Deal Screening Associate

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

Job summary

A career launch platform seeks a Deal Screening Associate to evaluate investment opportunities in New York. This role involves financial analysis, market research, and supporting investment committee processes. The ideal candidate will possess a Bachelor's degree in a relevant field and strong analytical skills. Candidates with prior experience in investment banking or related areas are preferred. Competitive compensation is offered, along with an engaging learning environment.

Qualifications

• Prior internships or experience in investment banking or corporate finance is beneficial.
• Demonstrated interest in investment evaluation or deal analysis.

Responsibilities

• Review inbound and sourced investment opportunities across multiple sectors.
• Conduct high-level financial and qualitative assessments.
• Build and review preliminary operating and transaction models.

Skills

Analytical judgment

Attention to detail

Clear communication

Strong Excel skills

Education

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

Job description

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 Deal Screening Associate description represents the type of early-career, buy-side investment screening 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 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.

About the Opportunity

Lower middle-market private equity firms and investment platforms within our network may seek analytically strong Deal Screening Associates to support the initial evaluation and prioritization of investment opportunities.

Individuals in roles like this focus on rapidly assessing inbound and sourced deals, identifying attractive opportunities, and filtering out misaligned or high‑risk transactions before full diligence. Teams are typically lean, providing exposure to how investment judgment is formed at the earliest stages of the deal process.

Day-to-Day Responsibilities

Deal Screening & Initial Evaluation

Review inbound and sourced investment opportunities across multiple sectors

Conduct high-level financial and qualitative assessments to determine investment fit

Analyze business models, growth drivers, customer concentration, and risk factors

Financial Analysis & Return Assessment

Build and review preliminary operating and transaction models

Perform high-level valuation and return analyses (LBO, comps, precedent transactions)

Assess capital structures, leverage capacity, and downside scenarios

Market & Competitive Analysis

Conduct industry and competitive research to contextualize opportunities

Track market trends, transaction activity, and valuation benchmarks

Support development of investment theses at the screening stage

Investment Committee & Deal Team Support

Prepare screening memos, summaries, and presentation materials

Clearly communicate findings, risks, and recommendations to senior investors

Support transition of approved opportunities into full diligence processes

What Makes This Work Engaging

Direct influence on which deals move forward

Exposure to a high volume of diverse transaction opportunities

Development of rapid financial and strategic judgment

Accelerated learning in private equity investing and deal execution

Ideal Candidate Profile

This profile reflects the competencies commonly sought for deal screening and early‑stage investment roles.

Education & Technical Skills

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

Strong Excel skills with the ability to build or assess transaction models

Solid understanding of accounting, valuation, and private equity return drivers

Experience (Formal or Informal)

Prior internships or experience in investment banking, private equity, consulting, transaction advisory, or corporate finance is beneficial

Demonstrated interest in investment evaluation, deal analysis, or transaction work

Soft Skills & Mindset

Strong analytical judgment and attention to detail

Clear written and verbal communication skills

Ability to synthesize information quickly under time constraints

Curious, coachable, and eager to develop investment instincts

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy‑side roles.

AI-Powered Job Search Automation

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

Targeted searches across private equity, venture capital, investment banking, and corporate development

Human-led outreach to partners, principals, and investment professionals

Support initiating warm conversations beyond traditional job portals

Execution & Tracking Support

Streamlined systems to manage applications, outreach, and follow‑ups

End-to-end administrative support throughout the job search

Interview & Case Preparation

Assistance with deal screening cases, investment judgment exercises, and modeling reviews

Behavioral and technical interview preparation

Ongoing guidance throughout the hiring and placement 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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