Financial Performance Analyst – PE

Financial Performance Analyst – Private EquityCareer Launch AI Talent NetworkLocation: New York, NY (Hybrid)Type: Full-TimeCompensation: $140,000 – $185,000+ total compensation (varies by employer)About This RoleThis 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.More information is available at careerlaunch.ai.About The OpportunityLower middle-market private equity firms within our network may seek analytically strong Financial Performance Analysts to support ongoing monitoring and optimization of portfolio company performance.Individuals in roles like this focus on analyzing operating and financial results versus plan, identifying performance gaps, and supporting value-creation initiatives across the portfolio. The role sits at the intersection of investment teams, operating partners, and portfolio company management, providing visibility into how PE firms drive returns post-acquisition.The environment is typically lean and hands-on, offering meaningful exposure to portfolio-level decision-making and performance management.Day-to-Day ResponsibilitiesPortfolio Performance Monitoring & AnalysisMonitor portfolio company financial performance versus budget, forecast, and underwriting casesAnalyze income statements, balance sheets, cash flows, and working capital trendsTrack and interpret KPIs, operational metrics, and unit economics across portfolio companiesFinancial Reporting & DashboardsBuild and maintain KPI dashboards, performance trackers, and reporting tools for internal stakeholdersSupport monthly, quarterly, and ad-hoc performance reviewsEnsure data accuracy and consistency across portfolio reportingValue Creation & Operational SupportIdentify performance gaps, risks, and opportunities relative to investment thesesSupport operational improvement initiatives, margin expansion efforts, and growth strategiesAssist in evaluating the financial impact of pricing changes, cost initiatives, and strategic investmentsInvestment Committee & Stakeholder SupportPrepare performance summaries and materials for investment committee and portfolio review meetingsCommunicate key insights, trends, and risks in a clear, data-driven mannerSupport post-acquisition reviews and lessons-learned analysesTransaction & Strategic Analysis (As Needed)Assist with analysis for add-on acquisitions, refinancings, and exit planningSupport updates to valuation and return models based on actual performanceContribute to scenario analysis around strategic alternatives and timing decisionsWhat Makes This Work EngagingDirect exposure to how private equity firms drive value after acquisitionClose collaboration with operating partners and management teamsTangible impact on portfolio performance and investment outcomesAccelerated learning in operational finance, KPI analysis, and value creationIdeal Candidate ProfileThis profile reflects the competencies commonly sought for financial performance–focused private equity roles.Education & Technical SkillsBachelor’s degree in Finance, Economics, Accounting, Engineering, Mathematics, or related fieldStrong Excel and financial analysis skills; experience building dashboards is a plusSolid understanding of accounting, financial statements, and performance metricsExperience (Formal or Informal)Prior internships or experience in private equity, investment banking, consulting, FP&A, or corporate finance is beneficialExposure to performance tracking, budgeting, forecasting, or operational analysis is a plusDemonstrated interest in portfolio management and value creationSoft Skills & MindsetStrong analytical thinking with attention to detailAbility to translate financial data into actionable insightsClear written and verbal communication skillsComfortable working across multiple portfolio companies and stakeholdersCoachability, curiosity, and a continuous improvement mindsetHow Career Launch AI Helps Candidates Access Roles Like ThisCareer Launch AI is a career acceleration platform supporting candidates pursuing competitive private equity and buy-side finance roles.AI-Powered Job Search AutomationAutomated applications to a large volume of relevant roles with tailored resumesTargeted search across private equity, portfolio operations, and performance analytics rolesRecruiter & Hiring Manager OutreachHuman-led outreach campaigns to relevant recruiters and decision-makersSupport initiating warm conversations beyond traditional job portalsExecution & Tracking SupportStreamlined systems to manage applications and outreachEnd-to-end administrative support during the search processInterview & Case PreparationAssistance with portfolio performance cases, KPI analysis, and financial reviewsSupport 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