Career Launch AI Talent Network
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 Fund Advisory 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 providing exposure to fund management, portfolio advisory, and investor reporting, ideal for candidates seeking a career bridging investment banking and fund advisory services.
More information is available at careerlaunch.ai.
A leading financial services firm or investment bank may seek a Fund Advisory Analyst to support fund structuring, investor reporting, and transaction advisory. This role is well-suited for candidates seeking rigorous analytical work, fund performance evaluation, and advisory exposure, with structured professional development in capital markets and fund advisory services.
Build and maintain financial models for funds, portfolios, and capital structures (e.g., NAV, cash flows, IRR, waterfall models)
Conduct industry research, benchmarking, and fund performance analysis
Support fund formation, capital raising, and co-investment advisory processes
Prepare investor presentations, subscription/redemption reports, and investment memoranda
Assist with due diligence, fund audits, and regulatory reporting
Collaborate with fund managers, investment bankers, and senior advisors across deal workflows and investor relations
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong skills in financial modeling, fund performance analysis, and valuation techniques
Excellent analytical, quantitative, and communication abilities
Ability to handle multiple workstreams in a fast-paced environment
High attention to detail and strong organizational skills
Prior internship or full-time experience in banking, fund advisory, asset management, private equity, or audit/FP&A is beneficial
Proficiency in Excel, PowerPoint, and fund or financial research tools
This Fund Advisory Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including:
Roles shared directly with Career Launch AI by employers
Opportunities not posted publicly
Warm introductions to fund advisory and investment teams
AI-supported job targeting and application support
Interview coaching and preparation
Career Launch AI members gain access to 1,000+ curated roles across:
Investment Banking
Fund Advisory & Asset Management
Private Equity & Venture Capital
Corporate Finance
Strategy Consulting
Technology (FAANG-level and startups)
Product Management
Data, Operations, and more
Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:
AI-powered job application automation
Personalized recruiter and decision-maker outreach
Warm introductions to hiring managers
Sector-specific resume optimization
Interview preparation and ongoing support
This posting is an example of the types of positions members may pursue through the platform.
To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.
Career Launch Assessment Link:
https://careerlaunch.ai/assessment
Once enrolled, members receive:
Access to the exclusive job board
Personalized recruiter outreach
Automated job applications
Coaching and interview preparation
Ongoing support until placement