Overview
This role supports a foundational AI lab by applying expertise in equity research and credit analysis to help train a language model on professional document, spreadsheet, and slide deck tasks.
The work involves creating, evaluating, and refining AI-generated outputs across core workflows, including:
- discounted cash flow (DCF) valuation models
- comparable company trading analyses
- credit risk memos
- leveraged buyout (LBO) models
- covenant compliance summaries
- investment committee memos
Responsibilities
- Create, evaluate, and refine AI-generated documents, spreadsheets, and slide decks aligned to institutional workflows
- Produce and review DCF, trading comps, and LBO models with direct ownership/accountability
- Draft and improve credit risk memos, covenant analysis, and investment committee memo writing for institutional stakeholders
- Ensure high-quality document, spreadsheet, and slide craftsmanship with strong written communication and attention to detail
Requirements
- 5+ years in equity research, credit analysis, or valuation advisory, with direct ownership of DCF, trading comps, and LBO models
- Deep fluency in credit risk assessment, covenant analysis, and investment committee memo writing for institutional stakeholders
- Expert-level document, spreadsheet, and slide craftsmanship, with excellent written communication and attention to detail
Compensation & Benefits
Commitment
- Flexible: 5–20 hours per week (or more if desired)
- Start date: ASAP
Location
- Fully remote
- Work on your own schedule