Client-Facing Finance AI Prompt Engineer

Equiforte; Town of Boston (NY); On-site; USD 100,000 - 130,000; Full time

Job summary

Equiforte is looking for a Finance Prompt Engineer to bridge finance and AI in New York, Boston, or Chicago.

You will work closely with clients to understand their specific reporting workflows, validate AI-generated outputs, and provide training. Ideal candidates have 5+ years in private capital finance, are familiar with LP reporting, and possess excellent communication skills.

This full-time role involves direct client engagement and will require a deep understanding of financial methodologies.

Qualifications

• 5+ years of experience in private capital finance.
• Familiarity with ILPA standards and side letter provisions.
• Experience using AI tools in financial contexts.

Responsibilities

• Work with CFOs and finance teams to understand reporting workflows.
• Design and refine prompts for Equiforte's AI outputs.
• Validate AI-generated reports against source data.
• Train clients on using AI-generated outputs.

Skills

Private capital finance experience

Institutional LP reporting knowledge

Client-facing communication skills

Technical curiosity

Job description

Equiforte is looking for a Finance Prompt Engineer to bridge finance and AI in New York, Boston, or Chicago.

You will work closely with clients to understand their specific reporting workflows, validate AI-generated outputs, and provide training. Ideal candidates have 5+ years in private capital finance, are familiar with LP reporting, and possess excellent communication skills.

This full-time role involves direct client engagement and will require a deep understanding of financial methodologies.