Deal Origination Analyst

Career Launch AI; San Francisco (CA); On-site; USD 140,000 - 185,000; Full time

Job summary

Career Launch AI in New York, NY seeks a Deal Origination Analyst to identify, evaluate and source investment opportunities, combining market research, financial analysis and relationship management to drive high-quality deal flow.

Collaborate with investment professionals and senior dealmakers, preparing memos and supporting data for decisive management reviews while leveraging Excel, PowerPoint and CRM tools in a fast-paced environment.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Strong understanding of investment analysis, financial statements, and valuation methods.
• Experience or coursework in corporate finance, investment banking, private equity, or venture capital (preferred but not required).
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication for internal and external interactions.

Responsibilities

• Conduct market research to identify potential investment targets, industries, and emerging trends.
• Build and maintain pipelines of prospective deals, tracking opportunities and progress.
• Analyze financial statements, valuations, and key performance metrics of target companies.
• Support outreach to company management teams, intermediaries, and industry contacts.
• Prepare investment memos, internal reports, and presentation materials for senior management.
• Assist in coordinating initial diligence and data collection processes.
• Maintain CRM databases and dashboards for deal tracking and reporting.
• Identify and recommend strategic opportunities aligned with firm investment objectives.

Skills

Market research

Financial analysis

Relationship management

Deal sourcing

CRM tooling

Excel

PowerPoint

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Excel

PowerPoint

CRM

Job description

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 Deal Origination Analyst 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 investment sourcing, private equity, venture capital, or corporate development.

Actual openings may vary depending on firm focus, such as private equity, venture capital, real estate, or other alternative investments.

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

Position Overview

Deal Origination Analysts support investment teams by identifying, evaluating, and sourcing new investment opportunities. The role combines market research, financial analysis, and relationship management to generate high-quality deal flow for the firm.

These roles often involve close collaboration with investment professionals, senior dealmakers, legal teams, and portfolio operations groups.

Key Responsibilities

Conduct market research to identify potential investment targets, industries, and emerging trends

Build and maintain pipelines of prospective deals, tracking opportunities and progress

Analyze financial statements, valuations, and key performance metrics of target companies

Support outreach to company management teams, intermediaries, and industry contacts

Prepare investment memos, internal reports, and presentation materials for senior management

Assist in coordinating initial diligence and data collection processes

Maintain CRM databases and dashboards for deal tracking and reporting

Identify and recommend strategic opportunities aligned with firm investment objectives

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field

Strong understanding of investment analysis, financial statements, and valuation methods

Experience or coursework in corporate finance, investment banking, private equity, or venture capital (preferred but not required)

Excellent analytical, quantitative, and problem-solving skills

Strong written and verbal communication skills for internal and external interactions

Proficiency in Excel, PowerPoint, and CRM or deal tracking tools

Ability to manage multiple projects and deadlines in a fast-paced environment

Interest in deal sourcing, investment strategy, and capital markets

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, intermediaries, and deal networks

Interview preparation for investment analysis, financial modeling, and deal assessment

To learn more or express interest in investment and deal origination roles, visit:
https://www.careerlaunch.ai/