Investment Reporting Analyst – PE

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

Job summary

A private equity consulting firm is seeking an Investment Reporting Analyst to prepare investment reports and analyze portfolio performance in New York. The ideal candidate will hold a Bachelor's degree in Finance or a related field, possess strong Excel skills, and have a keen analytical mindset. This role offers exposure to private equity metrics and provides a foundation for careers in fund analytics. The position is hybrid and offers a competitive compensation of $140,000 to $185,000.

Qualifications

• Competence in financial analysis and performance metrics is critical.
• Assist with valuation processes and data preparation for audits.
• Manage recurring reporting cycles and deadlines efficiently.

Responsibilities

• Prepare recurring investment and portfolio performance reports.
• Track and analyze fund metrics including IRR and cash flows.
• Assist with the preparation of investor reports and summaries.

Skills

Strong Excel skills

Detail-oriented

Clear communication

Analytical rigor

Education

Bachelor’s degree in Finance, Accounting, Economics, Mathematics

Job description

Investment Reporting 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 Investment Reporting Analyst – Private Equity description represents the type of early-career investment reporting and analytics 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 alternative investment 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-caliber finance opportunities across investment, reporting, and fund analytics functions.

More information is available at careerlaunch.ai.

About the Opportunity

Private equity firms within the Career Launch AI network—particularly lower middle-market and growth-oriented managers—may seek an analytically strong Investment Reporting Analyst to support portfolio monitoring, valuation analysis, and investor reporting.

Individuals in roles like this sit at the intersection of investment teams, fund operations, and investor relations, translating portfolio data into clear, accurate, and decision-ready reporting. The role offers strong exposure to private equity performance metrics, valuation methodologies, and portfolio-level insights.

Day-to-Day Responsibilities

Investment & Performance Reporting

Prepare recurring investment and portfolio performance reports for internal and external stakeholders

Track and analyze fund- and investment-level metrics, including IRR, MOIC, DPI, TVPI, and cash flows

Maintain performance dashboards and reporting templates

Monitor portfolio company financial performance against budgets and investment cases

Analyze KPIs, operating trends, and variance drivers across portfolio companies

Support quarterly and annual portfolio reviews

Valuation & Data Support

Assist with quarterly valuation processes in coordination with investment teams and third-party valuation providers

Support documentation and data preparation for audits and valuation reviews

Maintain valuation models, assumptions, and historical performance data

Investor & Management Materials

Support preparation of investor reports, quarterly letters, and performance summaries

Assist with ad hoc reporting requests from investor relations and senior leadership

Ensure consistency, accuracy, and clarity across reporting outputs

Process & Systems Support

Maintain investment data across reporting systems and internal trackers

Identify opportunities to improve reporting workflows, data accuracy, and automation

Assist with documentation of reporting standards and best practices

What Makes This Work Engaging

Direct exposure to private equity fund and portfolio performance

Involvement in valuation, reporting, and portfolio monitoring processes

Close collaboration with investment professionals and investor relations teams

Strong foundation for careers in private equity analytics, portfolio management, or fund reporting

Ideal Candidate Profile

This profile reflects competencies commonly sought for investment reporting roles within private equity firms.

Education & Technical Skills

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

Strong Excel skills and comfort working with financial data and performance metrics

Solid understanding of accounting principles and private equity performance concepts

Familiarity with valuation methods and fund structures is a plus

Experience (Formal or Informal)

Prior internships or experience in private equity, asset management, fund reporting, transaction services, or consulting is beneficial

Exposure to portfolio analytics, reporting, or valuation processes is a plus

Soft Skills & Mindset

Highly detail-oriented with strong analytical rigor

Clear written and verbal communication skills

Ability to manage recurring reporting cycles and deadlines

Proactive, reliable, and comfortable working cross-functionally

Curious and motivated to build expertise in private equity analytics and reporting

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and investment reporting roles.

AI-Powered Job Search Automation

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

Targeted search across private equity, asset management, and alternative investments

Human-led outreach to relevant recruiters and decision-makers

Support initiating conversations beyond traditional job portals

Execution & Tracking Support

Streamlined systems to manage applications and outreach

End-to-end administrative support during the search process

Interview & Role Preparation

Assistance with private equity reporting, valuation, and analytics interviews

Support with behavioral, technical, and case-based interview readiness

Ongoing guidance provided 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.

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