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 Investment Banking & Fund Management 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 combining investment banking transaction exposure with fund management, portfolio analysis, and investor reporting responsibilities.
More information is available at careerlaunch.ai.
A leading investment bank or advisory firm may seek an Investment Banking & Fund Management Analyst to support both deal execution and fund/portfolio management activities. This dual-focus role is ideal for candidates seeking hands-on experience in M&A, capital markets, and fund-level portfolio oversight, including analysis of fund performance, investor reporting, and capital allocation strategies.
Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for transaction and fund-level analysis
Conduct industry research, benchmarking, and fund performance and portfolio analytics
Support live M&A, capital markets, and restructuring engagements
Prepare pitch books, investment memoranda, and investor reporting materials
Assist with due diligence, data room organization, and portfolio/fund monitoring tasks
Collaborate with senior bankers and fund managers across client strategy, deal workflows, and portfolio management initiatives
Support internal and client-facing reporting on fund strategy, capital allocation, and investment performance
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
Strong skills in financial modeling, valuation, and fund/portfolio analytics
Excellent analytical, quantitative, and communication abilities
Ability to handle multiple workstreams in a fast-paced, client-facing environment
High attention to detail and strong organizational skills
Prior internship or full-time experience in investment banking, private equity, asset/fund management, or advisory is beneficial
Proficiency in Excel, PowerPoint, and financial research and reporting tools
This Investment Banking & Fund Management 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 management, investment banking, and advisory 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
Private Equity & Venture Capital
Fund/Asset Management & Advisory
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