Financial Analyst - AI Enabled Workflows

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 :

- 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.