Investment Infrastructure Analyst

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

Job summary

A finance recruitment platform is seeking an Investment Infrastructure Analyst to support investment decision-making systems and processes. This role involves maintaining investment tracking systems and assisting in reporting and analytics. Ideal candidates will have a Bachelor's degree in Finance or a related field with strong Excel skills and a detail-oriented mindset. This position offers exposure to end-to-end investment activities in a hybrid work environment, promoting collaboration among finance teams.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting or related field.
• Strong Excel skills; comfort working with structured datasets.
• Prior internships or experience in investment banking or financial analytics is beneficial.

Responsibilities

• Support and maintain investment tracking systems and databases.
• Assist with recurring investment and portfolio reporting.
• Help document, standardize, and optimize investment-related processes.

Skills

Strong Excel skills

Detail-oriented

Organizational skills

Clear communication skills

Education

Bachelor’s degree in Finance or related field

Tools

Dashboards

Reporting tools

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 Investment Infrastructure Analyst description represents the type of early-career investment operations, analytics, and infrastructure-focused 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 roles that sit at the intersection of investing, data, and systems—positions that often support investment teams behind the scenes and 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

Firms within the Career Launch AI network—including private equity, growth equity, venture capital, and alternative asset managers—may seek an analytically strong Investment Infrastructure Analyst to support the systems, data, and processes that power investment decision-making.

Individuals in roles like this help maintain and improve the infrastructure used for deal tracking, portfolio monitoring, performance reporting, and investment committee workflows. The role provides broad exposure to how investment teams operate end-to-end, with a focus on scalability, accuracy, and efficiency.

The work environment is typically lean and collaborative, offering meaningful insight into both investment processes and operational execution.

Day-to-Day Responsibilities

Investment Systems & Data Infrastructure

Support and maintain investment tracking systems, databases, and dashboards

Ensure accuracy and consistency of deal, portfolio, and performance data

Help improve data workflows across sourcing, diligence, portfolio monitoring, and exits

Reporting & Analytics Enablement

Assist with recurring investment and portfolio reporting for internal teams and stakeholders

Support KPI dashboards, performance summaries, and data visualizations

Translate raw investment data into clear, structured outputs

Process & Workflow Support

Help document, standardize, and optimize investment-related processes

Support investment committee workflows, including materials preparation and data validation

Assist in improving tools used for diligence tracking and decision documentation

Maintain portfolio company data, operating metrics, and financial inputs

Support analysis related to follow-on investments, capital events, and exits

Coordinate with investment and finance teams to ensure data integrity

Cross-Functional Collaboration

Work closely with investment professionals, finance, operations, and external service providers

Support implementation or enhancement of investment technology tools

Serve as a bridge between analytical needs and operational execution

What Makes This Work Engaging

Exposure to the full lifecycle of investment activity without being siloed

Hands-on experience with the systems and processes that drive investment firms

Opportunity to improve how data and tools support better investment decisions

Accelerated learning across investing, analytics, and operational strategy

Ideal Candidate Profile

This profile reflects competencies commonly sought for investment infrastructure and analytics roles.

Education & Technical Skills

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

Strong Excel skills; comfort working with structured datasets

Familiarity with financial concepts, reporting, and performance metrics

Interest in investment systems, data workflows, or analytics tools

Experience (Formal or Informal)

Prior internships or experience in investment banking, private equity, consulting, fund operations, or financial analytics is beneficial

Exposure to dashboards, reporting tools, or process improvement initiatives is a plus

Soft Skills & Mindset

Highly detail-oriented with strong organizational skills

Process-driven mindset with an interest in improving efficiency and accuracy

Clear written and verbal communication skills

Ability to operate in fast-paced, evolving environments

Coachability, curiosity, and a willingness to learn new tools and systems

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance and investment-related roles.

AI-Powered Job Search Automation

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

Targeted search across private equity, venture capital, investment operations, and analytics

Human-led outreach to relevant recruiters and decision-makers

Support in initiating warm conversations beyond traditional job portals

Execution & Tracking Support

Streamlined systems to manage applications and outreach

End-to-end administrative support throughout the job search

Interview & Case Preparation

Assistance with investment analytics, systems-focused cases, and technical interviews

Support with behavioral and role-specific interview readiness

Ongoing guidance throughout the hiring 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.

Career Launch AI — Powered by Initio Capital
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