Performance & Returns Strategist - Hybrid NY

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

Returns & Performance Strategist

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, analytics, and investment strategy roles that may not appear on public job boards. This description reflects a

typical early-career performance-focused role

accessible through the network.

More information is available at careerlaunch.ai.

Representative Role Overview
A leading investment bank, asset manager, private equity firm, or corporate finance team may seek a

Returns & Performance Strategist

to evaluate how capital, transactions, and portfolios perform over time.

This role is ideal for candidates interested in

measuring, explaining, and improving financial returns , combining quantitative analysis with strategic insights that influence investment decisions, capital allocation, and portfolio optimization.

Key Responsibilities

Analyze and track

investment, deal, and portfolio performance

across time horizons and scenarios

Build and maintain financial models to evaluate

returns, IRR, ROIC, multiples, and risk-adjusted performance

Conduct variance, attribution, and sensitivity analyses to explain drivers of overperformance or underperformance

Support performance reporting for

investment committees, senior leadership, and external stakeholders

Benchmark returns against peers, indices, and market alternatives

Assist in developing

performance dashboards, scorecards, and KPIs

for investments or business units

Partner with investment, banking, or strategy teams to incorporate performance insights into future decisions

Support post-transaction and post-investment reviews to assess value creation effectiveness

Desired Qualifications

Bachelor’s degree in Finance, Economics, Accounting, Mathematics, Statistics, or a related discipline

Strong interest in

investment performance, returns analysis, and financial strategy

Solid understanding of valuation, portfolio metrics, and performance measurement frameworks

Strong analytical, quantitative, and data interpretation skills

Ability to translate complex performance data into clear, actionable insights

High attention to detail and comfort working with large financial datasets

Prior internship or experience in

investment banking, asset management, private equity, FP&A, consulting, or analytics

is beneficial

Proficiency in

Excel, PowerPoint, and financial or performance analytics tools

Why This Posting Matters
This

Returns & Performance Strategist

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 focused on performance, returns, and analytical casework

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 Candidates
Career Launch AI is a career acceleration platform designed to help candidates 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.

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

#J-18808-Ljbffr