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)
This posting represents the type of Senior Transaction Planning Officer 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 transaction-focused, early-career role designed for high-performing candidates seeking accelerated exposure to deal strategy, planning, and execution within investment banking environments.
More information is available at careerlaunch.ai.
A leading middle-market investment bank or advisory firm may seek a Senior Transaction Planning Officer to support the structuring, evaluation, and execution planning of complex financial transactions. This role emphasizes forward-looking deal strategy, analytical rigor, and coordination across execution teams, offering early-career professionals enhanced responsibility and visibility across live transactions.
The position is well-suited for candidates with strong analytical foundations who are ready to take on ownership of transaction planning workflows, scenario analysis, and strategic deal preparation.
Lead transaction planning and execution analysis for M&A, capital raises, restructurings, and strategic alternatives
Build and review advanced financial models, including 3-statement models, DCFs, LBOs, and accretion/dilution analyses
Develop transaction scenarios, sensitivity analyses, and risk assessments to inform deal strategy
Conduct industry, market, and comparable company research to support transaction positioning
Coordinate due diligence planning, data room structure, and cross-functional execution timelines
Prepare and refine pitch books, investment memoranda, and senior-level client presentations
Partner closely with senior bankers to align transaction strategy with client objectives
Track transaction milestones and support execution efficiency across live deals
Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related quantitative discipline
Strong financial modeling, valuation, and transaction analysis skills
Demonstrated interest in investment banking, corporate finance, or transaction advisory
Ability to synthesize complex data into clear strategic insights
Strong communication skills and comfort working with senior stakeholders
Exceptional attention to detail and ability to manage multiple deal workstreams
Prior experience through internships or full-time roles in banking, consulting, private equity, audit, or FP&A is advantageous
Proficiency in Excel, PowerPoint, and financial research platforms
This Senior Transaction Planning Officer description reflects the types of opportunities available exclusively to Career Launch AI members, including:
Roles shared directly with Career Launch AI by employers
Opportunities not posted on public job boards
Warm introductions to hiring managers and recruiters
AI-supported role matching and application optimization
Interview coaching and transaction-specific preparation
Career Launch AI members gain access to 1,000+ curated roles across:
Investment Banking
Private Equity & Venture Capital
Corporate Finance
Strategy Consulting
Technology (FAANG-level and high-growth startups)
Product Management
Data, Operations, and more
Career Launch AI is a career acceleration platform built to help high-potential candidates secure competitive roles faster. Members receive:
AI-powered job application automation
Personalized recruiter outreach
Warm introductions to decision-makers
Sector-specific resume and profile optimization
Interview preparation and ongoing career support
This posting is an example of the types of positions members may pursue through the platform.
To be considered for roles of this type, candidates must enroll in the Career Launch AI platform.
Career Launch Assessment Link:
https://careerlaunch.ai/assessment
Once enrolled, members receive:
Access to the exclusive private job board
Personalized recruiter outreach
Automated job applications
Coaching and interview preparation
Ongoing support until placement