Role Type: Contractor Location: Remote Scope of Work Deliver real-world insights by sharing how AI tools are incorporated into financial modeling, research, and day-to-day deal analysis. Produce high-quality example workflows, analyses, or reports using AI platforms relevant to investment banking and equity research. Evaluate and provide feedback on the effectiveness and accuracy of AI-driven research and modeling outputs. Detail your approach to leveraging AI in streamlining data collection, financial modeling, or valuation work. Describe the practical impacts and limitations of AI tools within your project work or across deal cycles. Participate in collaborative assignments to compare traditional methods with AI-enhanced approaches, highlighting efficiencies and challenges. Communicate findings clearly through both written and verbal channels to support AI training and optimization. Preferred Qualifications Substantial background in investment banking, equity research, corporate finance, asset management, or closely related financial analysis and deal-oriented disciplines. Hands-on, day-to-day experience as an Associate, VP, or Analyst actively involved in research, modeling, and transaction processes. Direct experience using one or more AI platforms for financial professionals (e.g., Rogo, Hebbia, Model ML, Claude for Financial Services, or similar). Strong written and verbal communication skills, with a demonstrated ability to articulate technical and analytical concepts to varied audiences. Ability to outline and contextualize the adoption and integration of AI tools within a team or across project workflows. Experience in delivering actionable insights and constructive feedback to optimize tools and processes. Familiarity with evolving trends in financial technology and a passion for advancing industry best practices through innovation.
