Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000 total compensation (varies by employer)
This Investment Opportunity Analyst description represents the type of early-career investment analysis and opportunity evaluation 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.
Lower middle-market private equity firms within our network may seek analytically strong Investment Opportunity Analysts to support the identification, evaluation, and prioritization of potential investment opportunities.
Individuals in roles like this gain hands-on exposure to deal screening, financial analysis, diligence coordination, and investment decision support. The work environment is typically lean and fast-paced, offering meaningful visibility into how investment opportunities progress from initial review to execution.
Review inbound and proprietary investment opportunities against firm investment criteria
Conduct preliminary financial analysis, including revenue quality, margin structure, and growth drivers
Build and maintain high-level operating and transaction models (3-statement, DCF, and LBO as applicable)
Analyze returns, capital structures, and downside scenarios to assess investment attractiveness
Perform initial screening of potential transactions to determine strategic and financial fit
Analyze business models, unit economics, KPIs, and competitive positioning
Conduct industry, sector, and market research to support investment theses
Track deal flow, opportunity status, and screening outcomes
Support financial, commercial, operational, and legal diligence workstreams
Synthesize diligence findings and identify key risks and value-creation opportunities
Coordinate with internal teams and external advisors during evaluation phases
Prepare screening summaries, investment memos, and presentation materials
Clearly communicate analysis, assumptions, and recommendations
Present data-backed perspectives on risks, opportunities, and return drivers
Assist with performance tracking and KPI dashboards for portfolio companies
Support analysis for add-on acquisitions, refinancing initiatives, and exit planning
Contribute to strategic and financial initiatives across active investments
Exposure to a wide range of investment opportunities across industries
Direct involvement in early-stage investment decision-making
Accelerated learning in transaction analysis, valuation, and diligence
Interaction with senior investors, management teams, and external advisors
This profile reflects the competencies commonly sought for investment opportunity-focused roles.
Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel skills and ability to build or audit financial models
Solid understanding of accounting, corporate finance, and valuation principles
Prior internships or experience in investment banking, private equity, venture capital, consulting, or corporate finance is beneficial
Demonstrated interest in investing, deal evaluation, or transaction analysis
Strong analytical judgment and attention to detail
Clear written and verbal communication skills
Ability to prioritize and evaluate multiple opportunities simultaneously
Ownership mentality, intellectual curiosity, and coachability
Comfort working in fast-paced, deadline-driven environments
Career Launch AI is a career acceleration platform supporting candidates pursuing competitive investment roles.
Automated applications to a large volume of relevant roles with tailored resumes
Targeted searches across private equity, venture capital, investment banking, and corporate development
Human-led outreach to recruiters, partners, and investment professionals
Support initiating warm conversations beyond traditional job portals
Streamlined systems to manage applications and outreach
End-to-end administrative support throughout the search process
Preparation for investment screening, case studies, and modeling exercises
Behavioral and technical interview readiness
Ongoing guidance provided throughout the hiring and placement 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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