Strategic Investment Officer

Career Launch AI; New York (NY); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonuses

AI-supported job targeting

Job summary

A leading investment banking firm is seeking a Strategic Investment Officer to blend financial analysis with strategic decision-making. This hybrid position requires strong analytical skills, a relevant Bachelor's degree, and experience in investment banking or finance. Responsibilities include evaluating M&A opportunities, conducting competitor research, and building financial models. Ideal candidates are proactive communicators who can manage multiple projects in a fast-paced environment. Competitive compensation with opportunities available exclusively through the Career Launch AI platform.

Qualifications

• Bachelor's degree in Finance, Economics, Accounting, Business or related discipline.
• Strong analytical, quantitative, and modeling skills.
• Ability to manage multiple projects in a fast-paced environment.

Responsibilities

• Conduct market, industry, and competitor research to inform investment strategy.
• Evaluate potential investment opportunities including M&A, partnerships.
• Build and maintain financial and valuation models.
• Prepare investment memos, strategic briefs, and presentations.
• Monitor portfolio performance and generate analytical insights.

Skills

Strong analytical skills

Quantitative skills

Modeling skills

Excellent communication

Strategic thinking

Education

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

Tools

Excel

PowerPoint

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 Strategic Investment Officer 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, consulting, and technology opportunities that may not appear on public job boards. This description reflects a typical early-career investment banking role focused on strategic investments, portfolio evaluation, and deal advisory.

More information is available at careerlaunch.ai.

Representative Role Overview

A leading middle-market investment bank or corporate investment team may seek a Strategic Investment Officer to support investment strategy, portfolio analysis, and strategic deal origination. This role is ideal for candidates who want to blend financial analysis with strategic thinking and investment decision-making.

Key Responsibilities

Conduct market, industry, and competitor research to inform investment strategy

Evaluate potential investment opportunities, including M&A, strategic partnerships, and minority investments

Build and maintain financial and valuation models (DCF, LBO, accretion/dilution, portfolio projections)

Prepare investment memos, strategic briefs, and client or internal presentations

Monitor portfolio performance and generate analytical insights to support senior investment decisions

Collaborate with deal teams, corporate strategy, and client stakeholders to align investment initiatives

Assist with due diligence coordination and key transactional support as needed

Desired Qualifications

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

Strong analytical, quantitative, and modeling skills

Strategic thinking with the ability to evaluate investment opportunities and market trends

Excellent communication and presentation abilities

Ability to manage multiple projects in a fast-paced environment

Prior internship or experience in investment banking, private equity, corporate development, or strategic consulting is beneficial

Proficiency in Excel, PowerPoint, and financial research/analytics platforms

Why This Posting Matters

This Strategic Investment Officer 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 and preparation

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

Investment Banking & Corporate Finance

Private Equity & Venture Capital

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 job seekers 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