Transaction Research 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 Transaction Research Analyst description represents the type of early-career, research-oriented private capital 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 investment and transaction roles that may not appear on public job boards. Career Launch AI provides tools and structured support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

More information is available at career launch.ai
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A lower middle-market private equity firm (representative of firms within our network) may seek a Transaction Research Analyst to support deal sourcing, screening, and diligence efforts through high-quality research and analytical support.

This role is ideal for candidates at the beginning of their buy-side careers who want exposure to how investment teams identify, evaluate, and prioritize transaction opportunities before and during active deal processes.

The environment is typically lean, providing close interaction with senior investment professionals and strong visibility into live deal activity.

• Conduct research on potential acquisition targets
  , industries, and market segments
• Support deal sourcing efforts by analyzing company profiles, financial summaries, and ownership structures
• Assist with initial opportunity screening and prioritization
• Maintain databases of potential targets, transactions, and market intelligence

• Perform industry, sector, and competitive research to support investment theses
• Analyze market size, growth drivers, competitive dynamics, and industry trends
• Compile research findings into clear, concise briefing materials for investment teams
• Assist with early-stage diligence by reviewing financial statements, KPIs, and operating metrics
• Support analysis of customer concentration, revenue drivers, unit economics, and business risks
• Organize and summarize diligence materials from internal and third-party sources
• Help prepare screening memos, research summaries, and investment committee materials
• Draft supporting slides and written content for internal presentations
• Ensure research outputs are well-structured, accurate, and decision-ready

• Track relevant transactions, market activity, and comparable company data
• Support the upkeep of internal research libraries and deal logs
• Assist with ad hoc analytical requests from senior team members

• Direct exposure to how private equity firms identify and evaluate deals
• Hands-on involvement in transaction research and early-stage diligence
• Opportunity to develop strong investment judgment and analytical foundations
• Accelerated learning across private markets, M&A, and industry analysis

This profile reflects the competencies commonly sought for entry-level transaction research roles in private equity and private capital.

• Bachelor’s degree in Finance, Economics, Accounting, Business, Engineering, Mathematics, or a related field
• Strong analytical and research skills with attention to detail
• Solid understanding of financial statements and corporate finance fundamentals
• Proficiency in Excel; familiarity with financial data sources is a plus

• Prior internships or academic exposure to finance, research, consulting, investment banking, or corporate development is…