Finance Expert (IB / PE / Structured Finance)

Summary

In this high-impact expert role, you will bridge complex financial analysis with strategic communication, supporting decision-making for executive leadership, investors, and stakeholders. This position is ideal for analytical thinkers with a flair for financial storytelling, diligence, and cross-functional collaboration.

Day-to-day

• Develop detailed financial models and conduct rigorous market analyses to support both buy-side and sell-side transaction processes.
• Prepare and deliver executive-level investment memos, board materials, regulatory reports, and investor presentations.
• Perform in-depth credit analysis, review loan agreements, and ensure compliance with all relevant financial covenants and regulations.
• Lead budgeting and FP&A initiatives, synthesizing complex data into actionable insights for management.
• Conduct comprehensive due diligence and support deal execution from ideation to closing.
• Translate financial findings into compelling narratives, enabling data-driven decisions and effective stakeholder alignment.
• Collaborate remotely with cross-functional teams, maintaining accuracy and attention to detail in all deliverables.
• Required Skills and

You bring

• Proven expertise in financial modeling, market analysis, and investment memo preparation within IB, PE, or Structured Finance domains.
• Advanced proficiency in Excel and PowerPoint for financial analysis and executive presentation.
• Demonstrated experience in credit and financial statement analysis, as well as loan agreement review.
• Exceptional written and verbal communication skills, with an ability to synthesize and present complex financial data.
• Track record of supporting buy-side and sell-side transactions in a remote, collaborative environment.
• Experience with regulatory reporting, compliance reviews, and due diligence processes.
• Strong attention to detail and aptitude for investment storytelling and executive communication.
• Preferred

You bring

• Experience as a Finance Specialist AI trainer.
• Background in strategic change management or board-level consulting.
• Exposure to both risk management and investor relations functions.
• We provide frontier evaluations and reinforcement learning environments used to improve LLM capabilities, as well as contextual evaluations used to monitor and improve AI agents in enterprise settings.
• Our data engine includes an AI recruiter agent that sources and vets domain experts, a data platform that enables rapid production of high-quality training data, and a pipeline performance system that ensures both quality and velocity.