Entry-Level Private Equity Portfolio Analyst (Hybrid)
TEEMA Solutions Group, New York, New York, us, 10261
Portfolio Evaluation Analyst – Private Equity (Entry-Level)
Career Launch AI Talent Network
Location:
New York, NY (Hybrid) Type:
Full-Time Compensation:
$140,000 – $185,000+ total compensation (varies by employer)
About This Role This
Portfolio Evaluation Analyst – Private Equity
description represents the type of early-career, post-investment–focused 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 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
careerlaunch.ai .
About the Opportunity Lower middle-market private equity firms and investment platforms within our network may seek analytically strong
Portfolio Evaluation Analysts
to support
ongoing assessment of portfolio company performance and valuation .
Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing.
The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions.
Day-to-Day Responsibilities Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts
Analyze revenue growth, margins, cash flow, leverage, and return drivers
Identify performance variances, risks, and value-creation opportunities
Monitor KPIs, covenant compliance, and operational metrics
Valuation & Return Analysis Support quarterly and annual portfolio valuation processes
Update operating models, valuation models, and return analyses for existing investments
Perform sensitivity analyses and downside scenarios
Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods
Investment Committee & Reporting Support Prepare portfolio review materials, valuation memos, and performance summaries
Support quarterly investment committee meetings and LP reporting
Respond to ad hoc analytical requests from senior investment professionals
Work with portfolio company management teams to gather and analyze financial and operating data
Support operational improvement initiatives, growth strategies, and strategic planning
Assist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness
Process Improvement & Data Management Help standardize portfolio monitoring and evaluation frameworks
Maintain accurate and timely portfolio data and reporting tools
Contribute to continuous improvement of analytics, dashboards, and internal reporting processes
What Makes This Work Engaging Direct insight into how private equity investments perform post-close
Opportunity to influence value-creation initiatives and capital allocation decisions
Exposure to senior investors, boards, and management teams
Accelerated learning in portfolio management, valuation, and operating finance
Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type.
Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel and financial modeling skills
Solid understanding of accounting, valuation, and private equity fundamentals
Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial
Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus
Demonstrated interest in portfolio evaluation or post-investment analysis
Soft Skills & Mindset Strong analytical judgment and attention to detail
Ability to synthesize complex financial data into clear insights
Clear written and verbal communication skills
Strong ownership mentality and proactive problem-solving
Ability to manage recurring deadlines and evolving priorities
Coachability, curiosity, and willingness to learn quickly
How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles.
AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes
Targeted search across private equity, growth equity, family offices, and portfolio-focused roles
Human-led outreach campaigns to relevant recruiters and decision-makers
Support initiating warm, direct conversations rather than relying solely on job portals
Execution & Tracking Support Streamlined systems to manage applications and outreach
End-to-end administrative support during the search process
Interview & Case Preparation Assistance with portfolio evaluation cases, valuation updates, and performance analysis
Support with behavioral and technical interview readiness
Ongoing guidance provided throughout the hiring process
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 job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.
Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai
#J-18808-Ljbffr
New York, NY (Hybrid) Type:
Full-Time Compensation:
$140,000 – $185,000+ total compensation (varies by employer)
About This Role This
Portfolio Evaluation Analyst – Private Equity
description represents the type of early-career, post-investment–focused 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 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
careerlaunch.ai .
About the Opportunity Lower middle-market private equity firms and investment platforms within our network may seek analytically strong
Portfolio Evaluation Analysts
to support
ongoing assessment of portfolio company performance and valuation .
Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing.
The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions.
Day-to-Day Responsibilities Evaluate portfolio company financial performance versus original underwriting cases, budgets, and forecasts
Analyze revenue growth, margins, cash flow, leverage, and return drivers
Identify performance variances, risks, and value-creation opportunities
Monitor KPIs, covenant compliance, and operational metrics
Valuation & Return Analysis Support quarterly and annual portfolio valuation processes
Update operating models, valuation models, and return analyses for existing investments
Perform sensitivity analyses and downside scenarios
Support fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methods
Investment Committee & Reporting Support Prepare portfolio review materials, valuation memos, and performance summaries
Support quarterly investment committee meetings and LP reporting
Respond to ad hoc analytical requests from senior investment professionals
Work with portfolio company management teams to gather and analyze financial and operating data
Support operational improvement initiatives, growth strategies, and strategic planning
Assist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readiness
Process Improvement & Data Management Help standardize portfolio monitoring and evaluation frameworks
Maintain accurate and timely portfolio data and reporting tools
Contribute to continuous improvement of analytics, dashboards, and internal reporting processes
What Makes This Work Engaging Direct insight into how private equity investments perform post-close
Opportunity to influence value-creation initiatives and capital allocation decisions
Exposure to senior investors, boards, and management teams
Accelerated learning in portfolio management, valuation, and operating finance
Ideal Candidate Profile This profile reflects the competencies commonly sought by firms for roles of this type.
Education & Technical Skills Bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related field
Strong Excel and financial modeling skills
Solid understanding of accounting, valuation, and private equity fundamentals
Experience (Formal or Informal) Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficial
Experience with financial reporting, budgeting, forecasting, or valuation analysis is a plus
Demonstrated interest in portfolio evaluation or post-investment analysis
Soft Skills & Mindset Strong analytical judgment and attention to detail
Ability to synthesize complex financial data into clear insights
Clear written and verbal communication skills
Strong ownership mentality and proactive problem-solving
Ability to manage recurring deadlines and evolving priorities
Coachability, curiosity, and willingness to learn quickly
How Career Launch AI Helps Candidates Access Roles Like This Career Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles.
AI-Powered Job Search Automation Automated applications to a large volume of relevant roles with tailored resumes
Targeted search across private equity, growth equity, family offices, and portfolio-focused roles
Human-led outreach campaigns to relevant recruiters and decision-makers
Support initiating warm, direct conversations rather than relying solely on job portals
Execution & Tracking Support Streamlined systems to manage applications and outreach
End-to-end administrative support during the search process
Interview & Case Preparation Assistance with portfolio evaluation cases, valuation updates, and performance analysis
Support with behavioral and technical interview readiness
Ongoing guidance provided throughout the hiring process
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 job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.
Career Launch AI — Powered by Initio Capital 8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai
#J-18808-Ljbffr