- Design technically demanding finance prompts and tasks that reflect the complexities of investment banking, private equity, and corporate finance.
- Develop gold‑standard solutions in Excel and PowerPoint to establish 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, including 3‑statement, valuation, LBO, M&A, and sensitivity analyses.
- Produce transaction analyses and investment materials with a client‑ready, production‑grade level of detail.
- Ensure all deliverables are precise, unambiguous, and adhere to industry standards.
Requirements
- Have hands‑on experience in financial modeling, valuation, and transaction analysis.
- Demonstrate advanced proficiency in Excel, including scenario analysis and model integrity checks.
- Possess expertise in creating polished, professional PowerPoint presentations and investment decks.
- Have a strong familiarity with standard investment banking, private equity, and corporate development templates and processes.
- Have a proven track record of working on live deals, investments, or transaction execution.
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