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)
About This Opportunity
This posting represents the type of Fund Strategy Analyst 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 analyzing fund performance, supporting fund strategy, and advising on capital allocation and portfolio optimization.
More information is available at careerlaunch.ai.
Representative Role Overview
A leading investment firm, advisory group, or bank may seek a Fund Strategy Analyst to support internal and client-facing teams in fund-level strategy, performance analytics, and capital planning. This role is ideal for candidates seeking exposure to private equity, alternative investments, and asset management, combined with quantitative modeling and strategic advisory experience.
Key Responsibilities
- Support fund strategy and portfolio planning initiatives, including capital allocation, fund structuring, and performance benchmarking
- Build and maintain financial and operational models for fund performance, projected returns, and scenario analysis (DCF, IRR, NAV, waterfall modeling)
- Conduct market research, competitor benchmarking, and industry trend analysis to support strategic fund decisions
- Prepare strategy presentations, investor updates, and internal reporting materials
- Assist with fund performance monitoring, investor reporting, and capital advisory tasks
- Collaborate with senior team members and fund managers on portfolio optimization, risk assessment, and strategic initiatives
- Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
- Strong skills in financial modeling, fund analysis, and strategic evaluation
- Excellent analytical, quantitative, and communication abilities
- Ability to manage multiple projects in a fast-paced, client-facing environment
- High attention to detail and strong organizational skills
- Prior internship or full-time experience in investment banking, private equity, asset management, or fund advisory is beneficial
- Proficiency in Excel, PowerPoint, and financial research tools
This Fund Strategy Analyst 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 fund strategy, advisory, and asset management teams
- AI-supported job targeting and application support
- Interview coaching and preparation
- Investment Banking
- Private Equity & Venture Capital
- Fund Advisory & Strategy
- Corporate Finance
- Strategy Consulting
- Technology (FAANG-level and startups)
- Product Management
- Data, Operations, and more
Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles more efficiently. Members receive:
- AI-powered job application automation
- Personalized recruiter and decision-maker outreach
- Warm introductions to hiring managers
- Sector-specific resume optimization
- Interview preparation and ongoing support
How to Access Opportunities Like This
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 job board
- Personalized recruiter outreach
- Automated job applications
- Coaching and interview preparation
- Ongoing support until placement