Co-Investment Specialist

Career Launch AI; New York (NY); On-site; USD 140,000 - 185,000; Full time

Job summary

A leading investment firm based in New York is seeking a Co-Investment Specialist to support investment teams by analyzing and executing co-investment transactions. The ideal candidate will possess a Bachelor’s degree in Finance or a related field and demonstrate strong analytical skills. Responsibilities include financial analysis, operational coordination, and maintaining accurate records. This is a full-time position with a competitive compensation range of $140,000 – $185,000, depending on the employer.

Qualifications

• Bachelor’s degree in a relevant field required.
• Strong understanding of private capital markets is essential.
• Advanced analytical skills and experience in financial analysis are preferred.

Responsibilities

• Support sourcing and evaluation of co-investment opportunities.
• Perform due diligence on investment targets.
• Coordinate transactions with internal teams and external parties.
• Maintain records of co-investment positions and agreements.
• Assist with performance tracking and reporting.

Skills

Financial analysis

Operational coordination

Deal execution

Attention to detail

Communication skills

Education

Bachelor’s degree in Finance, Economics, Accounting, Business

Tools

Excel

Job description

Co-Investment Specialist
Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Co-Investment Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with early-career roles in private equity, venture capital, and co-investment operations.

Actual openings may vary based on employer needs, investment strategy, and fund focus (e.g., private equity, real assets, venture capital).

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Co-Investment Specialist supports investment and portfolio teams by analyzing, executing, and monitoring co-investment opportunities alongside primary fund investments. This role blends financial analysis, operational coordination, and deal execution to help ensure accurate, timely, and efficient co-investment transactions.

The role involves close collaboration with portfolio managers, investment committees, legal and compliance teams, and external partners to evaluate opportunities, execute transactions, and monitor co-investment performance.

Key Responsibilities

• Support sourcing, evaluation, and execution of co-investment opportunities
• Perform financial and operational due diligence on co-investment targets
• Coordinate with internal teams, external advisors, and counterparties to facilitate co-investment transactions
• Maintain accurate records of co-investment positions, cash flows, and agreements
• Assist with post-investment monitoring, performance tracking, and reporting
• Prepare analytical models, dashboards, and reports to evaluate co-investment performance
• Ensure compliance with internal policies, fund agreements, and regulatory requirements
• Identify operational or transactional risks and recommend improvements

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
• Strong understanding of private capital markets, fund structures, and co-investment mechanics
• Experience or coursework in financial analysis, investment evaluation, or deal execution
• Advanced analytical and problem-solving skills with strong attention to detail
• Proficiency in Excel; familiarity with investment management platforms is a plus
• Ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Excellent written and verbal communication skills
• Interest in private equity, co-investments, and portfolio management

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

• Skills-based role matching
• Resume and profile optimization
• Guidance on outreach to investment teams and co-investment partners
• Interview preparation for private capital, deal execution, and analytical roles

To learn more or express interest in private capital and co-investment roles, visit:
https://www.careerlaunch.ai/