Job Summary
Key Responsibilities:
Design technically demanding finance prompts and tasks that mirror investment banking, private equity, and corporate finance complexity
Develop gold-standard solutions in Excel and PowerPoint to set objective benchmarks for AI model evaluation
Create and refine clear grading rubrics for assessing AI outputs on transaction and modeling exercises
Construct, modify, and review advanced financial models (3-statement, valuation, LBO, M&A, sensitivity analyses)
Produce transaction analyses and investment materials with a client-ready, production-grade level of detail
Develop and adapt professional templates, decks, and supporting materials commonly used across IB, PE, and Corp Dev
Ensure all deliverables are precise, unambiguous, and uphold industry standards
Required Skills and Qualifications:
Hands-on experience in financial modeling, valuation, and transaction analysis
Advanced Excel proficiency, including scenario analysis and model integrity checks
Expertise in building polished, professional PowerPoint presentations and investment decks
Strong familiarity with standard IB/PE/Corp Dev templates and processes
Proven track record working on live deals, investments, or transaction execution
Exceptional written and verbal communication skills, with a keen eye for detail and clarity
Ability to independently produce client-grade financial materials under tight timelines.