Investment Screening Analyst

Job Description

Job Description

Investment Screening Analyst (Entry-Level) – Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Type: Full-Time
Compensation: Typically $140,000 – $185,000+ total compensation (varies by employer)

About This Role

This Investment Screening Analyst description represents the type of early-career investment roles featured on the Career Launch AI Private Job Board.
It is not a direct job opening with a specific employer.

Members of our platform gain access to exclusive investment roles that may not appear on public job boards. Career Launch AI provides tools and support to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber finance opportunities.

More information is available at careerlaunch.ai .

About the Opportunity

Lower middle-market private equity firms, growth equity funds, family offices, and investment platforms within our network may seek analytically strong Investment Screening Analysts to support the front end of the deal funnel .

Individuals in roles like this play a critical role in evaluating inbound and outbound investment opportunities, conducting high-level financial and strategic assessments, and determining which opportunities advance to full diligence.

The environment is typically fast-paced and deal-driven, offering exposure to a wide range of industries, business models, and transaction structures.

Day-to-Day ResponsibilitiesInvestment Screening & Initial Evaluation

• Review inbound deal flow from bankers, intermediaries, founders, and proprietary sourcing

• Conduct high-level financial and strategic assessments to determine investment fit

• Analyze revenue models, margins, growth drivers, and scalability

• Identify key risks, red flags, and value-creation opportunities early in the process

Financial & Analytical Support

• Build or review light financial models , return frameworks, and scenario analyses

• Assess valuation expectations relative to market benchmarks

• Analyze historical financials, KPIs, and unit economics at a screening level

Market & Industry Research

• Conduct industry, competitive, and market landscape research

• Evaluate sector attractiveness, secular trends, and competitive positioning

• Support the development of concise investment theses for screened opportunities

Investment Committee & Deal Team Support

• Prepare screening memos, summaries, and presentation materials

• Clearly communicate recommendations on whether to advance or decline opportunities

• Support senior team members in prioritizing deal flow and resource allocation

Process & Pipeline Management

• Track deal flow activity, screening decisions, and follow-ups

• Maintain CRM or pipeline tools to ensure visibility across opportunities

• Coordinate with sourcing, diligence, and execution teams as deals progress

What Makes This Work Engaging

• Exposure to high deal volume across diverse industries

• Direct influence on which investments move forward

• Accelerated learning in investment judgment and pattern recognition

• Close collaboration with senior investors and decision-makers

Ideal Candidate Profile

This profile reflects the competencies commonly sought by firms for roles of this type.

Education & Technical Skills

• Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field

• Strong Excel and financial analysis skills

• Solid understanding of accounting, valuation, and corporate finance fundamentals

Experience (Formal or Informal)

• Prior internships or experience in investment banking, private equity, consulting, transaction advisory, or corporate finance is beneficial

• Demonstrated interest in investing, deal evaluation, or financial analysis

• Exposure to financial statements and business model analysis

Soft Skills & Mindset

• Strong analytical judgment and attention to detail

• Ability to synthesize complex information into clear recommendations

• Strong written and verbal communication skills

• High ownership mentality and ability to manage multiple opportunities simultaneously

• Coachability, curiosity, and eagerness to develop investment instincts

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance roles.

AI-Powered Job Search Automation

• Automated applications to a large volume of relevant roles with tailored resumes

• Targeted search across private equity, growth equity, venture capital, family offices, and corporate development

Recruiter & Hiring Manager Outreach

• Human-led outreach campaigns to relevant recruiters and decision-makers

• Support initiating warm, direct conversations rather than relying solely on job portals

Execution & Tracking Support

• Streamlined systems to manage applications and outreach

• End-to-end administrative support during the search process

Interview & Case Preparation

• Guidance on investment screening cases, deal evaluation exercises, and financial reviews

• Support with behavioral and technical interview preparation

Continued Support

• Ongoing guidance throughout the hiring process until placement

Learn More or Apply

To access roles of this kind through the Career Launch AI platform, visit:
careerlaunch.ai

Career Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.

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