Entry Investment Associate – PE
Listed on 2026-02-17
-
Finance & Banking
Financial Analyst, Financial Consultant
Entry Investment Associate – Private Equity (PE)
Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer)
This Entry Investment Associate – PE description represents the type of early-career private equity associate roles featured on the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.
Members of the Career Launch AI platform gain access to exclusive entry-level private equity investment roles that may not appear on public job boards. Career Launch AI provides tools, outreach support, and structured guidance to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber buy-side careers.
More information is available at career launch.ai
.
A lower middle-market private equity firm (representative of firms within our network) may seek a highly analytical Entry Investment Associate to support deal teams across the full investment lifecycle
, from sourcing and underwriting through execution and portfolio support.
This role is designed for candidates at the start of an associate-track private equity career
, offering meaningful responsibility, close collaboration with senior investors, and direct exposure to investment decision-making. Teams are typically lean, allowing associates to take ownership of analyses that directly influence outcomes.
Build and maintain operating and transaction models
, including 3-statement models, DCFs, and LBOs
Analyze investment returns, capital structures, leverage profiles, and downside scenarios
Perform valuation analyses using comparable companies, precedent transactions, and intrinsic methods
Support underwriting of new platform investments and add-on acquisitions
Support diligence across financial, commercial, operational, and legal work streams
Analyze company performance, KPIs, unit economics, and margin drivers
Conduct industry and competitive research to support investment theses
Synthesize third-party diligence findings into clear, decision-oriented insights
Draft investment memoranda, models, and presentation materials
Summarize diligence findings, risks, and value-creation opportunities
Prepare data-backed recommendations for internal investment discussions
Support transaction execution through signing and closing
Assist with portfolio company KPI tracking and performance analysis
Support operational improvement initiatives and growth strategies
Contribute to analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit planning
Monitor portfolio performance relative to underwriting assumptions
What Makes This Work EngagingDirect exposure to live private equity deals and investment decisions
Meaningful interaction with management teams, founders, and senior investors
Accelerated development in M&A, leveraged finance, and strategic analysis
Clear progression toward long-term roles in private equity investing
Ideal Candidate ProfileThis profile reflects the competencies commonly sought for entry-level private equity associate roles
.
Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel skills and ability to build and audit complex financial models
Solid understanding of accounting, corporate finance, and valuation
Experience (Formal or Informal)Prior internships or experience in investment banking, private equity, consulting, transaction advisory, or corporate finance is beneficial
Demonstrated interest in private equity, investing, and transaction-driven work
Soft Skills & MindsetStrong ownership mentality and attention to detail
Clear written and verbal communication skills
Ability to perform in fast-paced, deal-driven environments
Coachable, intellectually curious, and motivated to grow as an investor
How Career Launch AI Helps Candidates Access Roles Like ThisCareer Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and buy-side roles.
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