Jobs · Sales · New York

Fund Strategy Analyst

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

About the role

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.

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

Desired Qualifications

  • 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
  • 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

Why This Posting Matters

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

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 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

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