Investment Banking & Fund Management Analyst

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 Banking & Fund Management Analyst 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 combining investment banking transaction exposure with fund management, portfolio analysis, and investor reporting responsibilities . More information is available at careerlaunch.ai . Representative Role Overview A leading investment bank or advisory firm may seek an Investment Banking & Fund Management Analyst to support both deal execution and fund/portfolio management activities . This dual-focus role is ideal for candidates seeking hands-on experience in M&A, capital markets, and fund-level portfolio oversight , including analysis of fund performance, investor reporting, and capital allocation strategies. Key Responsibilities Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) for transaction and fund-level analysis Conduct industry research, benchmarking, and fund performance and portfolio analytics Support live M&A, capital markets, and restructuring engagements Prepare pitch books, investment memoranda, and investor reporting materials Assist with due diligence, data room organization, and portfolio/fund monitoring tasks Collaborate with senior bankers and fund managers across client strategy, deal workflows, and portfolio management initiatives Support internal and client-facing reporting on fund strategy, capital allocation, and investment performance Desired Qualifications Bachelor's degree in Finance, Economics, Accounting, Mathematics, or a related discipline Strong skills in financial modeling, valuation, and fund/portfolio analytics Excellent analytical, quantitative, and communication abilities Ability to handle multiple workstreams in a fast-paced, client-facing environment High attention to detail and strong organizational skills Prior internship or full-time experience in investment banking, private equity, asset/fund management, or advisory is beneficial Proficiency in Excel, PowerPoint, and financial research and reporting tools #J-18808-Ljbffr Career Launch AI