Senior Portfolio Advisory Specialist

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Asset Management / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

This posting represents the type of Senior Portfolio Advisory Specialist roles featured within the Career Launch AI Private Job Board
.
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive roles spanning portfolio advisory, investment strategy, and client-facing analytics across banks, asset managers, and alternative investment firms. This description reflects a portfolio-focused advisory role accessible through our network for high-performing early-career professionals.

More information is available .

A leading investment bank, asset manager, or wealth and portfolio advisory platform may seek a Senior Portfolio Advisory Specialist to support portfolio analysis, investment strategy recommendations, and client advisory initiatives.

This role emphasizes portfolio construction, performance analysis, and strategic insights across asset classes. It is well-suited for candidates seeking exposure to advisory decision-making, institutional portfolios, and long-term investment strategy in a client-facing or internal advisory capacity.

• Analyze client or institutional portfolios across asset classes and investment strategies
• Support portfolio construction, rebalancing, and risk-return optimization analyses
• Build and maintain portfolio-level financial, performance, and scenario models
• Conduct asset allocation, benchmarking, and peer analysis
• Prepare advisory materials, portfolio reviews, and investment strategy presentations
• Support senior advisors and portfolio managers with data-driven insights
• Assist with due diligence on investment products, funds, and strategies
• Monitor portfolio performance, market trends, and macroeconomic developments
• Collaborate with investment, advisory, and client service teams

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
• Strong analytical skills with exposure to portfolio theory, asset allocation, and performance analysis
• Understanding of public and/or private market investment strategies
• Excellent quantitative, written, and verbal communication skills
• Strong attention to detail and ability to synthesize complex data into actionable insights
• Ability to manage multiple priorities in a fast-paced advisory environment
• Prior internship or experience in asset management, investment banking, consulting, wealth management, or portfolio analytics is beneficial
• Proficiency in Excel, PowerPoint, and financial research platforms

This Senior Portfolio Advisory Specialist description reflects the types of advisory and strategy-oriented roles available exclusively to Career Launch AI members, including:

Roles shared directly by investment firms and advisory platforms

Opportunities not posted publicly

Warm introductions to portfolio managers, advisors, and hiring teams

AI-supported job targeting and application support

Interview coaching focused on portfolio strategy and advisory roles

Career Launch AI members gain access to over 1,000+ curated roles across:

Asset & Wealth Management

Investment Banking

Private Equity & Venture Capital

Corporate Finance

Technology, Data, and Product

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

AI-powered job application automation

Personalized recruiter and advisor outreach

Warm introductions to decision-makers

Sector-specific resume and investment narrative optimization

Interview preparation and ongoing support

This posting is an example of the types of portfolio advisory positions members may pursue through the platform.

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:
(Use the "Apply for this Job" box below)./assessment

• Access to the exclusive job board
• Personalized outreach and warm introductions