Location: New York, NY Employment Type: Full-Time Estimated Compensation $140,000 – $185,000 total annual compensation (varies by employer) Position Overview Fund Strategy Specialists support investment and platform leadership by shaping and evaluating fund-level strategies across fundraising, capital deployment, portfolio construction, and performance management. The role emphasizes strategic analysis, fund design, and long-term planning, rather than transaction execution or day-to-day trading activity. These professionals collaborate closely with investment teams, capital formation, portfolio management, operations, and external advisors to ensure fund strategies are aligned with market conditions, investor expectations, and return objectives. Key Responsibilities Support development and refinement of fund strategies, structures, and investment mandates Analyze market trends, investor demand, and competitive fund positioning Assist with capital deployment planning, pacing models, and portfolio construction frameworks Evaluate fund performance relative to stated objectives, benchmarks, and peer groups Support fund lifecycle activities including launch, scaling, and wind-down planning Prepare strategy materials for internal leadership, investment committees, and stakeholders Conduct scenario analysis to assess fund-level risks, returns, and capital efficiency Collaborate with capital formation teams on fund positioning and messaging Build and maintain analytical tools, dashboards, and reporting for fund strategy insights Translate complex analysis into clear, actionable recommendations Preferred Qualifications Bachelor’s degree in Finance, Economics, Business, Mathematics, Engineering, or a related field Strong interest in fund strategy, alternative investments, and long-term capital planning Foundational understanding of fund structures, private markets, and investment vehicles Experience or coursework in investment strategy, portfolio construction, or fund analytics (preferred but not required) Strong analytical, modeling, and problem‑solving skills Proficiency in Excel and PowerPoint; familiarity with Python, SQL, or financial modeling tools is a plus Ability to manage multiple strategic workstreams in a deadline‑driven environment Strong written and verbal communication skills Strategic mindset with attention to detail and execution #J-18808-Ljbffr
Fund Strategy Specialist • New York, NY, United States
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