Investment Banking & Fund Management Analyst

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

This posting represents the type of Investment Banking & Fund Management Analyst roles featured within 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 finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role combining investment banking transaction exposure with fund management, portfolio analysis, and investor reporting responsibilities
.

More information is available at career launch.ai
.

A leading investment bank or advisory firm may seek an Investment Banking & Fund Management Analyst to support both deal execution and fund/portfolio management activities
. This dual-focus role is ideal for candidates seeking hands-on experience in M&A, capital markets, and fund-level portfolio oversight
, including analysis of fund performance, investor reporting, and capital allocation strategies.

Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for transaction and fund-level analysis

Conduct industry research, benchmarking, and fund performance and portfolio analytics

Support live M&A, capital markets, and restructuring engagements

Prepare pitch books, investment memoranda, and investor reporting materials

Assist with due diligence, data room organization, and portfolio/fund monitoring tasks

Collaborate with senior bankers and fund managers across client strategy, deal workflows, and portfolio management initiatives

Support internal and client-facing reporting on fund strategy, capital allocation, and investment performance

Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related discipline

Strong skills in financial modeling, valuation, and fund/portfolio analytics

Excellent analytical, quantitative, and communication abilities

Ability to handle multiple work streams in a fast-paced, client-facing environment

High attention to detail and strong organizational skills

Prior internship or full-time experience in investment banking, private equity, asset/fund management, or advisory is beneficial

Proficiency in Excel, PowerPoint, and financial research and reporting tools