Fund Specialist

Fund Performance Specialist
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 Fund Performance Specialist 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 in fund analysis, portfolio performance, and reporting.

Actual openings may vary based on employer needs, asset class focus (e.g., private equity, hedge funds, fixed income, real estate, infrastructure), and investment strategy.

For more information on the Career Launch AI Talent Network, visit:
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Fund Performance Specialists support investment teams by monitoring, analyzing, and reporting on the performance of investment funds and portfolios. The role combines quantitative analysis, performance benchmarking, and risk reporting to ensure accurate fund evaluation and informed investment decisions.

These roles often involve close collaboration with portfolio managers, operations, accounting, and risk teams to provide insights that optimize fund performance and support strategic capital allocation.

Monitor fund and portfolio performance across multiple asset classes and strategies

Conduct quantitative analysis of returns, risk metrics, and benchmarking relative to peers or indices

Prepare performance reports, dashboards, and presentations for internal teams and external stakeholders

Collaborate with operations and accounting teams to validate fund data and ensure reporting accuracy

Track portfolio attribution, fund-level P&L, and exposure metrics

Identify anomalies, trends, and opportunities to enhance fund performance or reporting processes

Support ad-hoc analysis and performance reporting requests for senior management or investors

Assist in the implementation and maintenance of performance monitoring systems and tools

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

Strong understanding of investment funds, portfolio analysis, and performance metrics

Experience or coursework in fund performance, portfolio management, or quantitative analysis (preferred but not required)

Advanced analytical skills with attention to detail and proficiency in Excel

Familiarity with performance reporting tools, Python, R, SQL, or VBA is a plus

Ability to work effectively in a fast-paced, time-sensitive environment

Clear written and verbal communication skills for internal and external reporting

Strong interest in fund performance analysis, portfolio monitoring, and investment strategy

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 investment, portfolio, and fund teams

Interview preparation for fund performance, portfolio analysis, and quantitative assessments

To learn more or express interest in fund performance roles, visit:
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