Job Title

About CompanyAn AI-driven platform that enhances research and due diligence processes for financial institutions, make more informed, data-backed decisions efficientlyJob DescriptionWe 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 : 2–4 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. Kindly note this is a remote opportunity.