About Company
An AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficiently
Job Description
We are seeking a detail-oriented Financial Analyst to develop, quality-check, and refine AI-generated deliverables for our financial services clients. This role combines financial analysis, prompt engineering, and peer review in a fast-paced, AI-enhanced environment.
Key Responsibilities :
- Workflow Execution (40%): Build and quality-control customized research and financial analysis workflows using predefined templates.
- AI Prompting (30%): Design, test, and refine prompts for large language models; ensure 40% AI-content utilization in final deliverables.
- Peer Review (20%): Act as quality captain on rotation, reviewing team outputs to ensure accuracy and consistency.
- Knowledge Sharing (10%): Document innovations, efficiencies, and insights in the team playbook to support scale and consistency.
Required Qualifications :
- 24 years of experience in Investment Banking, Private Equity, Big 4 Transaction Services, or Equity Research.
- Proficiency with financial data platforms (e.g., CapIQ, FactSet, PitchBook); ability to source and build comps independently.
- Intermediate Excel skills (XLOOKUP, INDEX MATCH) and PowerPoint formatting (e.g., slide master usage).
- Strong attention to detail, particularly when working with AI-generated content.
- Excellent written English for client-facing communications and deliverables.
Nice-to-Have:
- MBA or a top-tier finance degree.
- Progress toward CFA Level 1 or FMVA.
- Advanced Excel capabilities, including dynamic arrays and macros.
Mandatory Requirement
Primary Job Profile : Investment Analysis
Technical Skills : FP&A, Investment analysis
Candidate Industry Requirement: PE/ VC/ AMC/ IB
Candidate Location Requirement: Remote
