Investment Evaluation Analyst

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 Investment Evaluation Analyst description represents the type of early-career 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 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 .

A lower middle-market private equity firm (representative of firms within our network) may seek a highly analytical Investment Evaluation Analyst to support the assessment and underwriting of potential investments.

Professionals in roles like this focus on rigorous financial analysis, risk assessment, and valuation work that informs investment decisions. The environment is typically lean and performance-driven, providing meaningful exposure to live transactions, senior investment professionals, and strategic decision-making processes.

• Screen inbound investment opportunities and prepare structured evaluation summaries
• Build and maintain operating and transaction models (3-statement models, DCFs, LBOs)
• Analyze projected returns, IRRs, MOIC, capital structures, and downside scenarios
• Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation techniques
• Identify key value drivers, risk factors, and sensitivity assumptions
• Support financial, commercial, operational, and legal diligence work streams
• Analyze historical financial statements, revenue drivers, margin trends, and working capital dynamics
• Evaluate KPIs, customer cohorts, retention metrics, and unit economics
• Conduct industry research and competitive analysis to support investment theses

• Draft screening memos, investment committee presentations, and analytical summaries
• Synthesize complex diligence findings into clear, actionable insights
• Present data-driven perspectives on risks, return potential, and strategic positioning
• Assist with transaction execution, data room review, and coordination with advisors
• Support portfolio company performance tracking and KPI reporting
• Contribute analytical support for add‑on acquisitions, refinancing opportunities, and exit evaluations

• Direct exposure to high‑stakes investment decisions
• Hands‑on modeling and valuation experience
• Opportunity to influence underwriting and risk assessment
• Accelerated development in private markets investing and strategic finance

This profile reflects the competencies commonly sought by firms for roles of this type.

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
• Advanced Excel proficiency and ability to build or audit complex financial models
• Strong understanding of accounting, corporate finance, and valuation methodologies
• Comfort interpreting financial statements and assessing transaction structures

• Prior internships or experience in investment banking, private equity, venture capital, consulting, or corporate finance is beneficial
• Experience performing financial analysis, modeling, or transaction support
• Demonstrated interest in investing, financial markets, and analytical decision‑making

• Strong analytical rigor and attention to detail
• Structured thinker with sound judgment
• Clear written and verbal communication skills
• Ability to operate effectively in fast‑paced, deadline‑driven environments
• High ownership mentality, intellectual curiosity, and coachability

Career Launch AI is a career acceleration platform that supports candidates pursuing competitive finance roles. Members receive tools, outreach support, and structured guidance.

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