Deal Screening Associate
Listed on 2026-10-11
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Finance & Banking
Financial Analyst, Investment Banking, Corporate Finance
Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)
This Deal Screening Associate description represents the type of early-career, buy-side investment screening 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
.
Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Deal Screening Associates to support the initial evaluation and prioritization of investment opportunities
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Individuals in roles like this focus on rapidly assessing inbound and sourced deals, identifying attractive opportunities, and filtering out misaligned or high‑risk transactions before full diligence. Teams are typically lean, providing exposure to how investment judgment is formed at the earliest stages of the deal process.
Day-to-Day Responsibilities Deal Screening & Initial EvaluationReview inbound and sourced investment opportunities across multiple sectors
Conduct high-level financial and qualitative assessments to determine investment fit
Analyze business models, growth drivers, customer concentration, and risk factors
Financial Analysis & Return AssessmentBuild and review preliminary operating and transaction models
Perform high-level valuation and return analyses (LBO, comps, precedent transactions)
Assess capital structures, leverage capacity, and downside scenarios
Market & Competitive AnalysisConduct industry and competitive research to contextualize opportunities
Track market trends, transaction activity, and valuation benchmarks
Support development of investment theses at the screening stage
Investment Committee & Deal Team SupportPrepare screening memos, summaries, and presentation materials
Clearly communicate findings, risks, and recommendations to senior investors
Support transition of approved opportunities into full diligence processes
What Makes This Work EngagingDirect influence on which deals move forward
Exposure to a high volume of diverse transaction opportunities
Development of rapid financial and strategic judgment
Accelerated learning in private equity investing and deal execution
Ideal Candidate ProfileThis profile reflects the competencies commonly sought for deal screening and early‑stage investment roles.
Education & Technical SkillsBachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel skills with the ability to build or assess 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 investment evaluation, deal analysis, or transaction work
Soft Skills & MindsetStrong analytical judgment and attention to detail
Clear written and verbal communication skills
Ability to synthesize information quickly under time constraints
Curious, coachable, 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.
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