Portfolio Evaluation Analyst – PE

Portfolio Evaluation Analyst – Private Equity (Entry-Level)

Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000+ total compensation (varies by employer)

About This Role

This Portfolio Evaluation Analyst – Private Equity description represents the type of early-career, post-investment–focused 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 private equity and 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.

About the Opportunity

Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Portfolio Evaluation Analysts to support ongoing assessment of portfolio company performance and valuation.

Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing.

The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions.

Day-to-Day Responsibilities

Portfolio Performance Evaluation

• Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts

• Analyze revenue growth, margins, cash flow, leverage, and return drivers

• Identify performance variances, risks, and value-creation opportunities

• Monitor KPIs, covenant compliance, and operational metrics

Valuation & Return Analysis

• Support quarterly and annual portfolio valuation processes

• Update operating models, valuation models, and return analyses for existing investments

• Perform sensitivity analyses and downside scenarios

• Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods

Investment Committee & Reporting Support

• Prepare portfolio review materials, valuation memos, and performance summaries

• Support quarterly investment committee meetings and LP reporting

• Clearly communicate portfolio developments, risks, and return outlooks

• Respond to ad hoc analytical requests from senior investment professionals

Portfolio Company & Value Creation Support

• Work with portfolio company management teams to gather and analyze financial and operating data

• Support operational improvement initiatives, growth strategies, and strategic planning

• Assist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness

Process Improvement & Data Management

• Help standardize portfolio monitoring and evaluation frameworks

• Maintain accurate and timely portfolio data and reporting tools

• Contribute to continuous improvement of analytics, dashboards, and internal reporting processes

What Makes This Work Engaging

• Direct insight into how private equity investments perform post-close

• Opportunity to influence value-creation initiatives and capital allocation decisions

• Exposure to senior investors, boards, and management teams

• Accelerated learning in portfolio management, valuation, and operating finance

Ideal Candidate Profile

This profile reflects the competencies commonly sought by firms for roles of this type.

Education & Technical Skills

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field

• Strong Excel and financial modeling skills

• Solid understanding of accounting, valuation, and private equity fundamentals

Experience (Formal or Informal)

• Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial

• Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus

• Demonstrated interest in portfolio evaluation or post-investment analysis

Soft Skills & Mindset

• Strong analytical judgment and attention to detail

• Ability to synthesize complex financial data into clear insights

• Clear written and verbal communication skills

• Strong ownership mentality and proactive problem-solving

• Ability to manage recurring deadlines and evolving priorities

• Coachability, curiosity, and willingness to learn quickly

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles.

AI-Powered Job Search Automation

• Automated applications to a large volume of relevant roles with tailored resumes

• Targeted search across private equity, growth equity, family offices, and portfolio-focused roles

Recruiter & Hiring Manager Outreach

• Human-led outreach campaigns to relevant recruiters and decision-makers

• Support initiating warm, direct conversations rather than relying solely on job portals

Execution & Tracking Support

• Streamlined systems to manage applications and outreach

• End-to-end administrative support during the search process

Interview & Case Preparation

• Assistance with portfolio evaluation cases, valuation updates, and performance analysis

• Support with behavioral and technical interview readiness

Continued Support

• Ongoing guidance provided throughout the hiring process

Learn More or Apply

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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