Investment Banking – AI Research, MBA Intern

Julius Baer

. Create expert-level financial challenges inspired by real investment banking, private equity, venture capital, and hedge fund workflows .

Posted 10/21/2026internshipRemote • United StatesEntry Level💰 $2,000 - $12,000 per weekWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial modeling, company valuation, and investment due diligence, with a strong focus on creating realistic financial challenges and evaluating AI performance against finance standards. Possesses excellent analytical judgment and written communication skills essential for preparing investment reports and presentations.

Highest-signal resume keywords

Financial ModelingInvestment Due DiligenceDCF ValuationLBO AnalysisEquity Research

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingCompany ValuationFinancial Statement AnalysisInvestment Due DiligenceDCFLBOComparable Company AnalysisPrecedent TransactionsInvestment UnderwritingQuantitative Reasoning

Soft Skills

Analytical JudgmentWritten Communication

Industry Keywords

Investment BankingPrivate EquityVenture CapitalHedge FundsAsset ManagementEquity ResearchSEC FilingsEarnings ReportsMarket DataInvestment Memoranda

About the role

Key responsibilities & impact

Create expert-level financial challenges inspired by real investment banking, private equity, venture capital, and hedge fund workflows
Develop sophisticated financial modeling exercises involving DCF valuations, LBOs, M&A transactions, and capital structure analysis
Construct realistic investment scenarios incorporating incomplete information, conflicting financial indicators, and complex business considerations
Design research assignments requiring interpretation of SEC filings, earnings reports, financial statements, and market data
Identify limitations in advanced AI models by assessing their analytical methods, financial assumptions, and investment conclusions
Develop detailed solutions, evaluation frameworks, and benchmarks to measure AI performance against professional finance standards

Requirements

What you’ll need

Currently enrolled in or previously completed a Top 25 MBA program, preferably with a finance or investment focus
2+ years of professional experience in Investment Banking, Private Equity, Venture Capital, Hedge Funds, Asset Management, or Equity Research
Previous experience as an Investment Banking Analyst/Associate, Private Equity Associate, Venture Capital Associate, Hedge Fund Analyst, Investment Analyst, or Equity Research Analyst
Strong technical expertise in financial modeling, company valuation, financial statement analysis, and investment due diligence
Hands-on experience with DCF, LBO, comparable company analysis, precedent transactions, or investment underwriting
Experience preparing investment memoranda, pitch books, equity research reports, or investment committee presentations
Excellent quantitative reasoning, analytical judgment, and written communication skills
Currently authorized to work in the United States
Ability to dedicate at least 20 hours per week
Education history submission required

Benefits

Comp & perks

Additional bonus for sufficiently advanced problems
Compensation based on the complexity and nuance of problems created for AI models