Overview
The organization is working with a foundational AI lab to find experienced Senior Investment Analysts to help train a language model on professional document, spreadsheet, and slide-deck tasks.
This role involves creating, evaluating, and refining AI-generated documents, spreadsheets, and slide decks across core investment workflows.
Responsibilities
- Create, evaluate, and refine AI-generated investment materials, including:
- Discounted cash flow (DCF) valuation models
- Comparable company trading analyses
- Credit risk memos
- Leveraged buyout (LBO) models
- Covenant compliance summaries
- Investment committee memos
- Apply strong investment judgment to improve accuracy, clarity, and usefulness of outputs
- Maintain expert-level quality across documents, spreadsheets, and slide decks
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)
Location
- Fully remote; work on your own schedule
Start Date