Overview
This opportunity supports a foundational AI lab that is developing and training a language model to handle professional document, spreadsheet, and slide deck tasks.
The role is focused on creating, evaluating, and refining AI-generated materials across core financial 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 professional financial workflows
- Produce high-quality financial model outputs (e.g., DCF, trading comps, and LBO models)
- Write and review credit-focused materials, including credit risk memos and covenant compliance summaries
- Draft or improve investment committee memo content for institutional stakeholders
- Apply expert-level document, spreadsheet, and slide craftsmanship with strong 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
- Compensation: $100/hour
- Commitment: Flexible, 5–20 hours per week (or more if desired)
Location
- Fully remote; work on your own schedule
Start Date