Investment Advisory Analyst

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 Investment Advisory Analyst 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 early-career roles supporting investment advisory, portfolio analysis, and client-focused investment solutions.

Actual openings may vary based on employer type (wealth management firms, asset managers, investment banks, registered investment advisors, family offices, or institutional consultants), client segment, and asset class focus.

For more information on the Career Launch AI Talent Network, visit:
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Investment Advisory Analysts support senior advisors, portfolio managers, and investment teams in delivering customized investment strategies to clients. The role blends investment research, portfolio analysis, and client reporting, serving as a foundational analytical position within advisory and investment management organizations.

These roles typically involve close collaboration with advisors, portfolio managers, research teams, and risk and compliance professionals to ensure portfolios align with client objectives, risk tolerance, and market conditions.

Support the development and maintenance of client investment portfolios and model strategies

Analyze portfolio performance, asset allocation, and risk exposures relative to benchmarks

Conduct market, macroeconomic, and asset-class research to support investment recommendations

Assist in portfolio construction, rebalancing, and implementation activities

Prepare client-ready materials, including performance reports, investment reviews, and portfolio commentary

Monitor portfolios for guideline adherence, risk limits, and suitability considerations

Support due diligence on investment products, funds, and managers

Respond to client and advisor inquiries with clear, data-driven insights

Assist with investment-related reporting, presentations, and ad-hoc analysis

Bachelor’s degree in Finance, Economics, Business, Mathematics, or a related field

Strong understanding of investment principles, portfolio theory, and financial markets

Exposure to asset allocation, investment products, and portfolio analytics (preferred)

Strong analytical and quantitative skills with attention to detail

Proficiency in Excel and PowerPoint; familiarity with Python, SQL, or financial databases is a plus

Ability to translate complex investment concepts into clear, client-friendly insights

Strong written and verbal communication skills

Ability to manage multiple priorities in a deadline-driven, client-focused environment

Demonstrated interest in investment advisory, portfolio management, and long-term investing

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 advisory and investment teams

Interview preparation for investment advisory, portfolio management, and research roles

To learn more or express interest in investment advisory and investment management roles, visit:
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