Career Launch AI Talent Network
Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: $140,000 – $185,000+ total compensation (varies by employer)
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.
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.
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
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
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
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
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
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
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
Strong Excel and financial modeling skills
Solid understanding of accounting, valuation, and private equity fundamentals
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
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
Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles.
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
Human-led outreach campaigns to relevant recruiters and decision-makers
Support initiating warm, direct 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 portfolio evaluation cases, valuation updates, and performance analysis
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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