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Senior Transaction Planning Officer

Career Launch AI Talent Network

Location: New York, NY (Hybrid)
Employment Type: Full-Time
Industry: Investment Banking / Financial Services
Experience Level: Analyst / Early Career
Compensation: Competitive base salary + performance bonus (varies by employer)

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About This Opportunity

This posting represents the type of Senior Transaction Planning Officer 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. This description reflects a transaction-focused, early-career role designed for high-performing candidates seeking accelerated exposure to deal strategy, planning, and execution within investment banking environments.

More information is available at careerlaunch.ai.

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Representative Role Overview

A leading middle-market investment bank or advisory firm may seek a Senior Transaction Planning Officer to support the structuring, evaluation, and execution planning of complex financial transactions. This role emphasizes forward-looking deal strategy, analytical rigor, and coordination across execution teams, offering early-career professionals enhanced responsibility and visibility across live transactions.

The position is well-suited for candidates with strong analytical foundations who are ready to take on ownership of transaction planning workflows, scenario analysis, and strategic deal preparation.

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Key Responsibilities

• Lead transaction planning and execution analysis for M&A, capital raises, restructurings, and strategic alternatives

• Build and review advanced financial models, including 3-statement models, DCFs, LBOs, and accretion/dilution analyses

• Develop transaction scenarios, sensitivity analyses, and risk assessments to inform deal strategy

• Conduct industry, market, and comparable company research to support transaction positioning

• Coordinate due diligence planning, data room structure, and cross-functional execution timelines

• Prepare and refine pitch books, investment memoranda, and senior-level client presentations

• Partner closely with senior bankers to align transaction strategy with client objectives

• Track transaction milestones and support execution efficiency across live deals

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Desired Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, Mathematics, or a related quantitative discipline

• Strong financial modeling, valuation, and transaction analysis skills

• Demonstrated interest in investment banking, corporate finance, or transaction advisory

• Ability to synthesize complex data into clear strategic insights

• Strong communication skills and comfort working with senior stakeholders

• Exceptional attention to detail and ability to manage multiple deal workstreams

• Prior experience through internships or full-time roles in banking, consulting, private equity, audit, or FP&A is advantageous

• Proficiency in Excel, PowerPoint, and financial research platforms

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Why This Posting Matters

This Senior Transaction Planning Officer 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 on public job boards

• Warm introductions to hiring managers and recruiters

• AI-supported role matching and application optimization

• Interview coaching and transaction-specific preparation

Career Launch AI members gain access to 1,000+ curated roles across:

• Investment Banking

• Private Equity & Venture Capital

• Corporate Finance

• Strategy Consulting

• Technology (FAANG-level and high-growth startups)

• Product Management

• Data, Operations, and more

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How Career Launch AI Helps Candidates

Career Launch AI is a career acceleration platform built to help high-potential candidates secure competitive roles faster. Members receive:

• AI-powered job application automation

• Personalized recruiter outreach

• Warm introductions to decision-makers

• Sector-specific resume and profile optimization

• Interview preparation and ongoing career support

This posting is an example of the types of positions members may pursue through the platform.

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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:
https://careerlaunch.ai/assessment

Once enrolled, members receive:

• Access to the exclusive private job board

• Personalized recruiter outreach

• Automated job applications

• Coaching and interview preparation

• Ongoing support until placement