excel; familiarity with Python, R, SQL, or portfolio analytics platforms is a plus
  • Strong written and verbal communication skills for reporting and stakeholder presentations
  • Ability to work effectively in a collaborative, fast-paced environment
  • Strong interest in portfolio strategy, optimization techniques, and investment performance
  • 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 and investment teams Interview preparation for portfolio management, optimization, and quantitative assessments To learn more or express interest in portfolio optimization roles, visit: https://www.careerlaunch.ai/

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JOB OVERVIEW

Salary

$140,000 per year

Experience level

Senior

Location

New York, NY

Occupation

Financial and Investment Analysts

Industry

Portfolio Management and Investment Advice

Posted

today

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