Portfolio Evaluation Analyst – PE

Portfolio Evaluation Analyst – Private Equity (Entry-Level)Career Launch AI Talent NetworkLocation: New York, NY (Hybrid)Type: Full-TimeCompensation: $140,000 – $185,000+ total compensation (varies by employer)About This RoleThis Portfolio Evaluation Analyst – Private Equity description represents the type of early-career, post-investment–focused 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 investment 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-caliber finance opportunities.More information is available at careerlaunch.ai.About The OpportunityLower middle-market private equity firms and investment platforms within our network may seek analytically strong Portfolio Evaluation Analysts to support ongoing assessment of portfolio company performance and valuation.Individuals in roles like this focus on evaluating investment performance relative to underwriting assumptions, supporting valuation and reporting processes, and providing analytical insight that informs value-creation strategies, capital allocation, and exit timing.The work environment is typically lean and analytical, offering meaningful exposure to senior investors, portfolio company management teams, and investment committee discussions.Day-to-Day ResponsibilitiesPortfolio Performance EvaluationEvaluate portfolio company financial performance versus original underwriting cases, budgets, and forecastsAnalyze revenue growth, margins, cash flow, leverage, and return driversIdentify performance variances, risks, and value-creation opportunitiesMonitor KPIs, covenant compliance, and operational metricsValuation & Return AnalysisSupport quarterly and annual portfolio valuation processesUpdate operating models, valuation models, and return analyses for existing investmentsPerform sensitivity analyses and downside scenariosSupport fair value determinations using comparable companies, precedent transactions, and intrinsic valuation methodsInvestment Committee & Reporting SupportPrepare portfolio review materials, valuation memos, and performance summariesSupport quarterly investment committee meetings and LP reportingClearly communicate portfolio developments, risks, and return outlooksRespond to ad hoc analytical requests from senior investment professionalsPortfolio Company & Value Creation SupportWork with portfolio company management teams to gather and analyze financial and operating dataSupport operational improvement initiatives, growth strategies, and strategic planningAssist with analysis for bolt-on acquisitions, refinancings, recapitalizations, and exit readinessProcess Improvement & Data ManagementHelp standardize portfolio monitoring and evaluation frameworksMaintain accurate and timely portfolio data and reporting toolsContribute to continuous improvement of analytics, dashboards, and internal reporting processesWhat Makes This Work EngagingDirect insight into how private equity investments perform post-closeOpportunity to influence value-creation initiatives and capital allocation decisionsExposure to senior investors, boards, and management teamsAccelerated learning in portfolio management, valuation, and operating financeIdeal Candidate ProfileThis profile reflects the competencies commonly sought by firms for roles of this type.Education & Technical SkillsBachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related fieldStrong Excel and financial modeling skillsSolid understanding of accounting, valuation, and private equity fundamentalsExperience (Formal or Informal)Prior internships or experience in private equity, investment banking, transaction advisory, portfolio analytics, consulting, or corporate finance is beneficialExperience with financial reporting, budgeting, forecasting, or valuation analysis is a plusDemonstrated interest in portfolio evaluation or post-investment analysisSoft Skills & MindsetStrong analytical judgment and attention to detailAbility to synthesize complex financial data into clear insightsClear written and verbal communication skillsStrong ownership mentality and proactive problem-solvingAbility to manage recurring deadlines and evolving prioritiesCoachability, curiosity, and willingness to learn quicklyHow Career Launch AI Helps Candidates Access Roles Like ThisCareer Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and finance roles.AI-Powered Job Search AutomationAutomated applications to a large volume of relevant roles with tailored resumesTargeted search across private equity, growth equity, family offices, and portfolio-focused rolesRecruiter & Hiring Manager OutreachHuman-led outreach campaigns to relevant recruiters and decision-makersSupport initiating warm, direct conversations rather than relying solely on job portalsExecution & Tracking SupportStreamlined systems to manage applications and outreachEnd-to-end administrative support during the search processInterview & Case PreparationAssistance with portfolio evaluation cases, valuation updates, and performance analysisSupport with behavioral and technical interview readinessContinued SupportOngoing guidance provided throughout the hiring processLearn More or ApplyTo access roles of this kind through the Career Launch AI platform, visit:careerlaunch.aiCareer Launch AI offers access to a curated job board, personalized outreach support, automated application tools, interview preparation, and continued assistance until placement.Career Launch AI — Powered by Initio Capital8 The Green, Dover, Delaware 19901 | admin@careerlaunch.ai