Financial Performance Analyst – PE

About the role

This Financial Performance Analyst – PE description represents the type of early-career, portfolio- and performance-focused investment 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 principal investing 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-impact finance opportunities.

Responsibilities

• Portfolio Performance Monitoring & Analysis
• Analyze income statements, balance sheets, cash flows, and working capital trends
• Track and interpret KPIs, operational metrics, and unit economics across portfolio companies
• Build and maintain KPI dashboards, performance trackers, and reporting tools for internal stakeholders
• Support monthly, quarterly, and ad-hoc performance reviews
• Ensure data accuracy and consistency across portfolio reporting
• Value Creation & Operational Support
• Identify performance gaps, risks, and opportunities relative to investment theses
• Support operational improvement initiatives, margin expansion efforts, and growth strategies
• Aid in evaluating the financial impact of pricing changes, cost initiatives, and strategic investments
• Investment Committee & Stakeholder Support
• Prepare performance summaries and materials for investment committee and portfolio review meetings
• Communicate key insights, trends, and risks in a clear, data-driven manner
• Support post-acquisition reviews and lessons-learned analyses
• Transaction & Strategic Analysis (As Needed)
• Assist with analysis for add-on acquisitions, refinancings, and exit planning
• Support updates to valuation and return models based on actual performance
• Contribute to scenario analysis around strategic alternatives and timing decisions

Requirements

This role requires a bachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or a related field. Strong Excel and financial analysis skills are essential, with experience building dashboards being a plus. A solid understanding of accounting, financial statements, and performance metrics is necessary. Prior internships or experience in private equity, investment banking, consulting, FP&A, or corporate finance is beneficial. Exposure to performance tracking, budgeting, forecasting, or operational analysis is preferred. Demonstrated interest in portfolio management and value creation is also important.

Qualifications

The ideal candidate should have strong analytical thinking with attention to detail, the ability to translate financial data into actionable insights, clear written and verbal communication skills, and comfort working across multiple portfolio companies and stakeholders. Coachability, curiosity, and a continuous improvement mindset are highly valued.

Skills

• Excel and financial analysis skills
• Understanding of accounting, financial statements, and performance metrics
• Experience in private equity, investment banking, consulting, FP&A, or corporate finance
• Exposure to performance tracking, budgeting, forecasting, or operational analysis
• Demonstrated interest in portfolio management and value creation

Benefits

Direct exposure to how private equity firms drive value after acquisition
Close collaboration with operating partners and management teams
Tangible impact on portfolio performance and investment outcomes
Accelerated learning in operational finance, KPI analysis, and value creation

Pay

$140,000 – $185,000+ total compensation (varies by employer)

Schedule

Full-time