Investment Banking Platform Analyst

Investment Banking Platform 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 Investment Banking Platform 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 investment banking role focused on supporting deal execution through platform management, process improvement, and transaction analytics.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading middle-market investment bank may seek an Investment Banking Platform Analyst to manage the operational and analytical platforms that support M&A, capital markets, and restructuring transactions. This role combines financial modeling, data management, and process optimization to ensure seamless execution of deals while providing insights to senior bankers.

Key Responsibilities

• Manage and maintain deal execution platforms, including internal deal trackers, dashboards, and reporting tools

• Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to support transaction analysis

• Conduct industry research, benchmarking, and valuation analyses to inform deal strategy

• Prepare pitch books, investment memoranda, and internal presentations for deal teams

• Support due diligence, data room organization, and document management for live transactions

• Collaborate with deal teams to streamline workflows, standardize processes, and improve operational efficiency

• Ensure data accuracy and consistency across internal systems and client-facing deliverables

Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline

• Strong skills in financial modeling, data analysis, and valuation techniques

• Excellent analytical, quantitative, and communication abilities

• Ability to manage multiple projects and stakeholders in a fast-paced environment

• High attention to detail and strong organizational skills

• Prior internship or full-time experience in investment banking, corporate finance, consulting, or FP&A is beneficial

• Proficiency in Excel, PowerPoint, and financial research tools (e.g., Bloomberg, Capital IQ, FactSet); familiarity with database or workflow management tools is a plus

Why This Posting Matters

This Investment Banking Platform 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 hiring managers and recruiters

• AI-supported job targeting and application support

• Interview coaching and preparation

Career Launch AI members gain access to over 1,000+ curated roles across:

• Investment Banking

• Private Equity & Venture Capital

• Corporate Finance

• Strategy Consulting

• Technology (FAANG-level and startups)

• Product Management

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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 outreach

• Warm introductions to decision-makers

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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

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