Deal Screening Associate

Deal Screening Associate

Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)

About This Role

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 careerlaunch.ai.

About the Opportunity

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.

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 Evaluation

• Review 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

• Prioritize opportunities for advancement into deeper diligence

Financial Analysis & Return Assessment

• Build 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 Analysis

• Conduct 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 Support

• Prepare 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 Engaging

• Direct 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 Profile

This profile reflects the competencies commonly sought for deal screening and early-stage investment roles.

Education & Technical Skills

• Bachelor’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 & Mindset

• Strong analytical judgment and attention to detail

• Clear written and verbal communication skills

• Ability to synthesize information quickly under time constraints

• Comfortable working in fast-paced, deal-driven environments

• Curious, coachable, and eager to develop investment instincts

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side roles.

AI-Powered Job Search Automation

• Automated applications to a large volume of relevant roles with tailored resumes

• Targeted searches across private equity, venture capital, investment banking, and corporate development

Recruiter & Hiring Manager Outreach

• Human-led outreach to partners, principals, and investment professionals

• Support initiating warm conversations beyond traditional job portals

Execution & Tracking Support

• Streamlined systems to manage applications, outreach, and follow-ups

• End-to-end administrative support throughout the job search

Interview & Case Preparation

• Assistance with deal screening cases, investment judgment exercises, and modeling reviews

• Behavioral and technical interview preparation

Continued Support

• Ongoing guidance throughout the hiring and placement process

Learn More or Apply

To access roles of this kind through the Career Launch AI platform, visit:
careerlaunch.ai

Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.

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