Investment Screening Analyst

Investment Screening Analyst (Entry-Level) – Career Launch AI Talent Network

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

This Investment Screening Analyst description represents the type of early-career investment 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 investment 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, growth equity funds, family offices, and investment platforms within our network may seek analytically strong Investment Screening Analysts to support the front end of the deal funnel
.

Individuals in roles like this play a critical role in evaluating inbound and outbound investment opportunities, conducting high-level financial and strategic assessments, and determining which opportunities advance to full diligence.

The environment is typically fast-paced and deal-driven, offering exposure to a wide range of industries, business models, and transaction structures.

Review inbound deal flow from bankers, intermediaries, founders, and proprietary sourcing

Conduct high-level financial and strategic assessments to determine investment fit

Analyze revenue models, margins, growth drivers, and scalability

Identify key risks, red flags, and value-creation opportunities early in the process

Build or review light financial models
, return frameworks, and scenario analyses

Assess valuation expectations relative to market benchmarks

Analyze historical financials, KPIs, and unit economics at a screening level

Conduct industry, competitive, and market landscape research

Evaluate sector attractiveness, secular trends, and competitive positioning

Support the development of concise investment theses for screened opportunities

Prepare screening memos, summaries, and presentation materials

Clearly communicate recommendations on whether to advance or decline opportunities

Support senior team members in prioritizing deal flow and resource allocation

Track deal flow activity, screening decisions, and follow-ups

Maintain CRM or pipeline tools to ensure visibility across opportunities

Coordinate with sourcing, diligence, and execution teams as deals progress

Exposure to high deal volume across diverse industries

Direct influence on which investments move forward

Accelerated learning in investment judgment and pattern recognition

Close collaboration with senior investors and decision-makers

This profile reflects the competencies commonly sought by firms for roles of this type.

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

Strong Excel and financial analysis skills

Solid understanding of accounting, valuation, and corporate finance fundamentals

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

Demonstrated interest in investing, deal evaluation, or financial analysis

Exposure to financial statements and business model analysis

Strong analytical judgment and attention to detail

Ability to synthesize complex information into clear recommendations

Strong written and verbal communication skills

High ownership mentality and ability to manage multiple opportunities simultaneously

Coachability, curiosity, and eagerness to develop investment instincts

Career Launch AI is a career acceleration platform supporting candidates pursuing competitive finance…