Investment Returns Analyst

TEEMA Solutions Group; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Career advancement support

Job summary

A leading investment services provider is looking for an Investment Returns Analyst in New York (Hybrid). The successful candidate will analyze investment returns across portfolios and build models for evaluation metrics. A Bachelor’s degree in Finance or related fields is required, along with strong analytical skills. Ideal for candidates interested in investment performance and portfolio analysis. This opportunity offers access to exclusive roles and support through the Career Launch AI platform.

Qualifications

• Strong interest in investment performance and returns measurement.
• Familiarity with return metrics like IRR, NPV, and CAGR.
• Prior internship or experience in investment banking or asset management.

Responsibilities

• Analyze and monitor investment returns across portfolios.
• Build models to evaluate IRR, MOIC, and cash flows.
• Prepare performance reports for senior stakeholders.

Skills

Investment performance

Portfolio analysis

Quantitative analysis

Financial modeling

Analytical skills

Problem-solving

Education

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

Tools

Excel

PowerPoint

Financial data platforms

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 Returns 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, investing, and analytics-focused opportunities that may not appear on public job boards. This description reflects a typical early-career investment performance and returns analysis role accessible through our network.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading investment bank, asset manager, private equity firm, or investment advisory group may seek an Investment Returns Analyst to support measurement, analysis, and reporting of investment performance across portfolios, funds, and transactions.

This role is well-suited for candidates interested in understanding how investments generate returns, evaluating risk-adjusted performance, and supporting data-driven investment decisions.

Key Responsibilities

Analyze and monitor investment returns across portfolios, funds, or transactions

Build and maintain models to evaluate IRR, MOIC, cash flows, and time-weighted returns

Perform performance attribution and benchmarking against indices and peer groups

Support evaluation of realized and unrealized investment outcomes

Conduct scenario and sensitivity analysis to assess return drivers and downside risk

Prepare performance reports, dashboards, and presentations for senior stakeholders

Assist with portfolio reviews, investment committee materials, and client reporting

Collaborate with investment, finance, and risk teams to ensure data accuracy and insight alignment

Desired Qualifications

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

Strong interest in investment performance, portfolio analysis, and returns measurement

Solid foundation in financial modeling and quantitative analysis

Familiarity with return metrics such as IRR, NPV, MOIC, CAGR, and volatility

Strong analytical and problem-solving skills with high attention to detail

Ability to communicate complex performance insights clearly and concisely

Prior internship or experience in investment banking, asset management, private equity, FP&A, or consulting is beneficial

Proficiency in Excel, PowerPoint, and financial data platforms

Why This Posting Matters

This Investment Returns Analyst description reflects the types of opportunities available exclusively to Career Launch AI members, including:

Roles shared directly with Career Launch AI by employers

Opportunities not posted publicly

Warm introductions to hiring managers and recruiters

AI-supported job targeting and application support

Interview coaching focused on performance analysis and investment case discussion

Career Launch AI members gain access to 1,000+ curated roles across:

Investment Banking

Private Equity & Venture Capital

Corporate Finance

Technology (FAANG-level and startups)

Product Management

Data, Operations, and more

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help candidates secure competitive roles more efficiently. Members receive:

AI-powered job application automation

Warm introductions to decision-makers

Sector-specific resume optimization

Interview preparation and ongoing support

This posting is an example of the types of positions members may pursue through the platform.

How to Access Opportunities Like This

To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.

Career Launch Assessment Link:
https://careerlaunch.ai/assessment