Investment Analyst

Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)

This Investment Opportunity Analyst description represents the type of early-career investment analysis and opportunity evaluation roles featured on the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of our platform gain access to exclusive investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

More information is available at career launch.ai.

Lower middle-market private equity firms within our network may seek analytically strong Investment Opportunity Analysts to support the identification, evaluation, and prioritization of potential investment opportunities.

Individuals in roles like this gain hands-on exposure to deal screening, financial analysis, diligence coordination, and investment decision support. The work environment is typically lean and fast-paced, offering meaningful visibility into how investment opportunities progress from initial review to execution.

Review inbound and proprietary investment opportunities against firm investment criteria

Conduct preliminary financial analysis, including revenue quality, margin structure, and growth drivers

Build and maintain high-level operating and transaction models (3-statement, DCF, and LBO as applicable)

Analyze returns, capital structures, and downside scenarios to assess investment attractiveness

Perform initial screening of potential transactions to determine strategic and financial fit

Analyze business models, unit economics, KPIs, and competitive positioning

Conduct industry, sector, and market research to support investment theses

Track deal flow, opportunity status, and screening outcomes

Support financial, commercial, operational, and legal diligence work streams

Synthesize diligence findings and identify key risks and value-creation opportunities

Coordinate with internal teams and external advisors during evaluation phases

Prepare screening summaries, investment memos, and presentation materials

Clearly communicate analysis, assumptions, and recommendations

Present data-backed perspectives on risks, opportunities, and return drivers

Assist with performance tracking and KPI dashboards for portfolio companies

Support analysis for add-on acquisitions, refinancing initiatives, and exit planning

Contribute to strategic and financial initiatives across active investments

Exposure to a wide range of investment opportunities across industries

Accelerated learning in transaction analysis, valuation, and diligence

Interaction with senior investors, management teams, and external advisors

This profile reflects the competencies commonly sought for investment opportunity-focused roles.

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

Strong Excel skills and ability to build or audit financial models

Solid understanding of accounting, corporate finance, and valuation principles

Prior internships or experience in investment banking, private equity, venture capital, consulting, or corporate finance is beneficial

Demonstrated interest in investing, deal evaluation, or transaction analysis

Strong analytical judgment and attention to detail

Clear written and verbal communication skills

Ability to prioritize and evaluate multiple opportunities simultaneously

Ownership mentality, intellectual curiosity, and coachability

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive investment roles.

Automated applications to a large volume of relevant roles with tailored resumes

Targeted searches across private equity, venture capital, investment banking, and corporate development

Human-led outreach to recruiters, partners, and investment professionals

Support initiating warm conversations beyond traditional job portals

Streamlined systems to manage applications and outreach

End-to-end administrative support throughout the search process

Preparation for investment screening, case studies, and modeling exercises

Behavioral and technical interview readiness

Ongoing guidance provided throughout the hiring and placement process

To access roles of this kind through the Career Launch AI platform, visit:
career launch.ai

Career Launch AI offers access to a curated job board, personalized outreach support, automated…