Portfolio Monitoring 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 Monitoring 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 ongoing portfolio oversight, risk monitoring, exposure tracking, and performance surveillance.

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:
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Portfolio Monitoring Managers are responsible for continuously overseeing portfolio positions, exposures, and risk metrics to ensure alignment with investment guidelines, mandates, and risk tolerances. The role blends analytical rigor, market awareness, and operational discipline to support portfolio managers and risk teams.

These roles often involve close collaboration with portfolio managers, risk management, investment operations, compliance, and analytics teams.

Monitor portfolio positions, exposures, and concentrations across strategies and asset classes

Track daily P&L, risk metrics, and performance drivers

Identify breaches, anomalies, and emerging risks relative to guidelines and limits

Support real-time and periodic portfolio monitoring processes

Develop and maintain monitoring dashboards, reports, and analytical tools

Conduct scenario analysis, stress testing, and sensitivity analysis

Partner with portfolio managers to assess portfolio changes and risk implications

Coordinate with risk, compliance, and operations teams to ensure data accuracy and controls

Prepare daily, weekly, and ad-hoc monitoring reports for senior management

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

Strong understanding of portfolio construction, risk metrics, and investment strategies

Experience or coursework in portfolio monitoring, risk management, or investment analytics (preferred but not required)

Strong quantitative and analytical skills with attention to detail

Proficiency in Excel; familiarity with Python, R, SQL, or portfolio/risk systems is a plus

Ability to work effectively in fast-paced, time-sensitive environments

Clear written and verbal communication skills

Strong interest in portfolio management, risk oversight, 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 monitoring and risk teams

Interview preparation for portfolio oversight, risk, and analytics roles

To learn more or express interest in portfolio monitoring and investment risk roles, visit:
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