Investment Returns Analyst

Investment Returns 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 Returns 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, investing, and analytics-focused opportunities that may not appear on public job boards. This description reflects a typical early-career investment performance and returns analysis role accessible through our network.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank, asset manager, private equity firm, or investment advisory group may seek an Investment Returns Analyst to support measurement, analysis, and reporting of investment performance across portfolios, funds, and transactions.

This role is well-suited for candidates interested in understanding how investments generate returns, evaluating risk-adjusted performance, and supporting data-driven investment decisions.

Key Responsibilities

• Analyze and monitor investment returns across portfolios, funds, or transactions

• Build and maintain models to evaluate IRR, MOIC, cash flows, and time-weighted returns

• Perform performance attribution and benchmarking against indices and peer groups

• Support evaluation of realized and unrealized investment outcomes

• Conduct scenario and sensitivity analysis to assess return drivers and downside risk

• Prepare performance reports, dashboards, and presentations for senior stakeholders

• Assist with portfolio reviews, investment committee materials, and client reporting

• Collaborate with investment, finance, and risk teams to ensure data accuracy and insight alignment

Desired Qualifications

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

• Strong interest in investment performance, portfolio analysis, and returns measurement

• Solid foundation in financial modeling and quantitative analysis

• Familiarity with return metrics such as IRR, NPV, MOIC, CAGR, and volatility

• Strong analytical and problem-solving skills with high attention to detail

• Ability to communicate complex performance insights clearly and concisely

• Prior internship or experience in investment banking, asset management, private equity, FP&A, or consulting is beneficial

• Proficiency in Excel, PowerPoint, and financial data platforms

Why This Posting Matters

This Investment Returns 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 focused on performance analysis and investment case discussion

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

• Investment Banking

• Asset Management & Portfolio Analytics

• Private Equity & Venture Capital

• Corporate Finance

• Strategy & Analytics

• 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 candidates secure competitive roles more efficiently. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• 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