Senior Transaction Planning Officer

Senior Transaction Planning Officer

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 Senior Transaction Planning Officer 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, consulting, and technology opportunities that may not appear on public job boards. This description reflects a transaction-focused, early-career role designed for high-performing candidates seeking accelerated exposure to deal strategy, planning, and execution within investment banking environments.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading middle-market investment bank or advisory firm may seek a Senior Transaction Planning Officer to support the structuring, evaluation, and execution planning of complex financial transactions. This role emphasizes forward-looking deal strategy, analytical rigor, and coordination across execution teams, offering early-career professionals enhanced responsibility and visibility across live transactions.

The position is well-suited for candidates with strong analytical foundations who are ready to take on ownership of transaction planning workflows, scenario analysis, and strategic deal preparation.

Key Responsibilities

• Lead transaction planning and execution analysis for M&A, capital raises, restructurings, and strategic alternatives

• Build and review advanced financial models, including 3-statement models, DCFs, LBOs, and accretion/dilution analyses

• Develop transaction scenarios, sensitivity analyses, and risk assessments to inform deal strategy

• Conduct industry, market, and comparable company research to support transaction positioning

• Coordinate due diligence planning, data room structure, and cross-functional execution timelines

• Prepare and refine pitch books, investment memoranda, and senior-level client presentations

• Partner closely with senior bankers to align transaction strategy with client objectives

• Track transaction milestones and support execution efficiency across live deals

Desired Qualifications

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

• Strong financial modeling, valuation, and transaction analysis skills

• Demonstrated interest in investment banking, corporate finance, or transaction advisory

• Ability to synthesize complex data into clear strategic insights

• Strong communication skills and comfort working with senior stakeholders

• Exceptional attention to detail and ability to manage multiple deal workstreams

• Prior experience through internships or full-time roles in banking, consulting, private equity, audit, or FP&A is advantageous

• Proficiency in Excel, PowerPoint, and financial research platforms

Why This Posting Matters

This Senior Transaction Planning Officer 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 on public job boards

• Warm introductions to hiring managers and recruiters

• AI-supported role matching and application optimization

• Interview coaching and transaction-specific preparation

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

• Investment Banking

• Private Equity & Venture Capital

• Corporate Finance

• Strategy Consulting

• Technology (FAANG-level and high-growth startups)

• Product Management

• Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform built to help high-potential candidates secure competitive roles faster. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• Sector-specific resume and profile optimization

• Interview preparation and ongoing career 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 private job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement