Capital Analytics Analyst – PE

TEEMA Solutions Group; New York (NY); Hybrid; USD 140,000 - 185,000; Full time

Benefits offered by this job

Career development support

Interview preparation assistance

Job summary

A financial services firm in New York seeks a Capital Analytics Analyst for hybrid work. Candidates will analyze portfolio performance and track capital deployment to support decision-making. The role requires a bachelor's degree in finance or related fields, strong analytical skills, and proficiency in Excel. This position offers an engaging environment with exposure to fund-level and portfolio-wide analytics, supporting critical investment decisions. Compensation ranges from $140,000 to $185,000+.

Qualifications

• Bachelors degree in a relevant field.
• Experience with financial analysis and valuation is essential.
• Prior internships in private equity or finance are beneficial.

Responsibilities

• Analyze capital deployment and portfolio performance data.
• Track investments, follow-on investments, and metrics.
• Prepare analyses for investment committee meetings.

Skills

Analytical skills

Financial analysis

Excel proficiency

Communication skills

Portfolio metrics understanding

Education

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

Tools

Dashboards or data tools

Job description

Capital Analytics Analyst – Private Equity

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 Capital Analytics Analyst – PE description represents the type of early-career, analytics-driven private equity 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 principal investing 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 within our network may seek analytically strong Capital Analytics Analysts to support capital deployment, portfolio exposure analysis, and fund-level performance tracking.

Individuals in roles like this focus on understanding how capital is allocated across investments, how returns and risk evolve over time, and how portfolio construction decisions impact overall fund outcomes. The role works closely with investment teams, finance, and senior leadership to provide data-driven insights that inform capital allocation and portfolio strategy.

The environment is typically lean and analytical, offering visibility into fund economics, deal-level performance, and portfolio-wide decision-making.

Day-to-Day Responsibilities

Analyze capital deployment across portfolio companies, sectors, and vintages

Track invested capital, follow-on investments, and reserve utilization

Monitor portfolio concentration, exposure limits, and diversification metrics

Returns & Performance Analysis

Analyze deal-level and fund-level returns (IRR, MOIC, DPI, TVPI)

Maintain and update return attribution and performance analytics

Support scenario and sensitivity analyses related to capital allocation decisions

Build and maintain analytical models supporting capital planning and portfolio construction

Update valuation and return assumptions based on actual performance and market data

Support downside, base, and upside case analysis across the portfolio

Investment Committee & Stakeholder Support

Prepare capital analytics, dashboards, and summaries for investment committee meetings

Communicate insights on portfolio performance, risk, and capital efficiency

Support materials for fundraising, LP reporting, and internal reviews

Strategic & Transaction Support

Assist with analysis for new investments, add-ons, and follow-on capital decisions

Support exit timing analysis and capital recycling considerations

Contribute to post-investment reviews and portfolio optimization initiatives

What Makes This Work Engaging

Exposure to how private equity firms deploy and manage capital at scale

Direct involvement in fund-level and portfolio-wide decision-making

High-impact analytical work influencing investment pacing and strategy

Accelerated learning in portfolio analytics, fund economics, and capital strategy

Ideal Candidate Profile

This profile reflects the competencies commonly sought for capital analytics–focused private equity roles.

Education & Technical Skills

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

Advanced Excel and financial analysis skills; experience with dashboards or data tools is a plus

Strong understanding of valuation, returns analysis, and portfolio metrics

Experience (Formal or Informal)

Prior internships or experience in private equity, investment banking, asset management, consulting, or corporate finance is beneficial

Exposure to portfolio analysis, fund reporting, or capital allocation frameworks is a plus

Demonstrated interest in investment analytics and fund performance

Soft Skills & Mindset

Highly analytical with strong attention to detail

Ability to synthesize complex data into clear insights

Strong written and verbal communication skills

Comfortable working across multiple investments and datasets

Curious, coachable, and eager to learn fund-level decision processes

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and private equity analytics roles.

AI-Powered Job Search Automation

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

Targeted search across private equity, portfolio analytics, and capital strategy roles

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

Support initiating warm conversations beyond traditional 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 capital allocation, portfolio analytics, and fund performance cases

Support with behavioral and technical interview readiness

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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