Strategic Investment Sourcing Analyst

Career Launch AI

San Francisco (CA)

On-site

USD 140,000 - 185,000

Full time

14 days+
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Job summary

Career Launch AI in New York, NY seeks a Deal Origination Analyst to identify, evaluate and source investment opportunities, combining market research, financial analysis and relationship management to drive high-quality deal flow.

Collaborate with investment professionals and senior dealmakers, preparing memos and supporting data for decisive management reviews while leveraging Excel, PowerPoint and CRM tools in a fast-paced environment.

Qualifications

  • Bachelor’s degree in Finance, Economics, Business, or a related field.
  • Strong understanding of investment analysis, financial statements, and valuation methods.
  • Experience or coursework in corporate finance, investment banking, private equity, or venture capital (preferred but not required).
  • Excellent analytical, quantitative, and problem-solving skills.
  • Strong written and verbal communication for internal and external interactions.

Responsibilities

  • Conduct market research to identify potential investment targets, industries, and emerging trends.
  • Build and maintain pipelines of prospective deals, tracking opportunities and progress.
  • Analyze financial statements, valuations, and key performance metrics of target companies.
  • Support outreach to company management teams, intermediaries, and industry contacts.
  • Prepare investment memos, internal reports, and presentation materials for senior management.
  • Assist in coordinating initial diligence and data collection processes.
  • Maintain CRM databases and dashboards for deal tracking and reporting.
  • Identify and recommend strategic opportunities aligned with firm investment objectives.

Skills

Market research
Financial analysis
Relationship management
Deal sourcing
CRM tooling
Excel
PowerPoint

Education

Bachelor’s degree in Finance/Economics/Business

Tools

Excel
PowerPoint
CRM

Job description

Career Launch AI in New York, NY seeks a Deal Origination Analyst to identify, evaluate and source investment opportunities, combining market research, financial analysis and relationship management to drive high-quality deal flow.

Collaborate with investment professionals and senior dealmakers, preparing memos and supporting data for decisive management reviews while leveraging Excel, PowerPoint and CRM tools in a fast-paced environment.

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