Secondary Investments Specialist

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

Job summary

Career Launch AI is seeking a Secondary Investments Specialist in New York, NY to source and evaluate opportunities in private equity and related funds. You will model investments, analyze portfolios, and support execution of secondary transactions.

The role requires strong analytical and communication skills, with experience in financial modeling and market analysis. Collaboration with investment teams and fund managers is essential.

Qualifications

• Degree in Finance, Economics, Accounting or related field.
• Strong financial modeling and valuation knowledge.
• Experience with portfolio analysis and investment diligence.

Responsibilities

• Identify and source secondary investment opportunities.
• Conduct due diligence using financial models and portfolio analysis.
• Evaluate valuations, performance, and potential of investments.
• Build models and dashboards to support decisions.
• Assist with transaction structuring, negotiation, and execution.
• Monitor investments and report to committees.

Skills

Financial modeling

Valuation

Portfolio analysis

Analytical thinking

Communication

Presentation skills

Education

Bachelor’s degree in Finance/Economics/Accounting

CFA or advanced degree a plus

Tools

Excel

SQL

Python

Job description

Secondary Investments Specialist – Career Launch AI Talent Network

Location: New York, NY

Estimated Compensation:
$140,000 – $185,000 total annual compensation (varies by employer)

About This Posting

This job description represents a sample Secondary Investments 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 investing in secondary market opportunities for private equity, venture capital, and other alternative assets.

Actual openings may vary depending on the firm’s investment focus, fund strategy, and portfolio stage.

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

Position Overview

The Secondary Investments Specialist focuses on sourcing, evaluating, and executing secondary market transactions in private equity and alternative investment funds. The role requires strong analytical skills, market knowledge, and transaction experience to support the firm’s investment team in acquiring interests in existing funds or portfolios from current investors.

This position involves collaboration with investment partners, portfolio managers, fund managers, and other stakeholders to evaluate risk, assess valuation, and execute secondary transactions efficiently.

Key Responsibilities

• Identify and source secondary investment opportunities, including LP interest purchases and fund recapitalizations
• Conduct due diligence on target secondary assets, including financial modeling, portfolio analysis, and risk assessment
• Evaluate valuations, historical performance, and future potential of secondary investments
• Build and maintain financial models, dashboards, and analytical tools to support investment decisions
• Assist with transaction structuring, negotiation, and execution of secondary deals
• Monitor portfolio company performance and provide updates on secondary investment positions
• Prepare investment memos, presentations, and reporting for internal investment committees and external stakeholders
• Stay informed on market trends, regulatory changes, and liquidity opportunities in the secondary market

Preferred Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field; advanced degrees or CFA a plus
• Strong understanding of private equity, venture capital, and secondary market mechanics
• Experience in financial modeling, valuation, and portfolio analysis
• Knowledge of fund structures, LP agreements, and investment documentation
• Excellent analytical, communication, and presentation skills
• Ability to manage multiple deals and deadlines in a fast-paced environment
• Proficiency in Excel; familiarity with SQL, Python, or investment analysis platforms is a plus

About the Career Launch AI Talent Network

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

• Skills-based role matching for private equity, venture capital, and secondary market roles
• Resume and profile optimization for investment positions
• Guidance on outreach to investment teams and fund managers
• Interview preparation for financial modeling, portfolio analysis, and secondary transaction evaluation

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