Overview
An organization is seeking experienced portfolio analysts to help train a language model on professional document, spreadsheet, and slide deck tasks.
This role supports 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 professional finance workflows
- Apply expertise to produce accurate, high-quality outputs across DCF, trading comps, LBO models, and related analytical materials
- Review and improve written investment materials intended for institutional stakeholders
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 schedule: 5–20 hours per week (or more if desired)
Location
- Fully remote; work on your own schedule
Start Date