AI Finance Researcher, MBA Student

This is a fully remote position, open to applicants in United States.

📋 Description

• Design high-level financial research and analysis tasks based on real-world finance and investment workflows.

• Create intricate financial modeling challenges that include DCF valuations, LBOs, three-statement models, forecasting, budgeting, and scenario analysis.

• Develop FP&A challenges related to revenue forecasting, budget variance analysis, cash flow planning, unit economics, and business performance evaluation.

• Create investment research scenarios that encompass M&A, company valuation, market analysis, investment due diligence, and capital allocation decisions.

• Design multi-stage analytical challenges that necessitate the interpretation of incomplete data, reconciliation of conflicting information, and sound financial judgments.

• Identify deficiencies in advanced AI models by assessing calculations, assumptions, analytical methods, and financial conclusions.

• Develop expert solutions, scoring metrics, and research benchmarks to evaluate AI performance.

⛳️ Requirements

• Currently enrolled in a Top 25 MBA program or a recent graduate.

• Ideally focused in Finance, Investments, or Corporate Strategy.

• Over 2 years of professional experience in FP&A, Corporate Finance, Investment Banking, Private Equity, Venture Capital, Hedge Funds, Asset Management, Equity Research, or similar finance roles.

• Previous experience as an Investment Banking Analyst/Associate, Private Equity Associate, Venture Capital Associate, Investment Analyst, Equity Research Analyst, FP&A Analyst/Manager, or Corporate Finance Analyst.

• Strong grasp of financial statement analysis, financial modeling, forecasting, company valuation, or investment research.

• Practical experience with DCF valuation, LBO modeling, comparable company analysis, M&A, transaction due diligence, startup valuation, financial projections, market sizing, unit economics, investment underwriting, fundamental research, earnings analysis, investment thesis development, budgeting, variance analysis, financial planning, management reporting, or three-statement modeling.

• Excellent quantitative reasoning, problem-solving skills, written communication, and attention to detail.

• Proficiency in Excel financial modeling and familiarity with tools such as Capital IQ, Bloomberg, FactSet, PitchBook, or financial planning software is preferred.

• Interest in artificial intelligence, large language models, and AI applications within financial services is preferred.

• Must currently be authorized to work in the United States.

🏝️ Benefits

• Ability to work remotely.

• Part-time commitment of 20 hours per week.

• Flexible interview scheduling, including weekends.

• Option for introductory video submission.

• Opportunity to help enhance advanced AI systems’ financial reasoning capabilities.