Jobs · Finance · New York

Investment Origination Analyst

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

About the role

This posting represents the type of Investment Origination 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 middle-market investment bank may seek an Investment Origination Analyst to support senior bankers in identifying, evaluating, and developing new investment opportunities. These roles are ideal for candidates who enjoy market research, client outreach, and strategic deal analysis, while contributing to the bank’s growth pipeline.

Key Responsibilities

  • Assist in sourcing and evaluating new investment opportunities across sectors
  • Conduct market research, industry analysis, and competitor benchmarking to identify potential clients and deals
  • Prepare client-facing materials including pitch books, investment proposals, and presentations
  • Build and maintain financial models (3-statement, DCF, LBO, accretion/dilution) to support investment assessments
  • Support the due diligence process and assist in managing internal deal workflows
  • Collaborate with senior bankers to track deal pipeline and strategic initiatives
  • Maintain databases and CRM tools to monitor origination activity and client engagement

Desired Qualifications

  • Bachelor’s degree in Finance, Economics, Accounting, Business, or a related discipline
  • Strong analytical, quantitative, and financial modeling skills
  • Excellent communication, presentation, and interpersonal abilities
  • Interest in investment origination, deal sourcing, and relationship management
  • Ability to manage multiple projects in a fast-paced environment
  • High attention to detail and strong organizational skills
  • Prior internship or full-time experience in banking, consulting, corporate finance, or investment analysis is beneficial
  • Proficiency in Excel, PowerPoint, and financial research tools

Why This Posting Matters

This Investment Origination Analyst description reflects 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

How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform designed to help job seekers secure competitive roles 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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