Portfolio Manager

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 Performance Manager 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 focused on performance measurement, attribution, reporting, and investment insight generation.

Actual openings may vary based on employer needs, asset class focus (e.g., equities, fixed income, multi-asset, alternatives, private markets), investment strategy, and portfolio complexity.

For more information on the Career Launch AI Talent Network, visit: https://(Use the "Apply for this Job" box below)./

Portfolio Performance Managers are responsible for analyzing, monitoring, and communicating portfolio performance across investment strategies. The role blends quantitative analysis, financial reporting, and investment insight to support portfolio managers, senior leadership, and investor-facing teams.

These roles often involve close collaboration with portfolio managers, investment research, risk, operations, and client-facing teams.

• Monitor and analyze portfolio performance across strategies, mandates, and benchmarks
• Conduct performance attribution, contribution analysis, and return decomposition
• Track portfolio P&L, exposures, and risk‑adjusted performance metrics
• Develop and maintain performance dashboards, analytics, and reporting tools
• Identify performance drivers, trends, and deviations from expectations
• Partner with portfolio managers to explain results and support investment decisions
• Support monthly, quarterly, and ad‑hoc performance reporting for internal and external stakeholders
• Ensure accuracy and consistency of performance data in coordination with operations and fund accounting
• Assist with investor reporting, presentations, and performance narratives

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong understanding of portfolio performance measurement, attribution methodologies, and benchmarks
• Experience or coursework in performance analysis, portfolio analytics, or investment reporting (preferred but not required)
• Advanced analytical skills with strong attention to detail
• Proficiency in Excel; familiarity with Python, R, SQL, or performance systems (e.g., Fact Set, Bloomberg, Aladdin) is a plus
• Ability to synthesize complex performance data into clear insights
• Strong written and verbal communication skills
• Ability to work effectively in fast‑paced, deadline‑driven environments
• Strong interest in portfolio management, investment analytics, and capital markets

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 performance teams
• Interview preparation for performance analysis, portfolio analytics, and investment reporting roles

To learn more or express interest in portfolio performance and investment analytics roles, visit: https:///