Role Description
This role is for one of our clients as a Financial Modeling Expert, shaping the future of AI-driven financial analysis. In this high-impact, part-time role, you will leverage deep transaction experience to design institutional-grade financial modeling tasks that train cutting-edge AI systems for one of the world’s largest companies.
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Design and develop institutional-quality financial modeling tasks based on real-world investment banking and private equity scenarios.
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Create comprehensive prompts and execution plans, challenging AI systems to build financial models from scratch rather than templates.
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Develop gold-standard reference models and objective evaluation rubrics to assess AI-generated outputs for accuracy, structure, and sound financial logic.
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Build and review advanced transaction-oriented models, including integrated 3-statement models, DCFs (including WACC and sensitivity analysis), LBOs, M&A models, and growth equity frameworks.
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Construct tasks that span specialized deal types such as recapitalizations, carve-outs, and bespoke structures.
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Lead and document in-depth diligence analyses, including unit economics, cohort analysis, and margin driver assessment.
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Collaborate asynchronously with AI researchers, providing clear written explanations for assumptions, methodologies, and modeling logic.
Qualifications
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At least 5 years of recent, hands-on experience in investment banking, private equity, growth equity, hedge funds, Growth Venture Capital or similar corporate development roles.
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Demonstrated expertise in independently building complex financial models from scratch—no templates.
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Mastery of integrated 3-statement modeling, DCFs, LBOs, and advanced transaction modeling.
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Proven ability to perform scenario and sensitivity analyses and assess transaction risk/return.
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Deep transaction judgment and meticulous attention to detail, reflecting institutional standards.
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Exceptional written and verbal communication skills, with a passion for documentation and explanation.
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Self-motivated and comfortable working independently in a high-expectation, remote environment.
Requirements
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Experience across both sell-side (investment banking) and buy-side (private equity, growth equity, growth VC) domains.
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Familiarity with creating or evaluating technical content, training materials, or assessment rubrics, and handling complex or non-standard transactions (carve-outs, spin-offs, minority investments).
Benefits
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Compensation: $115 - $200/hour-pay