Co-Investment Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)
This job description represents a sample Co-Investment Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private equity, venture capital, and co-investment operations.
Actual openings may vary based on employer needs, investment strategy, and fund focus (e.g., private equity, real assets, venture capital).
For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/
The Co-Investment Specialist supports investment and portfolio teams by analyzing, executing, and monitoring co-investment opportunities alongside primary fund investments. This role blends financial analysis, operational coordination, and deal execution to help ensure accurate, timely, and efficient co-investment transactions.
The role involves close collaboration with portfolio managers, investment committees, legal and compliance teams, and external partners to evaluate opportunities, execute transactions, and monitor co-investment performance.
Support sourcing, evaluation, and execution of co-investment opportunities
Perform financial and operational due diligence on co-investment targets
Coordinate with internal teams, external advisors, and counterparties to facilitate co-investment transactions
Maintain accurate records of co-investment positions, cash flows, and agreements
Assist with post-investment monitoring, performance tracking, and reporting
Prepare analytical models, dashboards, and reports to evaluate co-investment performance
Ensure compliance with internal policies, fund agreements, and regulatory requirements
Identify operational or transactional risks and recommend improvements
Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
Strong understanding of private capital markets, fund structures, and co-investment mechanics
Experience or coursework in financial analysis, investment evaluation, or deal execution
Advanced analytical and problem-solving skills with strong attention to detail
Proficiency in Excel; familiarity with investment management platforms is a plus
Ability to manage multiple priorities in a fast-paced, deadline-driven environment
Excellent written and verbal communication skills
Interest in private equity, co-investments, and portfolio management
The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:
Skills-based role matching
Resume and profile optimization
Guidance on outreach to investment teams and co-investment partners
Interview preparation for private capital, deal execution, and analytical roles
To learn more or express interest in private capital and co-investment roles, visit:
https://www.careerlaunch.ai/