Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer)
This Investment Evaluation Analyst description represents the type of early-career investment 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.
A lower middle-market private equity firm (representative of firms within our network) may seek a highly analytical Investment Evaluation Analyst to support the assessment and underwriting of potential investments.
Professionals in roles like this focus on rigorous financial analysis, risk assessment, and valuation work that informs investment decisions. The environment is typically lean and performance-driven, providing meaningful exposure to live transactions, senior investment professionals, and strategic decision-making processes.
Screen inbound investment opportunities and prepare structured evaluation summaries
Build and maintain operating and transaction models (3-statement models, DCFs, LBOs)
Analyze projected returns, IRRs, MOIC, capital structures, and downside scenarios
Perform valuation analyses using comparable companies, precedent transactions, and intrinsic valuation techniques
Identify key value drivers, risk factors, and sensitivity assumptions
Support financial, commercial, operational, and legal diligence workstreams
Analyze historical financial statements, revenue drivers, margin trends, and working capital dynamics
Evaluate KPIs, customer cohorts, retention metrics, and unit economics
Conduct industry research and competitive analysis to support investment theses
Draft screening memos, investment committee presentations, and analytical summaries
Synthesize complex diligence findings into clear, actionable insights
Present data-driven perspectives on risks, return potential, and strategic positioning
Assist with transaction execution, data room review, and coordination with advisors
Support portfolio company performance tracking and KPI reporting
Contribute analytical support for add-on acquisitions, refinancing opportunities, and exit evaluations
Direct exposure to high-stakes investment decisions
Hands-on modeling and valuation experience
Opportunity to influence underwriting and risk assessment
Accelerated development in private markets investing and strategic finance
This profile reflects the competencies commonly sought by firms for roles of this type.
Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Advanced Excel proficiency and ability to build or audit complex financial models
Strong understanding of accounting, corporate finance, and valuation methodologies
Comfort interpreting financial statements and assessing transaction structures
Prior internships or experience in investment banking, private equity, venture capital, consulting, or corporate finance is beneficial
Experience performing financial analysis, modeling, or transaction support
Demonstrated interest in investing, financial markets, and analytical decision-making
Strong analytical rigor and attention to detail
Structured thinker with sound judgment
Clear written and verbal communication skills
Ability to operate effectively in fast-paced, deadline-driven environments
High ownership mentality, intellectual curiosity, and coachability
Career Launch AI is a career acceleration platform that supports candidates pursuing competitive finance roles. Members receive tools, outreach support, and structured guidance.
Automated applications to a large volume of relevant roles, with tailored resumes
Targeted search across private equity, venture capital, investment banking, corporate development, and related fields
Human-led outreach campaigns to relevant recruiters and decision-makers
Support in initiating warm conversations rather than relying solely on job portals
Streamlined systems to manage applications and outreach
End-to-end administrative support during the search process
Assistance with private equity case preparation and modeling reviews
Support with behavioral and technical interview readiness
Ongoing guidance provided throughout the hiring process
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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