AI Finance Researcher (MBA Student)

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Posted Oct 21, 2026

Remote Full Time

Est. $80K – $125K/yr

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Overview

This role involves creating expert-level AI finance research tasks and modeling challenges that test the limits of frontier AI models. Work will focus on exposing weaknesses in current AI performance in complex financial reasoning and helping improve financial analysis capabilities through well-designed problems and measurable benchmarks.

The organization is recruiting exceptional MBA students with professional experience across one or more of the following areas: Financial Planning & Analysis (FP&A), Investment Banking (IB), Private Equity (PE), Venture Capital (VC), Hedge Funds, Corporate Finance, Asset Management, or Equity Research.

Responsibilities

Design expert-level financial research and analysis tasks based on real-world finance and investment workflows.
Create complex financial modeling challenges, including:
- DCF valuations
- LBOs
- three-statement models
- forecasting and budgeting
- scenario analysis
Develop realistic FP&A problems covering:
- revenue forecasting
- budget variance analysis
- cash flow planning
- unit economics
- business performance evaluation
Construct investment research scenarios involving:
- M&A
- company valuation
- market analysis
- investment due diligence
- capital allocation decisions
Build multi-stage analytical problems that require interpreting incomplete data, reconciling conflicting information, and making defensible financial judgments.
Evaluate advanced AI models by testing calculations, assumptions, analytical approaches, and financial conclusions to identify weaknesses.
Develop expert solutions, scoring criteria, and research benchmarks to measure AI performance.

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Requirements

Currently enrolled in a Top 25 MBA program (or recent graduate), preferably with a concentration in Finance, Investments, or Corporate Strategy.
2+ years of professional experience in one or more areas:
- FP&A
- Corporate Finance
- Investment Banking
- Private Equity
- Venture Capital
- Hedge Funds
- Asset Management
- Equity Research
- or related finance roles
Previous experience as one or more of the following (or equivalent):
- Investment Banking Analyst/Associate
- Private Equity Associate
- Venture Capital Associate
- Investment Analyst
- Equity Research Analyst
- FP&A Analyst/Manager
- Corporate Finance Analyst
Strong understanding of financial statement analysis, financial modeling, forecasting, company valuation, and/or investment research.
Hands-on experience with one or more of the following:
- Investment Banking & Private Equity: DCF valuation, LBO modeling, comparable company analysis, M&A, transaction due diligence
- Venture Capital & Growth Equity: startup valuation, financial projections, market sizing, unit economics, investment underwriting
- Hedge Funds & Equity Research: fundamental research, earnings analysis, financial forecasting, investment thesis development
- Corporate Finance & FP&A: budgeting, forecasting, variance analysis, financial planning, management reporting, three-statement modeling
Excellent quantitative reasoning, problem-solving, written communication, and attention to detail.

Preferred Qualifications

Experience at a leading investment bank, private equity firm, venture capital fund, hedge fund, Fortune 500 finance team, or high-growth technology company.
Proficiency in Excel financial modeling and tools such as Capital IQ, Bloomberg, FactSet, PitchBook, or financial planning software.
Interest in artificial intelligence, large language models (LLMs), and AI applications in financial services.