Transaction Analyst
Listed on 2026-02-23
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Finance & Banking
Financial Analyst, Financial Consultant
Location: New York
Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)
This Transaction Opportunity Analyst description represents the type of early-career, transaction-focused buy-side 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.
About the OpportunityLower middle-market private equity firms and investment platforms within our network may seek analytically strong Transaction Opportunity Analysts to support the evaluation, prioritization, and advancement of new transaction opportunities.
Individuals in roles like this operate at the intersection of sourcing and execution—screening inbound and outbound deals, performing rapid financial and strategic assessments, and determining which opportunities merit deeper diligence. Teams are typically lean, offering meaningful exposure to how investment decisions are shaped at the earliest stages of a transaction.
Day-to-Day Responsibilities Transaction Screening & Opportunity AssessmentReview and evaluate inbound and sourced investment opportunities
Perform high-level financial and strategic screening analyses
Assess business models, growth drivers, and risk factors
Prioritize opportunities based on fit, return potential, and execution complexity
Financial Analysis & ModelingBuild and review preliminary operating models and transaction scenarios
Analyze returns, capital structures, and downside sensitivities
Support valuation work using comparable companies, precedent transactions, and simplified DCFs
Market & Deal ResearchConduct industry, sector, and competitive research to contextualize opportunities
Analyze historical performance, KPIs, customer concentration, and unit economics
Track transaction trends and comparable deal activity
Investment Committee & Deal Team SupportPrepare screening memos, opportunity summaries, and presentation materials
Communicate findings and recommendations to investment professionals
Support handoff of qualified opportunities into full diligence processes
What Makes This Work EngagingDirect involvement in go / no-go transaction decisions
Exposure to a wide volume of industries and deal types
Development of rapid commercial and financial judgment
Accelerated learning across buy-side transaction execution
Ideal Candidate ProfileThis profile reflects the competencies commonly sought for transaction screening and opportunity analysis roles.
Education & Technical SkillsBachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel skills with comfort building and reviewing transaction models
Solid understanding of accounting, valuation, and private equity return drivers
Experience (Formal or Informal)Prior internships or experience in investment banking, private equity, consulting, transaction advisory, or corporate finance is beneficial
Demonstrated interest in deal evaluation, financial analysis, or investment decision-making
Soft Skills & MindsetStrong analytical judgment and attention to detail
Clear written and verbal communication skills
Ability to synthesize large amounts of information quickly
Coachable, curious, and eager to develop investment instincts
How Career Launch AI Helps Candidates Access Roles Like ThisCareer Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side roles.
AI-Powered Job Search AutomationAutomated applications to a high volume of relevant roles with tailored resumes
Targeted searches across private equity, growth equity, investment banking, and corporate development
Human-led outreach to partners, principals, and deal professionals
Support initiating warm conversations beyond traditional job portals
Execution & Tracking SupportCentralized systems to manage applications, outreach, and follow-ups
End-to-end administrative support throughout the search process
Interview & Case PreparationAssistance with transaction screening cases and modeling exercises
Behavioral and technical interview preparation
Ongoing guidance throughout the hiring and placement process
Learn More or ApplyTo 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 application tools, interview preparation, and continued assistance until placement.
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