About the Role
Your contributions will be officially acknowledged in the research publication.
We are seeking experienced Investment Banking Professionals to act as the VP/Director Level Reviewer for our Deep Research Agents (DRA). In this role, you will not simply verify facts, you will relentlessly audit the AI's ability to function as a high-performing Analyst or Associate.
You will design complex Golden Path workflows, defining exactly how a model should conduct an LBO analysis, audit a 10-K, or build a pitchbook, and then perform a forensic audit of the AI's output against the highest industry standards.
Key Responsibilities
- Prompt Architecture: Create high-fidelity, complex IB prompts supported by synthetic Excel models, PDF filings, and CIMs that replicate real-world data.
- The Golden Path Definition: Map the ideal, step-by-step logic for tasks such as WACC derivation, accretion/dilution modeling, and precedent transaction analysis.
- Forensic Evaluation (The Audit): Review AI-generated financial models and investment memos to identify failures.
- Sensitivity Matrix Grading: Use rubrics to grade the AI on First Principles accuracy, ensuring valuation multiples and scenario modeling are logically defensible.
- Reasoning Feedback (RLHF): Write detailed critiques explaining the logic of a failure to teach the model elite-level reasoning.
Requirements:
Experience
- Analyst/Senior Analyst/Associate/Senior Associate at any investment banking company.
- 2-5 years of relevant experience in the finance domain with at least 1-2 years of experience in investment banking.
Education
- BSc/MSc in a quantitative/finance related degree (e.g. Finance, Economics and Engineering).
- MBA/PGDM in Finance from a reputable institution is preferred.
Skills
- Detailed financial analysis with knowledge / experience of working on financial statements.
- Strong analytical and quantitative skills with a solid understanding of financial and investment tools and instruments.
- Strong problem-solving skills and attention to detail.
- Strong understanding of financial markets, investment products across asset classes, asset allocation, and risk management principles.
- Hands-on research capabilities.
Preferred Qualifications
- Past experience in investment analysis, wealth management, macro economic research, or portfolio management.
- CFA/CA/PfMP certifications.
- Macro-economic and industry overviews with experience working across various industries.
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