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.Mandatory RequirementPrimary Job Profile : Investment AnalysisTechnical Skills : FP&A, Investment analysisCandidate Industry Requirement: PE/ VC/ AMC/ IBCandidate Location Requirement: Remote
Job Title
Senior Financial Analyst