Private Equity & Investment Analysis Expert
Skills
Corporate FinanceEquity ResearchFinanceFinancial AnalysisFinancial ModelingFinancial ReportingInvestment Banking
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- 3+ years of professional experience in Private Equity Venture Capital Investment Banking Equity Research Corporate Development Investment Management Strategic Finance or a related finance discipline
- Strong expertise in financial analysis financial modeling valuation investment research due diligence and corporate finance
- Demonstrated experience producing investment memoranda valuation analyses financial models due diligence reports or market research
- Strong analytical reasoning critical thinking and problem-solving skills
- Excellent written communication business writing and professional editing skills
- Strong attention to detail and commitment to quality assurance
- Ability to work independently in a remote environment
Nice to have
- Prompt authoring
- AI model evaluation
- Rubric-based evaluation
- Technical documentation review
- Advanced degree
- Highly regarded university
- Independent financial research
Day to day
- Analyze, review, and edit AI-generated financial content for accuracy, clarity, and professional relevance.
- Develop, refine, and evaluate prompts related to financial analysis, valuation, investment research, and corporate finance.
- Assess and annotate financial reports, valuation analyses, and AI-generated outputs using structured evaluation criteria.
- Author and review investment memoranda, due diligence reports, financial models, research reports, and technical documentation.
- Evaluate AI outputs for logical consistency, financial accuracy, analytical rigor, and adherence to professional standards.
- Conduct independent research and fact-check financial information to ensure high-quality AI outputs.
- Provide structured feedback to improve prompt quality, model performance, and AI-generated financial reasoning.
Hiring process
- Easy Apply on LinkedIn
- Check Email for Next Steps
- Participate in Resume Evaluation & Interview Stage