Hybrid NYC Private Equity Performance Analyst

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

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.