Investment Banking & Fund Management Analyst

Career Launch AI; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Career Launch AI seeks an Investment Banking & Fund Management Analyst in New York (Hybrid). You will support both deal execution and fund/portfolio management activities, gaining hands-on exposure to M&A, capital markets, and fund-level portfolio oversight.

The role requires a finance-focused degree and strong modeling, valuation, and analytics skills, with collaboration across senior bankers and fund managers. Excel, PowerPoint, and Bloomberg proficiency is preferred.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related discipline.
• Strong skills in financial modeling, valuation, and fund/portfolio analytics.
• Excellent analytical, quantitative, and communication abilities.
• Ability to handle multiple workstreams in a fast-paced, client-facing environment.
• High attention to detail and strong organizational skills.
• Prior internship or full-time experience in investment banking, private equity, asset/fund management, or advisory is beneficial.

Responsibilities

• Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for transaction and fund-level analysis.
• Conduct industry research, benchmarking, and fund performance and portfolio analytics.
• Support live M&A, capital markets, and restructuring engagements.
• Prepare pitch books, investment memoranda, and investor reporting materials.
• Assist with due diligence, data room organization, and portfolio/fund monitoring tasks.
• Collaborate with senior bankers and fund managers across client strategy, deal workflows, and portfolio management initiatives.
• Support internal and client-facing reporting on fund strategy, capital allocation, and investment performance.

Skills

Financial modeling

Valuation

Fund analytics

Portfolio analytics

Analytical thinking

Education

Bachelor's in Finance/Economics/Accounting/Mathematics

Tools

Excel

PowerPoint

Bloomberg Terminal

Job description

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

About This Opportunity

This posting represents the type of Investment Banking & Fund Management Analyst roles featured within the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of the Career Launch AI platform gain access to exclusive finance, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career role combining investment banking transaction exposure with fund management, portfolio analysis, and investor reporting responsibilities.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank or advisory firm may seek an Investment Banking & Fund Management Analyst to support both deal execution and fund/portfolio management activities. This dual-focus role is ideal for candidates seeking hands-on experience in M&A, capital markets, and fund-level portfolio oversight, including analysis of fund performance, investor reporting, and capital allocation strategies.

Key Responsibilities

Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for transaction and fund-level analysis

Conduct industry research, benchmarking, and fund performance and portfolio analytics

Support live M&A, capital markets, and restructuring engagements

Prepare pitch books, investment memoranda, and investor reporting materials

Assist with due diligence, data room organization, and portfolio/fund monitoring tasks

Collaborate with senior bankers and fund managers across client strategy, deal workflows, and portfolio management initiatives

Support internal and client-facing reporting on fund strategy, capital allocation, and investment performance

Desired Qualifications

Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related discipline

Strong skills in financial modeling, valuation, and fund/portfolio analytics

Excellent analytical, quantitative, and communication abilities

Ability to handle multiple workstreams in a fast-paced, client-facing environment

High attention to detail and strong organizational skills

Prior internship or full-time experience in investment banking, private equity, asset/fund management, or advisory is beneficial

Proficiency in Excel, PowerPoint, and financial research and reporting tools