Investment Origination Specialist

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

Job summary

An investment firm in New York, NY is seeking an Investment Origination Specialist to support investment teams by identifying and structuring new investment opportunities across markets. This role involves financial analysis, market research, and relationship management to drive deal flow. Ideal candidates should have a Bachelor's degree in finance, strong analytical skills, and proficiency in Excel. Experience in investment origination or private equity is preferred. Competitive compensation offered.

Qualifications

• Understanding of investment instruments and capital markets.
• Experience or coursework in investment origination or private equity.
• Ability to manage multiple projects in dynamic environments.

Responsibilities

• Identify and source new investment opportunities.
• Conduct financial analysis and due diligence.
• Build and maintain financial models and investment memos.
• Collaborate with portfolio managers and deal teams.

Skills

Financial analysis

Market research

Analytical skills

Relationship management

Communication skills

Education

Bachelor’s degree in Finance, Economics, Business, or related field

Tools

Excel

CRM systems

SQL

Job description

Location: New York, NY
Employment Type: Full-Time
Estimated Compensation: $140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Investment Origination Specialist position commonly found through the Career Launch AI Talent Network. It is intended to help job seekers understand the responsibilities and qualifications typically associated with roles focused on investment sourcing, deal evaluation, and capital deployment.

Actual openings may vary depending on employer focus, asset class, and investment strategy.

For more information on the Career Launch AI Talent Network, visit:
https://www.careerlaunch.ai/

Position Overview

The Investment Origination Specialist supports investment teams by identifying, evaluating, and structuring new investment opportunities across private and public markets. The role combines market research, financial analysis, and strategic relationship management to drive deal flow and support capital deployment initiatives.

This role involves close collaboration with portfolio managers, investment analysts, business development teams, and legal/compliance functions to ensure smooth execution of investment opportunities.

Key Responsibilities

Identify and source new investment opportunities aligned with the firm’s strategy

Conduct financial analysis, due diligence, and market research to evaluate potential deals

Build and maintain financial models, investment memos, and presentation materials for internal review

Collaborate with portfolio managers and deal teams to structure transactions and optimize returns

Manage relationships with external partners, co-investors, and potential targets

Track and report on investment pipelines, deal status, and performance metrics

Monitor market trends, competitor activity, and emerging investment opportunities

Prepare regular updates and reports for senior management on deal origination activity

Preferred Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field

Understanding of investment instruments, capital markets, and deal structuring

Experience or coursework in investment origination, private equity, venture capital, or corporate development (preferred but not required)

Strong analytical and financial modeling skills

Excellent interpersonal, communication, and relationship management skills

Proficiency in Excel; familiarity with CRM systems, SQL, or other investment analytics tools is a plus

Ability to manage multiple projects in fast-paced, dynamic environments

Strong interest in investments, deal sourcing, and capital markets

About the Career Launch AI Talent Network

The Career Launch AI Talent Network helps job seekers pursue opportunities similar to this role through:

Skills-based role matching

Resume and profile optimization

Guidance on outreach to investment teams and strategic partners

Interview preparation for investment, capital markets, and deal analysis roles

To learn more or express interest in investment origination and private markets roles, visit:
https://www.careerlaunch.ai/