About the Role

One of our clients is hiring experienced Investment Services professionals to collaborate with a leading AI research lab on an innovative financial intelligence project. In this role, you’ll use your domain expertise to help design, test, and refine advanced AI systems that simulate real-world workflows across investment banking, private equity, asset management, and equity research.

Key Responsibilities

• Evaluate AI-generated investment outputs for quality, accuracy, and strategic alignment.
• Calibrate AI decision-making across valuation modeling, portfolio analysis, financial forecasting, and risk assessment.
• Review and improve model performance in financial and investment scenarios.
• Provide expert feedback on investment logic, methodology, and presentation quality.

Qualifications / Skills Required

• 2+ years of experience in investment banking, private equity, asset management, equity research, or related buy-side/sell-side roles.
• Bachelor’s degree in Finance, Economics, Business Administration, or a related quantitative field.
• Advanced degrees (MBA) or certifications such as CFA, CPA, or CAIA are a plus.
• Strong proficiency in financial modeling, valuation, portfolio construction, and risk-return analysis.
• Solid understanding of investment processes, business performance metrics, and strategic frameworks.
• Excellent analytical, communication, and presentation skills with attention to detail and accuracy.