Investment Management Analyst - Banking Track

Job Description

Job Description

Investment Management Analyst – Banking Track

Career Launch AI Talent Network

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 Management Analyst – Banking Track 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 role providing dual exposure to investment banking deal execution and investment management strategies , ideal for candidates seeking to bridge banking and asset management careers.

More information is available at careerlaunch.ai .

Representative Role Overview

A leading middle-market investment bank may seek an Investment Management Analyst – Banking Track to support investment analysis, portfolio evaluation, and deal execution . This role offers rigorous analytical experience, exposure to capital markets, M&A transactions, and investment management processes , and structured professional development within a hybrid banking-investment management context.

Key Responsibilities

• Build and maintain financial models including 3-statement, DCF, LBO, and portfolio-level analyses

• Conduct industry research, benchmarking, and valuation analyses to support banking and investment management decisions

• Support live M&A, capital markets, and restructuring engagements

• Assist in preparing pitch books, investment memoranda, and client presentations

• Participate in portfolio monitoring, asset allocation analysis, and investment performance reporting

• Assist with due diligence, data room organization, and transaction execution

• Collaborate with senior bankers and investment managers across client strategy, deal workflows, and investment evaluation

Desired Qualifications

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

• Strong skills in financial modeling, valuation, and investment analysis

• Excellent analytical, quantitative, and communication abilities

• Ability to handle multiple workstreams in a fast-paced environment

• High attention to detail and strong organizational skills

• Prior internship or full-time experience in banking, asset management, private equity, or investment advisory is highly beneficial

• Proficiency in Excel, PowerPoint, and financial research platforms

Why This Posting Matters

This Investment Management Analyst – Banking Track 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 banking and investment management teams

• AI-supported job targeting and application support

• Interview coaching and preparation

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

• Investment Banking

• Asset & Investment Management

• Private Equity & Venture Capital

• Corporate Finance

• Strategy Consulting

• 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

• Personalized recruiter and decision-maker outreach

• Warm introductions to hiring managers

• 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:

Once enrolled, members receive:

• Access to the exclusive job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement