Capital Analytics Analyst – PE

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

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 career launch.ai.

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.

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

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

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

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

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

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

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

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

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

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