Private Capital Financial Analyst

Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer)

This Private Capital Financial Analyst description represents the type of early-career private capital and private markets 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 buy-side financial analyst roles across private equity, growth equity, and private credit that may not appear on public job boards. Career Launch AI provides tools, outreach support, and structured guidance to help candidates connect with hiring teams and pursue high-caliber careers in private capital.

More information is available at career launch.ai.

A lower middle-market private equity or private capital firm (representative of firms within our network) may seek a financially rigorous, entry-level Private Capital Financial Analyst to support investment teams across deal underwriting, valuation, and portfolio financial analysis.

The role offers hands-on exposure to transaction modeling, capital structure analysis, diligence support, and portfolio monitoring within lean investment teams, providing early-career analysts with direct insight into how private capital investment decisions are evaluated and executed.

Build and maintain operating and transaction financial models, including 3-statement models, DCFs, and introductory LBO and return models

Analyze investment returns, capital structures, leverage profiles, and downside scenarios

Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation methods

Support underwriting and scenario analysis for new investments, add-on acquisitions, and recapitalizations

Support diligence across financial, accounting, and commercial work streams

Analyze historical and projected financial performance, KPIs, cash flows, and unit economics

Review quality-of-earnings findings and summarize key insights

Assist in synthesizing third-party diligence materials into clear financial takeaways

Assist in drafting investment memoranda, financial exhibits, and presentation materials

Summarize key risks, sensitivities, and return drivers

Provide analytical support throughout the transaction process, including signing and closing

Support ongoing portfolio company financial monitoring and reporting

Assist with budget reviews, variance analysis, and covenant tracking

Contribute to analysis for bolt-on acquisitions, refinancings, dividend recaps, and exit scenarios

Help track portfolio performance relative to original underwriting assumptions

Direct exposure to buy-side financial analysis and transaction economics

Interaction with senior investors, management teams, and advisors

Accelerated development in valuation, modeling, and capital markets

Strong foundation for long-term careers in private equity and private capital

This profile reflects the competencies commonly sought for entry-level private capital financial analyst roles.

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

Strong Excel skills and comfort building and auditing financial and valuation models

Solid understanding of accounting, corporate finance, and valuation fundamentals

Prior internships or experience in investment banking, private equity, transaction advisory, consulting, or corporate finance is beneficial

Demonstrated interest in financial analysis, investing, or transaction-oriented work

High attention to detail and strong analytical discipline

Clear written and verbal communication skills

Ability to operate in fast-paced, deal-driven environments

Coachable, intellectually curious, and proactive

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