Fund Advisory Analyst

Career Launch AI

  • New York, NY
  • 2 days ago
  • $100,000–$150,000
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Skills

  • Accountingunmatched
  • Analysis Skillsunmatched
  • Artificial Intelligence (AI)unmatched
  • Asset Managementunmatched
  • Banking Servicesunmatched
  • Benchmarkingunmatched
  • Capital Marketsunmatched
  • Cash Flowunmatched
  • Communication Skillsunmatched
  • Consultingunmatched
  • Corporate Financeunmatched
  • Detail Orientedunmatched
  • Due Diligenceunmatched
  • Economicsunmatched
  • Financeunmatched
  • Financial Analysisunmatched
  • Financial Modelingunmatched
  • Financial Planningunmatched
  • Financial Planning and Analysis (FP&A)unmatched
  • Financial Servicesunmatched
  • Fund Managementunmatched
  • Internal Rate of Return (IRR)unmatched
  • Investment Analysisunmatched
  • Investment Fundsunmatched
  • Investment Managementunmatched
  • Investment Reportingunmatched
  • Investment Servicesunmatched
  • Investor Relationsunmatched
  • Mathematicsunmatched
  • Microsoft Excelunmatched
  • Microsoft PowerPointunmatched
  • Organizational Skillsunmatched
  • Performance Analysisunmatched
  • Performance Reviewsunmatched
  • Presentation/Verbal Skillsunmatched
  • Product Managementunmatched
  • Quantitative Analysisunmatched
  • Regulatory Reportsunmatched
  • Research Skillsunmatched
  • Software Administrationunmatched

Description

Fund Advisory Analyst

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)


About This Opportunity

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.


Representative Role Overview

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.


Key Responsibilities

  • 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


Desired Qualifications

  • 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


Why This Posting Matters

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


How Career Launch AI Helps Candidates

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.


How to Access Opportunities Like This

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

Numbers & Facts

LocationNew York, NY
Salary$100,000–$150,000

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