AI Finance Researcher (MBA Student)

present of AI; United States; Remote; USD 90,000 - 140,000; Full time

Job summary

present of AI is seeking a Finance & Legal professional for a fully remote, US-based role focused on shaping how AI-driven finance analysis is defined and judged. The job emphasizes using professional judgment to assess numbers, assumptions, and conclusions in a cutting-edge AI finance context.

The role offers exposure to valuation, DCF, FP&A forecasting, and investment research, with proficiency in Excel and data tools to build robust analyses and insights for the team.

Qualifications

• Role emphasizes defining what good analysis looks like in AI-driven finance.
• Requires professional judgment to validate numbers, assumptions, and conclusions.

Skills

Valuation (DCF)

FP&A forecasting

Investment research

Excel / data tools

Tools

Excel

Job description

Finance & Legal · Remote / Remote (US) · Full-time

How it fits the AI era

The work sits at the testing edge of AI in finance: models can draft valuations and research, but someone with professional judgment must judge whether the numbers, assumptions, and conclusions hold up. That judgment is the human part, and it is what the role is built around. The job is less about doing the analysis and more about defining what good analysis looks like.

How it builds AI experience

The role offers direct exposure to how large language models handle financial reasoning, including where they fail on multi step modeling and valuation tasks. Building that experience means studying model outputs against expert solutions and learning to write scoring criteria that separate sound analysis from plausible sounding errors. Familiarity with the company's data to analysis to visualization workflow helps frame tasks that mirror real finance work.

Worth showing

• Valuation and DCF
• FP&A forecasting
• Investment research
• Excel and data tools

This is our own read, written from the employer's posting and the company's Spotlight. The employer's posting is the source of truth for the role.

About Julius

AI workspace that transforms raw data and spreadsheets into analysis, interactive visualizations, and slide decks, per the company.