Capital Analytics Analyst – PE

Capital Analytics Analyst – Private Equity

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

About This Role

This Capital Analytics Analyst – PE description represents the type of early-career, analytics-driven private equity 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 private equity and principal investing 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 within our network may seek analytically strong Capital Analytics Analysts to support capital deployment, portfolio exposure analysis, and fund-level performance tracking.

Individuals in roles like this focus on understanding how capital is allocated across investments, how returns and risk evolve over time, and how portfolio construction decisions impact overall fund outcomes. The role works closely with investment teams, finance, and senior leadership to provide data-driven insights that inform capital allocation and portfolio strategy.

The environment is typically lean and analytical, offering visibility into fund economics, deal-level performance, and portfolio-wide decision-making.

Day-to-Day Responsibilities

Capital Allocation & Portfolio Analytics

• Analyze capital deployment across portfolio companies, sectors, and vintages

• Track invested capital, follow-on investments, and reserve utilization

• Monitor portfolio concentration, exposure limits, and diversification metrics

Returns & Performance Analysis

• Analyze deal-level and fund-level returns (IRR, MOIC, DPI, TVPI)

• Maintain and update return attribution and performance analytics

• Support scenario and sensitivity analyses related to capital allocation decisions

Financial Modeling & Data Analysis

• Build and maintain analytical models supporting capital planning and portfolio construction

• Update valuation and return assumptions based on actual performance and market data

• Support downside, base, and upside case analysis across the portfolio

Investment Committee & Stakeholder Support

• Prepare capital analytics, dashboards, and summaries for investment committee meetings

• Communicate insights on portfolio performance, risk, and capital efficiency

• Support materials for fundraising, LP reporting, and internal reviews

Strategic & Transaction Support

• Assist with analysis for new investments, add-ons, and follow-on capital decisions

• Support exit timing analysis and capital recycling considerations

• Contribute to post-investment reviews and portfolio optimization initiatives

What Makes This Work Engaging

• Exposure to how private equity firms deploy and manage capital at scale

• Direct involvement in fund-level and portfolio-wide decision-making

• High-impact analytical work influencing investment pacing and strategy

• Accelerated learning in portfolio analytics, fund economics, and capital strategy

Ideal Candidate Profile

This profile reflects the competencies commonly sought for capital analytics–focused private equity roles.

Education & Technical Skills

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

• Advanced Excel and financial analysis skills; experience with dashboards or data tools is a plus

• Strong understanding of valuation, returns analysis, and portfolio metrics

Experience (Formal or Informal)

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

• Exposure to portfolio analysis, fund reporting, or capital allocation frameworks is a plus

• Demonstrated interest in investment analytics and fund performance

Soft Skills & Mindset

• Highly analytical with strong attention to detail

• Ability to synthesize complex data into clear insights

• Strong written and verbal communication skills

• Comfortable working across multiple investments and datasets

• Curious, coachable, and eager to learn fund-level decision processes

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive buy-side and private equity analytics roles.

AI-Powered Job Search Automation

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

• Targeted search across private equity, portfolio analytics, and capital strategy roles

Recruiter & Hiring Manager Outreach

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

• Support initiating warm conversations beyond traditional job portals

Execution & Tracking Support

• Streamlined systems to manage applications and outreach

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

Interview & Case Preparation

• Assistance with capital allocation, portfolio analytics, and fund performance cases

• Support with behavioral and technical interview readiness

Continued Support

• Ongoing guidance provided throughout the hiring process

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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