Investment Banking & Asset Management Analyst

Job Description

Job Description

Investment Banking & Asset Management Analyst

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 Banking & Asset 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 asset management analytics and portfolio support .

More information is available at careerlaunch.ai .

Representative Role Overview

A leading middle-market investment bank or multi-strategy financial firm may seek an Investment Banking & Asset Management Analyst to assist in deal execution, portfolio analysis, and investment research . Candidates in this role gain exposure to M&A advisory, capital markets, and asset management strategies , making it ideal for individuals pursuing careers that span investment banking, private equity, or asset management .

Key Responsibilities

• Support senior bankers and portfolio managers in evaluating investment opportunities across public and private markets

• Build and maintain financial models , including 3-statement, DCF, LBO, and portfolio performance analysis

• Conduct industry research, benchmarking, and valuation studies to support both transaction and asset management decisions

• Assist in the preparation of pitch books, investment memoranda, and client or investor presentations

• Support live M&A, capital raising, and restructuring engagements , as well as asset allocation and portfolio reporting

• Collaborate with deal teams and portfolio managers to provide analytics and insights on investment performance

• Maintain deal flow tracking, portfolio dashboards, and data room organization for transaction and asset management reporting

Desired Qualifications

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

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

• Excellent analytical, quantitative, and communication abilities

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

• High attention to detail and strong organizational skills

• Prior internship or full-time experience in investment banking, asset management, private equity, consulting, or corporate finance is beneficial

• Proficiency in Excel, PowerPoint, portfolio analytics software, and financial research tools

Why This Posting Matters

This Investment Banking & Asset Management Analyst description reflects 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 deal teams, portfolio managers, and recruiters

• 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

• Private Equity & Venture Capital

• Asset Management & Hedge Funds

• 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