Transaction Research Analyst

Transaction Research Analyst

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 Transaction Research Analyst description represents the type of early-career, research-oriented private capital 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 investment and transaction roles that may not appear on public job boards. Career Launch AI provides tools and structured 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

A lower middle-market private equity firm (representative of firms within our network) may seek a Transaction Research Analyst to support deal sourcing, screening, and diligence efforts through high-quality research and analytical support.

This role is ideal for candidates at the beginning of their buy-side careers who want exposure to how investment teams identify, evaluate, and prioritize transaction opportunities before and during active deal processes.

The environment is typically lean, providing close interaction with senior investment professionals and strong visibility into live deal activity.

Day-to-Day Responsibilities

Transaction Research & Deal Screening

• Conduct research on potential acquisition targets, industries, and market segments

• Support deal sourcing efforts by analyzing company profiles, financial summaries, and ownership structures

• Assist with initial opportunity screening and prioritization

• Maintain databases of potential targets, transactions, and market intelligence

Industry & Market Analysis

• Perform industry, sector, and competitive research to support investment theses

• Analyze market size, growth drivers, competitive dynamics, and industry trends

• Compile research findings into clear, concise briefing materials for investment teams

Due Diligence Support

• Assist with early-stage diligence by reviewing financial statements, KPIs, and operating metrics

• Support analysis of customer concentration, revenue drivers, unit economics, and business risks

• Organize and summarize diligence materials from internal and third-party sources

Investment Materials & Documentation

• Help prepare screening memos, research summaries, and investment committee materials

• Draft supporting slides and written content for internal presentations

• Ensure research outputs are well-structured, accurate, and decision-ready

Ongoing Knowledge Management

• Track relevant transactions, market activity, and comparable company data

• Support the upkeep of internal research libraries and deal logs

• Assist with ad hoc analytical requests from senior team members

What Makes This Work Engaging

• Direct exposure to how private equity firms identify and evaluate deals

• Hands-on involvement in transaction research and early-stage diligence

• Opportunity to develop strong investment judgment and analytical foundations

• Accelerated learning across private markets, M&A, and industry analysis

Ideal Candidate Profile

This profile reflects the competencies commonly sought for entry-level transaction research roles in private equity and private capital.

Education & Technical Skills

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

• Strong analytical and research skills with attention to detail

• Solid understanding of financial statements and corporate finance fundamentals

• Proficiency in Excel; familiarity with financial data sources is a plus

Experience (Formal or Informal)

• Prior internships or academic exposure to finance, research, consulting, investment banking, or corporate development is beneficial

• Demonstrated interest in transactions, investing, and private markets

Soft Skills & Mindset

• Intellectual curiosity and strong research instincts

• Clear written and verbal communication skills

• Ability to manage multiple research tasks in a fast-paced environment

• Coachable, proactive, and eager to learn from senior professionals

How Career Launch AI Helps Candidates Access Roles Like This

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive entry-level finance and private capital roles.

AI-Powered Job Search Automation

• Automated applications to a high volume of relevant research and analyst roles

• Targeted search across private equity, private capital, investment research, and M&A

Recruiter & Hiring Manager Outreach

• Human-led outreach to recruiters and investment professionals

• Support initiating direct conversations beyond traditional job portals

Execution & Tracking Support

• Streamlined systems to manage applications and outreach

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

Interview & Case Preparation

• Preparation for research-based, analytical, and investment-focused interviews

• Support with technical, behavioral, and case-style questions

Continued Support

• Ongoing guidance provided 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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