AI Finance Researcher, MBA Student

Julius Baer

. Design expert-level financial research and analysis tasks inspired by real-world finance and investment workflows .

Posted 10/21/2026part-timeRemote • United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial modeling, analysis, and investment research, with a strong focus on DCF valuations, LBOs, and forecasting. Proficient in utilizing advanced financial tools and methodologies to evaluate company performance and inform strategic financial decisions.

Highest-signal resume keywords

Financial ModelingDCF ValuationInvestment ResearchFP&A AnalysisQuantitative Reasoning

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial Statement AnalysisForecastingCompany ValuationBudgetingVariance AnalysisM&ATransaction Due DiligenceStartup ValuationThree-Statement ModelingInvestment Thesis Development

Soft Skills

Problem-SolvingWritten CommunicationAttention to Detail

Tools & Technologies

Excel Financial ModelingCapital IQBloombergFactSetPitchBook

Industry Keywords

FP&ACorporate FinanceInvestment BankingPrivate EquityVenture CapitalHedge FundsAsset ManagementEquity Research

About the role

Key responsibilities & impact

Design expert-level financial research and analysis tasks inspired by real-world finance and investment workflows
Create complex financial modeling challenges involving DCF valuations, LBOs, three-statement models, forecasting, budgeting, and scenario analysis
Develop FP&A problems involving revenue forecasting, budget variance analysis, cash flow planning, unit economics, and business performance evaluation
Construct investment research scenarios involving M&A, company valuation, market analysis, investment due diligence, and capital allocation decisions
Design multi-stage analytical problems requiring interpretation of incomplete data, reconciliation of conflicting information, and defensible financial judgments
Identify weaknesses in advanced AI models by evaluating calculations, assumptions, analytical approaches, and financial conclusions
Develop expert solutions, scoring criteria, and research benchmarks to measure AI performance

Requirements

What you’ll need

Currently enrolled in a Top 25 MBA program or a recent graduate
Preferably concentrated in Finance, Investments, or Corporate Strategy
2+ years of professional experience in FP&A, Corporate Finance, Investment Banking, Private Equity, Venture Capital, Hedge Funds, Asset Management, Equity Research, or related finance roles
Previous experience as an Investment Banking Analyst/Associate, Private Equity Associate, Venture Capital Associate, Investment Analyst, Equity Research Analyst, FP&A Analyst/Manager, or Corporate Finance Analyst
Strong understanding of financial statement analysis, financial modeling, forecasting, company valuation, or investment research
Hands-on experience with DCF valuation, LBO modeling, comparable company analysis, M&A, transaction due diligence, startup valuation, financial projections, market sizing, unit economics, investment underwriting, fundamental research, earnings analysis, investment thesis development, budgeting, variance analysis, financial planning, management reporting, or three-statement modeling
Excellent quantitative reasoning, problem-solving, written communication, and attention to detail
Proficiency in Excel financial modeling and tools such as Capital IQ, Bloomberg, FactSet, PitchBook, or financial planning software is preferred
Interest in artificial intelligence, large language models, and AI applications in financial services is preferred
Must currently be authorized to work in the United States

Benefits

Comp & perks

Ability to work remotely
Part-time availability of 20 hours per week
Flexible interview scheduling, including weekends
Optional introductory video submission
Opportunity to contribute to improving advanced AI systems’ financial reasoning capabilities