Portfolio Strategy 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 Portfolio Strategy 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- to mid-career roles focused on portfolio construction, asset allocation, performance analysis, and long-term investment strategy across public and private markets.

Actual openings may vary based on employer type, asset class mix, investment platform, and portfolio objectives.

Portfolio Strategy Specialists support investment and portfolio leadership by developing, analyzing, and refining portfolio-level strategies
. The role emphasizes long-term portfolio design, diversification, and risk-return optimization
, rather than day-to-day trading or execution.

These professionals work closely with portfolio managers, investment strategy teams, risk management, and analytics groups to ensure portfolios are aligned with strategic objectives and market conditions.

• Support portfolio construction and asset allocation frameworks across strategies
• Analyze portfolio performance, attribution, and diversification metrics
• Conduct scenario analysis, stress testing, and downside risk assessments
• Evaluate portfolio exposures, concentration risks, and alignment with mandates
• Support rebalancing analysis and long-term portfolio optimization initiatives
• Monitor market trends and their implications for portfolio strategy
• Develop analytical tools, models, and dashboards for portfolio insights
• Prepare portfolio strategy materials for senior leadership and committees
• Assist with portfolio reviews and strategic allocation discussions

• Bachelor’s degree in Finance, Economics, Mathematics, Statistics, Engineering, or a related field
• Strong interest in portfolio strategy, asset allocation, and investment management
• Solid understanding of portfolio theory, diversification, and risk-return tradeoffs
• Experience or coursework in portfolio analytics, investment strategy, or risk analysis (preferred but not required)
• Strong analytical and quantitative skills with high attention to detail
• Proficiency in Excel and PowerPoint; familiarity with Python, R, or SQL is a plus
• Ability to synthesize data into strategic recommendations
• Clear written and verbal communication skills
• Collaborative mindset with strong organizational skills

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching for portfolio strategy and analytics roles

Resume and profile optimization for portfolio and investment teams

Guidance on outreach to portfolio management and strategy groups

Interview preparation for portfolio strategy, asset allocation, and case-based assessments