Senior 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 :

• 24 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 : FP&A, Investment analysis

Candidate Industry Requirement: PE/ VC/ AMC/ IB

Candidate Location Requirement: Remote