Capital Allocation Analyst
Listed on 2026-02-16
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Finance & Banking
Financial Analyst, Financial Consultant, Corporate Finance, Capital Markets
Capital Allocation Analyst (Entry-Level)
Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000+ total compensation (varies by employer)
This Capital Allocation Analyst description represents the type of early-career, strategy- and returns-focused investment 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 buy-side and principal investing 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-impact finance opportunities.
More information is available at career launch.ai
.
Private equity firms, holding companies, family offices, and long‑term capital vehicles within our network may seek analytically strong Capital Allocation Analysts to support decisions around deploying capital across new investments, follow‑on investments, debt paydowns, recapitalizations, and exits
.
Individuals in roles like this work closely with senior investors to evaluate how capital is best allocated across the portfolio to maximize risk‑adjusted returns. The role blends financial modeling, strategic analysis, portfolio optimization, and investment prioritization
, offering exposure beyond individual deals to firm‑wide capital strategy.
The work environment is typically lean and highly analytical, providing direct visibility into capital deployment decisions and portfolio construction.
Day-to-Day Responsibilities Capital Allocation & Return Analysis- Evaluate capital deployment opportunities across new investments, follow‑ons, add‑ons, refinancings, and exits
- Analyze expected IRRs, MOICs, cash‑on‑cash returns, and payback profiles across competing uses of capital
- Compare risk‑adjusted returns across investment alternatives to support capital prioritization
- Build and maintain models to assess capital allocation scenarios at both deal and portfolio levels
- Perform sensitivity, downside, and liquidity analyses to evaluate capital preservation and return trade‑offs
- Analyze capital structure optimization, leverage levels, and refinancing opportunities
- Support portfolio construction analysis, concentration limits, and diversification considerations
- Track deployed vs. undeployed capital, reserves, and future funding obligations
- Assist in evaluating timing decisions for exits, partial realizations, or redeployment of capital
- Prepare capital allocation materials, dashboards, and summaries for investment committee discussions
- Synthesize financial and strategic insights into clear recommendations
- Present data‑backed perspectives on trade‑offs between growth, risk, and liquidity
- Monitor portfolio performance relative to underwriting assumptions
- Support return attribution analysis and performance benchmarking
- Assist with post‑investment reviews to inform future capital allocation decisions
- Direct involvement in how and where capital is deployed across a portfolio
- Exposure to firm‑level strategy beyond individual transactions
- Close collaboration with senior investors and decision‑makers
- Accelerated learning in capital strategy, portfolio construction, and return optimization
This profile reflects the competencies commonly sought for capital allocation–focused investment roles.
Education & Technical Skills- Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
- Strong Excel and financial modeling skills with comfort analyzing multiple return scenarios
- Solid understanding of capital structures, investment returns, and valuation principles
- Prior internships or experience in investment banking, private equity, hedge funds, corporate development, strategy, or corporate finance is beneficial
- Exposure to investment analysis, portfolio analytics, or capital planning is a plus
- Demonstrated interest in capital allocation, portfolio strategy, and long‑term value creation
- Strong analytical judgment and ability to compare competing investment priorities
- High ownership mentality and comfort working with ambiguity
- Clear written and verbal communication skills
- Ability to operate in fast‑paced, decision‑driven environments
- Coachability, intellectual curiosity, and long‑term strategic thinking
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