Deal Flow Analyst – Banking
Listed on 2026-03-01
-
Finance & Banking
Financial Analyst -
Business
Financial Analyst, Data Analyst
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 Deal Flow Analyst – Banking 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 typical early-career role focused on managing, analyzing, and supporting investment banking deal flow
, accessible through our network.
More information is available at career launch.ai
.
Role Overview
A leading middle-market investment bank may seek a Deal Flow Analyst – Banking to support deal origination, pipeline management, and transaction coordination across coverage and product teams. This role is ideal for candidates interested in tracking live deal activity, supporting business development efforts, and improving deal execution efficiency
, with exposure to senior bankers and active transactions.
Track and manage the end-to-end deal pipeline
, including pitches, mandates, live transactions, and closed deals
Support deal origination and business development efforts through research and pipeline analytics
Conduct company, industry, and market research to support deal flow and client targeting
Prepare pitch materials, teasers, and internal deal tracking reports
Analyze deal flow metrics, conversion rates, and pipeline trends to support strategic decision-making
Coordinate with bankers and execution teams to ensure smooth deal handoffs and workflow alignment
Maintain CRM systems and internal databases with accurate, up-to-date deal information
Support light financial analysis and valuation work for screening and prioritization purposes
Assist with client meeting preparation and follow-ups related to active and prospective deals
Desired QualificationsBachelor’s degree in Finance, Economics, Business, Accounting, or a related field
Strong interest in investment banking, M&A, and transaction processes
Analytical mindset with the ability to manage and interpret deal pipeline data
Strong organizational skills and attention to detail
Ability to manage multiple deals and priorities in a fast-paced environment
Excellent written and verbal communication skills
Prior internship or experience in investment banking, corporate finance, private equity, consulting, or related roles is a plus
Proficiency in Excel, PowerPoint, CRM platforms, and financial research tools (e.g., Capital IQ, Pitch Book, Fact Set)
Why This Posting MattersThis Deal Flow Analyst – Banking 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 publicly
Warm introductions to hiring managers and recruiters
AI-supported job targeting and application support
Interview coaching and preparation
Career Launch AI members gain access to 1,000+ curated roles across:
Investment Banking
Private Equity & Venture Capital
Corporate Finance
Technology (FAANG-level and startups)
Product Management
Data, Operations, and more
How Career Launch AI Helps CandidatesCareer Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:
AI-powered job application automation
Warm introductions to decision-makers
Sector-specific resume optimization
Interview preparation and ongoing support
This posting is an example of the types of positions members may pursue through the platform.
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