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Jobs · Marketing · New York

Capital Allocation Analyst – IB

Initio Capital · New York, NY · 1 mo ago
HybridMarketingFull-time

About the role

This posting represents the type of Capital Allocation Analyst – IB 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.

Representative Role Overview

A leading middle-market investment bank or corporate advisory team may seek a Capital Allocation Analyst – IB to support strategic deployment of capital, investment evaluation, and transaction advisory. These roles are ideal for candidates who enjoy financial modeling, scenario analysis, and assessing the optimal use of capital across M&A, investments, or corporate initiatives.

Key Responsibilities

  • Build and maintain financial models to support capital allocation decisions, including 3-statement, DCF, LBO, and scenario analyses
  • Analyze investment opportunities, assess ROI, and evaluate risk-adjusted returns
  • Conduct industry research, benchmarking, and valuation analyses to inform capital deployment
  • Prepare reports, pitch books, and presentations summarizing recommended capital allocation strategies
  • Support due diligence and data analysis for M&A, strategic investments, and restructuring engagements
  • Collaborate with senior bankers and cross-functional teams to evaluate strategic options and optimize capital deployment
  • Monitor portfolio performance and update financial projections to reflect investment outcomes

Desired Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related discipline
  • Strong skills in financial modeling, valuation, and scenario analysis
  • Excellent analytical, quantitative, and communication skills
  • Ability to manage multiple workstreams in a fast-paced, transaction-focused environment
  • High attention to detail and strong organizational skills
  • Prior internship or full-time experience in investment banking, corporate finance, private equity, or FP&A is beneficial
  • Proficiency in Excel, PowerPoint, and financial research platforms (Bloomberg, Capital IQ, FactSet, etc.)

Why This Posting Matters

This Capital Allocation Analyst – IB 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 over 1,000+ curated roles across:

  • Investment Banking
  • Private Equity & Venture Capital
  • Corporate Finance & Capital Strategy
  • Strategy Consulting
  • 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 job seekers secure competitive roles more efficiently. Members receive:

  • AI-powered job application automation
  • Personalized recruiter outreach
  • Automated job applications
  • Coaching and interview preparation
  • Ongoing support until placement

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

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