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)
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 OpportunityLower 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 EvaluationReview 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
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
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
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
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
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
This profile reflects the competencies commonly sought by firms for roles of this type.
Education & Technical SkillsBachelor’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
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
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
Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance roles.
AI-Powered Job Search AutomationAutomated 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
Human-led outreach campaigns to relevant recruiters and decision-makers
Support initiating warm, direct conversations rather than relying solely on job portals
Streamlined systems to manage applications and outreach
End-to-end administrative support during the search process
Guidance on investment screening cases, deal evaluation exercises, and financial reviews
Support with behavioral and technical interview preparation
Ongoing guidance throughout the hiring process until placement
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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