Financial Performance Analyst – PE

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

Job summary

Career Launch AI seeks a Financial Performance Analyst to support ongoing monitoring and optimization of portfolio company performance for private equity clients. You will analyze operating and financial results, track KPIs, and build dashboards for internal stakeholders.

The role sits in a lean, hands-on environment with exposure to investment teams, operating partners, and portfolio management. Strong Excel, dashboards, and a data-driven mindset are essential.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Engineering, or related field.
• Strong Excel and financial analysis skills; dashboard development is a plus.
• Solid understanding of accounting, financial statements, and KPIs.

Responsibilities

• Monitor portfolio company financial performance vs budget, forecast, and underwriting cases.
• Analyze income statements, balance sheets, cash flows, and working capital trends.
• Build KPI dashboards and reporting tools for internal stakeholders.
• Support monthly and quarterly performance reviews and ad-hoc analyses.

Skills

Financial analysis

Dashboard creation

KPI analysis

Attention to detail

Data storytelling

Education

Bachelor's degree req

Tools

Excel

SQL

Power BI

Job description

Financial Performance 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 Financial Performance Analyst – PE description represents the type of early-career, portfolio- and performance-focused investment 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-impact 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 Financial Performance Analysts to support ongoing monitoring and optimization of portfolio company performance.

Individuals in roles like this focus on analyzing operating and financial results versus plan, identifying performance gaps, and supporting value-creation initiatives across the portfolio. The role sits at the intersection of investment teams, operating partners, and portfolio company management, providing visibility into how PE firms drive returns post-acquisition.

The environment is typically lean and hands-on, offering meaningful exposure to portfolio-level decision-making and performance management.

Day-to-Day Responsibilities

Monitor portfolio company financial performance versus budget, forecast, and underwriting cases

Analyze income statements, balance sheets, cash flows, and working capital trends

Track and interpret KPIs, operational metrics, and unit economics across portfolio companies

Financial Reporting & Dashboards

Build and maintain KPI dashboards, performance trackers, and reporting tools for internal stakeholders

Support monthly, quarterly, and ad-hoc performance reviews

Ensure data accuracy and consistency across portfolio reporting

Value Creation & Operational Support

Identify performance gaps, risks, and opportunities relative to investment theses

Support operational improvement initiatives, margin expansion efforts, and growth strategies

Assist in evaluating the financial impact of pricing changes, cost initiatives, and strategic investments

Investment Committee & Stakeholder Support

Prepare performance summaries and materials for investment committee and portfolio review meetings

Communicate key insights, trends, and risks in a clear, data-driven manner

Support post-acquisition reviews and lessons-learned analyses

Transaction & Strategic Analysis (As Needed)

Assist with analysis for add-on acquisitions, refinancings, and exit planning

Support updates to valuation and return models based on actual performance

Contribute to scenario analysis around strategic alternatives and timing decisions

What Makes This Work Engaging

Direct exposure to how private equity firms drive value after acquisition

Close collaboration with operating partners and management teams

Tangible impact on portfolio performance and investment outcomes

Accelerated learning in operational finance, KPI analysis, and value creation

Ideal Candidate Profile

This profile reflects the competencies commonly sought for financial performance–focused private equity roles.

Education & Technical Skills

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

Strong Excel and financial analysis skills; experience building dashboards is a plus

Solid understanding of accounting, financial statements, and performance metrics

Experience (Formal or Informal)

Prior internships or experience in private equity, investment banking, consulting, FP&A, or corporate finance is beneficial

Exposure to performance tracking, budgeting, forecasting, or operational analysis is a plus

Demonstrated interest in portfolio management and value creation

Soft Skills & Mindset

Strong analytical thinking with attention to detail

Ability to translate financial data into actionable insights

Clear written and verbal communication skills

Comfortable working across multiple portfolio companies and stakeholders

Coachability, curiosity, and a continuous improvement mindset