Entry Investment Associate – PE

Career Launch AI

New York, NY

JOB DETAILS
SALARY
$140,000–$185,000
SKILLS
Accounting, Administrative Skills, Analysis Skills, Artificial Intelligence (AI), Automation, Banking Services, Behavioral Interviewing, Communication Skills, Comparative Analysis, Competitive Research, Consulting, Corporate Finance, Corporate Planning, Detail Oriented, Due Diligence, Economics, Equity Securities, Finance, Financial Analysis, Financial Audit, Financial Modeling, Financial Strategy, Interviewing Skills, Investment Analysis, Investment Capital, Investment Services, Legal, Market Analysis, Mathematics, Mergers and Acquisitions, Microsoft Excel, Operational Improvement, Operational Support, Performance Analysis, Performance Metrics, Presentation/Verbal Skills, Private Banking, Software Administration, Strategic Analysis, Underwriting, Venture Capital, Writing Skills
LOCATION
New York, NY
POSTED
12 days ago

Entry Investment Associate – Private Equity (PE)

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 Entry Investment Associate – PE description represents the type of early-career private equity associate roles featured on 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 entry-level private equity investment roles that may not appear on public job boards. Career Launch AI provides tools, outreach support, and structured guidance to help candidates reach hiring managers, prepare for interviews, and pursue high-caliber buy-side careers.

More information is available at careerlaunch.ai.


About the Opportunity

A lower middle-market private equity firm (representative of firms within our network) may seek a highly analytical Entry Investment Associate to support deal teams across the full investment lifecycle, from sourcing and underwriting through execution and portfolio support.

This role is designed for candidates at the start of an associate-track private equity career, offering meaningful responsibility, close collaboration with senior investors, and direct exposure to investment decision-making. Teams are typically lean, allowing associates to take ownership of analyses that directly influence outcomes.


Day-to-Day Responsibilities

Deal Evaluation & Financial Modeling

  • Build and maintain operating and transaction models, including 3-statement models, DCFs, and LBOs

  • Analyze investment returns, capital structures, leverage profiles, and downside scenarios

  • Perform valuation analyses using comparable companies, precedent transactions, and intrinsic methods

  • Support underwriting of new platform investments and add-on acquisitions

Due Diligence & Market Analysis

  • Support diligence across financial, commercial, operational, and legal workstreams

  • Analyze company performance, KPIs, unit economics, and margin drivers

  • Conduct industry and competitive research to support investment theses

  • Synthesize third-party diligence findings into clear, decision-oriented insights

Investment Committee & Transaction Execution

  • Draft investment memoranda, models, and presentation materials

  • Summarize diligence findings, risks, and value-creation opportunities

  • Prepare data-backed recommendations for internal investment discussions

  • Support transaction execution through signing and closing

Portfolio Company & Post-Investment Support

  • Assist with portfolio company KPI tracking and performance analysis

  • Support operational improvement initiatives and growth strategies

  • Contribute to analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit planning

  • Monitor portfolio performance relative to underwriting assumptions


What Makes This Work Engaging

  • Direct exposure to live private equity deals and investment decisions

  • Meaningful interaction with management teams, founders, and senior investors

  • Accelerated development in M&A, leveraged finance, and strategic analysis

  • Clear progression toward long-term roles in private equity investing


Ideal Candidate Profile

This profile reflects the competencies commonly sought for entry-level private equity associate roles.

Education & Technical Skills

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

  • Strong Excel skills and ability to build and audit complex financial models

  • Solid understanding of accounting, corporate finance, and valuation

Experience (Formal or Informal)

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

  • Demonstrated interest in private equity, investing, and transaction-driven work

Soft Skills & Mindset

  • Strong ownership mentality and attention to detail

  • Clear written and verbal communication skills

  • Ability to perform in fast-paced, deal-driven environments

  • Coachable, intellectually curious, and motivated to grow as an investor


How Career Launch AI Helps Candidates Access Roles Like This

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

AI-Powered Job Search Automation

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

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

Recruiter & Hiring Manager Outreach

  • Human-led outreach to recruiters and investment professionals

  • Support in initiating warm, targeted conversations beyond traditional job portals

Execution & Tracking Support

  • Centralized systems to manage applications and outreach

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

Interview & Case Preparation

  • Assistance with private equity case studies and LBO modeling tests

  • Behavioral and technical interview preparation aligned with associate-track PE roles

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 private job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.

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