Financial Analyst

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 :

• 3–4 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 Requirement

Primary Job Profile : Investment Analysis

Technical Skills : Business valuation, Financial modeling, Investment analysis