We are seeking experienced Investment Banking Associates to support a project focused on integrating AI into investment banking and equity research workflows. Apply your expertise in financial modeling, research, valuation, and deal processes to help train next-generation AI systems. No prior AI experience is required — your domain knowledge is what matters.
Key Responsibilities
Share real-world workflows for using AI in financial modeling, research, and deal analysis .
Create example analyses, workflows, and reports using AI platforms.
Evaluate the accuracy and effectiveness of AI-generated financial outputs .
Compare traditional financial workflows with AI-enhanced approaches .
Identify practical benefits, limitations, and opportunities for AI integration.
Provide clear written and verbal feedback to improve AI tools and workflows.
Required Qualifications
Strong background in investment banking, equity research, corporate finance, asset management , or related fields.
Hands-on experience with financial modeling, research, valuation, and transaction processes .
Experience using AI platforms for finance, such as Rogo, Hebbia, Model ML, Claude , or similar tools.
Strong financial analysis, data analysis, and communication skills.
Ability to explain and document financial workflows clearly.
Preferred Qualifications
Experience as an Associate, VP, or Analyst involved in research, modeling, or transactions.
Experience integrating AI tools into professional financial workflows.
Strong understanding of fintech trends and AI adoption in finance .
Experience delivering actionable feedback and optimizing financial workflows.
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